ANS-0426 · ROLES, PERMISSIONS & SECURITY
How to Customize Preferred Search List Views for NetSuite Partner Center Roles
Configure specific search list views to be the default for NetSuite Partner Center roles, ensuring role-specific preferences are prioritized.
Short answer
To customize the Partner Center, set the desired search list view as preferred for the Partner Center role. Navigate to the role record's Searches subtab and configure the preferred view. Crucially, ensure that any global preferred view settings are unchecked, allowing the role-specific preference to take precedence and display the intended search results.
Scenario
Users of the NetSuite Partner Center may require a specific search list view to be the default when accessing certain records or lists. Without proper configuration, the Partner Center might display a generic or unintended view, leading to inefficiencies. The goal is to ensure that a customized, preferred search view is consistently presented to users assigned to the Partner Center role.
Solution
To set a preferred search list view for the Partner Center role:
Navigate to the specific Partner Center role record.
On the Searches subtab of the role record, configure the desired search list view as the preferred one for that role.
Ensure that all global preferred view settings are unchecked. This action is crucial to allow the role-specific preference to take precedence over any general system-wide defaults, guaranteeing that the intended search view is displayed for Partner Center users.
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