Friday, September 14, 2018

Export a Saved Search with Hyperlinks for MS Office Applications

To create a saved search with a link that will be converted to hyperlink when exported, perform the following steps:

1. Navigate to Lists > Search > Saved Searches > New.     
2. Select a Type.     
3. Provide a Search Title.     
4. In the Results tab > Columns subtab, add Formula (Text).     
5. In the Formula field, use the formula below:
Note: This formula is used for a case saved search that displays links to cases included in the results.

'=Hyperlink("' || {internalid} || '","' || {number} || ' - ' || {title} || '")'

6. Click Save & Run.     

7. Click Export - CSV.     
8. Open the Excel file. Notice that the values appear as hyperlinks to the actual NetSuite records.


1 comment:

  1. Why do I get "That record does not exist" message instead?