Saturday, September 22, 2018
Create a Link to view Case on Search Results that uses Group Summary
Question/Problem:
Create a Link to view Case on Search Results that uses Group Summary
Answer/Solution:
In a Saved Search, when you use Group summary in the Criteria and Results, the links to the Case does not open the record itself. Instead, it opens the complete Search Results. Adding another column using a formula to view the actual record can be done to get around this.
Create the Case Saved Search first and add the required fields on the Results tab. When done, add a new field on the Results tab by following the instructions below:
1. Insert a new line on top of the list of fields on the Results tab
2. Select the field "Formula (Text)"
3. Set Summary type to "Group"
4. On the Formula field, copy and paste the following
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>')
5. On the Custom Label field, type "Edit | View"
6. Save and Run the Search
A new column is added on the Results tab. Use these links to Edit or View the Case.
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