Saturday, June 29, 2019

Add View All Transactions Link to Customer or Vendor Saved Search Results

By going to More Actions > View All Transactions from either the customer or vendor record, you can be directed to the page listing all transactions for that particular entity.

A formula field can be added to a saved search that will go directly to this page, acting as a shortcut and saving the extra step of going through the entity record first. To do this, add this field on the Results tab of your saved search:

Field: Formula (Text)
Formula: '<A href="'||{internalid}||'">View All Transactions</A>'
Custom Label: View All Transactions

Note: Please make a note of the URL used to access your NetSuite account. If the URL has something between "system" and "" (e.g., include that in the formula.

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