Saturday, June 1, 2019

Task Saved Search > Shortcut in Dashboard that Dynamically Changes Result based on Employee ID

Sample steps as below:

I. Create a Task saved search and get its URL


1. Reports > Saved searches > All saved searches > New > Tasks.
- Enter Name of search

2. Criteria tab > enter desired conditions.

3. Results tab:
    Task Title
    Priority
    Status
    Due Date
    Assigned To
    Company

4. Available Filters tab:
- Assigned to > show in filter region = True

5. Click Save & Run.
6. Get the URL of the Saved Search.

Sample URL: https://system.netsuite.com/app/common/search/searchresults.nl?searchid=XXXX&saverun=T&whence=

II. In the Search Result, choose a sample employee at the footer field Assigned to.
1. Preview the result of the task saved search.
2. At the foot of the list, choose Assigned to = John Smith
3. Get the URL of this result.

Sample URL: https://system.netsuite.com/app/app/common/search/searchresults.nl?searchtype=Task&Task_ASSIGNED=111&CUSTEVENT45=@ALL@&sortcol=Task_ASSIGNED_raw&sortdir=ASC&csv=HTML&OfficeXML=F&pdf=&style=NORMAL&report=&grid=&searchid=xxxx&dle=

4. Note that the Task_ASSIGNED=111 parameter is coming from the Internal ID of the Employee record.
5. To verify, view the employee record of John Smith. User sees that internal ID = 100.

III. In order for you to view the search with dynamic result, below are the steps:
1. Get the Internal ID of the Employee record.
Example: Jane Doe (internal ID = 339762)

2. Get the URL of the search with this format:

https://system.netsuite.com/app/app/common/search/searchresults.nl?searchtype=Task&Task_ASSIGNED=100&CUSTEVENT45=@ALL@&sortcol=Task_ASSIGNED_raw&sortdir=ASC&csv=HTML&OfficeXML=F&pdf=&style=NORMAL&report=&grid=&searchid=xxxx&dle=


3. Change the Task_ASSIGNED=employee internal ID.

4. The new URL becomes:
https://system.netsuite.com/app/app/common/search/searchresults.nl?searchtype=Task&Task_ASSIGNED=339762&CUSTEVENT45=@ALL@&sortcol=Task_ASSIGNED_raw&sortdir=ASC&csv=HTML&OfficeXML=F&pdf=&style=NORMAL&report=&grid=&searchid=xxxx&dle=

5. Create a short cut of this URL in the user's dashboard
- Navigate to Home > Dashboard.
- Scroll down and look for Shortcuts.
- Click New Shortcut.

URL = https://system.netsuite.com/app/app/common/search/searchresults.nl?searchtype=Task&Task_ASSIGNED=339762&CUSTEVENT45=@ALL@&sortcol=Task_ASSIGNED_raw&sortdir=ASC&csv=HTML&OfficeXML=F&pdf=&style=NORMAL&report=&grid=&searchid=xxxx&dle=
- Click Save.

6. Create another Shortcut for Employee AAA.
- Navigate to Home > Dashboard.
- Scroll down and look for Shortcuts.
- Click New Shortcut.
- Name = Upcoming tasks for Employee AAA.
URL = https://system.netsuite.com/app/app/common/search/searchresults.nl?searchtype=Task&Task_ASSIGNED=Employee AAA internal ID&CUSTEVENT45=@ALL@&sortcol=Task_ASSIGNED_raw&sortdir=ASC&csv=HTML&OfficeXML=F&pdf=&style=NORMAL&report=&grid=&searchid=xxxx&dle=
- Click Save.

The result of the Saved Search dynamically changes based on the employee's internal ID.

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