ANS-0007 · SAVED SEARCHES & FORMULAS
How NetSuite Saved Searches Leverage Formulas in Available Filters
Learn how NetSuite determines which formula to apply when multiple are present in saved search criteria and available filters.
Short answer
When using formulas in NetSuite Saved Search Available Filters, the system leverages the first formula in the Criteria tab that matches the type specified in the Available Filters. The criteria defined will serve as the default value for the Available Filter, allowing users to modify it for new queries.
Scenario
NetSuite users often encounter situations where they need to incorporate formulas into saved search available filters. Understanding the system's behavior when multiple formulas are present in the criteria tab, and how these interact with available filters, is crucial for accurate and flexible reporting.
Solution
When configuring a NetSuite saved search, the system prioritizes formulas in the Criteria tab. Specifically, the first formula defined in the Criteria tab that is the same type as the one specified in the Available Filters will be the formula leveraged on the Available Filter. Furthermore, any criteria specified for this formula in the Criteria tab will automatically appear as the default value on the Available Filter, which users can then modify to re-run a new query.
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