ANS-1433 · ROLES, PERMISSIONS & SECURITY
Why is a Saved Search Not Visible for Custom Field Defaulting in NetSuite?
A saved search may not be visible for custom field defaulting if its audience settings restrict access to other users or administrators.
Short answer
To ensure a saved search is visible for selection on a custom field in NetSuite, its audience must be configured correctly. Either add the specific administrator role to the saved search's audience settings, or change the search's sharing preference to 'Public'. This grants the necessary visibility for all relevant users.
Scenario
A NetSuite user created a private saved search intended to populate a custom body field. While the creator, an administrator, could successfully select and view this saved search on the custom field, another administrator was unable to see the same saved search as an available option. This discrepancy in visibility prevented the second administrator from utilizing the saved search for custom field defaulting.
Solution
To resolve the visibility issue for a saved search intended for custom field defaulting, one of the following actions must be taken:
Modify the saved search's audience settings to include the specific administrator role that requires access.
Change the saved search's sharing preference to 'Public', making it accessible to all users.
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