ANS-0201 · SAVED SEARCHES & FORMULAS

How to Create a Saved Search for Messages in NetSuite?

Learn to create NetSuite saved searches for messages by applying specific criteria within existing record types.

Short answer

To search for messages in NetSuite, navigate to Reports > Saved Searches > All Saved Searches > New. While 'Message' isn't a primary record type, select a relevant record type and apply 'Message Fields...' as criteria. Direct URL access methods for message searches may not be currently supported or reliable.

Scenario

Users attempting to create a new saved search for messages in NetSuite may encounter difficulty locating a dedicated 'Message' record type within the standard UI options. This can lead to challenges in efficiently retrieving and analyzing message-related data.

Solution

When creating a new saved search in NetSuite, navigate to Reports->Saved Searches -> All Saved Searches -> New. While 'Message' may not appear as a primary record type for direct selection, messages can be effectively searched by selecting a relevant record type (e.g., Case, Transaction) and then applying 'Message Fields...' as criteria within the search definition. Historically, direct URL manipulation, such as https://system.netsuite.com/app/common/search/search.nl?searchtypeMessage&rectype-1&cuT&eF, was sometimes used to access specific search types not readily available in the UI. However, the current functionality or support for such direct URL access methods for message searches is not guaranteed and may vary.

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