Saturday, September 22, 2018

Open an Item from the Items Subtab of a Customer Record

To make the Item name a link to view the item record, perform the following steps:

1. Navigate to Lists > Relationships > Customers.

2. View any customer record (with transaction).

3. Click the Sales tab > Items Purchased subtab.

4. Change the View field to Item Orders.

5. Click Customize View.

6. Change the Search Title.

7. In the Results tab, add Formula (Text) field.

8. In the Summary Type field use Group.

9. In the Formula field, use the formula below:

  • CONCAT(CONCAT(CONCAT(CONCAT('<a href=https://system.na1.netsuite.com/app/common/item/item.nl?id=',{item.internalid}),'>'),{item.name}), '</a>')

10. Select the Formula (Text) field, then click Move To Top.

11. Click Save.

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