Saturday, December 29, 2018

Create an Entity Search that will Look for Multiple Names

The user needs to create an employee search which is based on the name. This can be achieved without adding multiple filters for the employee name field.

The steps below will guide the user on how to create the saved search:

1. Navigate to Lists > Search > Saved Searches > New.
2. Choose type = Employee.
3. On the criteria tab, choose the field Formula (numeric) and use the formula below:

CASE WHEN ((INSTR(UPPER{entityid},'NAME1'))<>0) OR ((INSTR(UPPER{entityid},'NAME2'))<>0) OR ((INSTR(UPPER{entityid},'NAME3'))<>0) THEN 1 ELSE 0 END

     - Add as many string as needed 
     - Formula(Numeric) = equal to
     - Value = 1

4. Click on Save.

Note: Currently, if a NetSuite user uses the field = Name/ID, the contains will work if the names are added one line at a time. This is a tedious process for most users.

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