Monday, November 5, 2018

Create an Employee Saved Search with Employee Center type Role

Create a search of all users or employees which only have employee center type role

The number of Employee Center users indicated in the account provisioning tab of a NetSuite customer record, refers to those users which only have Employee center role assigned to them. The customer wants to know who those users are by creating a saved search.


1. Navigate to List > Employees > Employees > Search

2. Click on Create Saved Search button

3. In the Criteria tab > Standard subtab : add field

  • Log in Access = is True

4. In the Criteria tab > Summary subtab : add field

  • Summary Type = Maximum, Field = Role > is > Enter name of the employee center role (E.g. Employee Centre)

5. In the Results tab > Columns subtab

  • Remove all the fields except for Name and Email and then put summary type Group

6. Click on Save & Run.

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