Saturday, September 22, 2018

Create an Edit | View Link on a Customer Search Result that Uses Group Summary

First step is to create the customer search. Second steps is to use a Formula (Text) field to create the link.

     1. Navigate to Lists > Search > Saved Searches > New.

     2. Select Customer.

     3. Provide a Search Title.

     4. In the Criteria tab > Standard subtab, add required filters.

     5. In the Results tab > Columns subtab, add required columns . Use example below:

Field

Summary Type

Formula

Summary Label

Name

Group

 

 

Date Created

Maximum

 

Date Created

Formula (Text)

Group

to_char('<a href=https://' || 'system.netsuite.com/app/common/entity/custjob.nl?id=' ||{internalid}|| '&e=T>Edit</a>')||' | '||to_char('<a href=https://' || 'system.netsuite.com/app/common/entity/custjob.nl?id=' ||{internalid}|| '>View</a>')

Edit | View


     6. Click Save and Run.

Note: Applicable to other type of search (e.g. case search). Modify the formula and change the URL to the URL of the record. For example, for a case search, view an existing case (Lists> Support> Cases), then copy the URL of the case record. Do not include the ID. Formula:

to_char('<a href=https://' || 'system.netsuite.com/app/crm/support/supportcase.nl?id=' ||{internalid}|| '&e=T>Edit</a>')||' | '||to_char('<a href=https://' || 'system.netsuite.com/app/crm/support/supportcase.nl?id=' ||{internalid}|| '>View</a>') 

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