ANS-0097 · SAVED SEARCHES & FORMULAS
Setting Up Formula-Based Criteria in NetSuite Saved Searches
Utilize a numeric formula in NetSuite saved search criteria to filter transactions by type and specific account conditions.
Short answer
To apply complex filtering in a NetSuite saved search, use the 'Formula (Numeric)' field in the criteria. Input a CASE WHEN statement to define your conditions, such as transaction type or account. Set this formula to 'equal to' a value of '1' to include records matching your specified logic.
Scenario
NetSuite users often require advanced filtering capabilities in saved searches that go beyond standard field comparisons. This typically involves scenarios where multiple conditions across different fields, such as transaction type and specific accounts, must be evaluated simultaneously to include or exclude records.
Solution
To implement a formula-based criterion in a NetSuite saved search, follow these steps:
Navigate to the saved search definition.
In the 'Criteria' tab, add a new filter.
Select 'Formula (Numeric)' as the filter type.
In the 'Formula' field, input the following CASE WHEN statement exactly as shown:
CASE WHEN {type} 'Invoice' THEN 1 WHEN {type} 'Bill' THEN 1 WHEN ({type} 'Journal' AND {account} '1045 Sterling - FL - Payroll') THEN 1 ELSE 0 ENDSet the condition for this 'Formula (Numeric)' to 'equal to' a 'Value' of '1'.This configuration ensures that only records matching the specified transaction types (Invoice, Bill) or the specific Journal entry with the designated account will be included in the search results.
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