ANS-0089 · SAVED SEARCHES & FORMULAS
How to Access Child Record Values in a NetSuite Saved Search?
Understanding how parent-child record relationships impact data availability in NetSuite saved searches is crucial for accurate reporting.
Short answer
Child record values can be accessed in NetSuite saved searches when the 'Record is Parent' field type in the custom field matches the search type. For instance, a List/Record Entity field will appear in Entity searches but not Employee searches.
Scenario
Users often encounter situations where they need to retrieve data from child records within a NetSuite saved search. The challenge arises when attempting to link custom fields on a child record to a parent record search, leading to fields not appearing as expected.
Solution
To access child record values in a NetSuite saved search, ensure that the 'Record is Parent' field type in the custom field definition precisely matches the type of the saved search. For example, if the 'Record is Parent' field is configured as a List/Record Entity type, it will be accessible and display data within Entity searches. Conversely, this same field will not be available or display data in Employee searches, as the record types do not align.
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