How to Display Custom Form Information in NetSuite Saved Searches?

To display custom form information in a NetSuite saved search, directly referencing the {customform} field within a formula text is not natively supported and will typically result in an 'invalid field' error. Instead, a workaround involving a custom field and workflow is required.

1. Create a Custom Field: Create a custom field (e.g., a Free-Form Text field) on the relevant record type (e.g., Customer, Transaction Body Field for transactions) to store the custom form's name.

2. Implement a Workflow: Create a workflow that triggers on the record type. Add a 'Set Field Value' action within the workflow to populate your custom field (from step 1) with the value of the {customform} field. This ensures the custom field captures the form used.

3. Reference in Saved Search: Once the custom field is populated by the workflow, it can be directly referenced in your saved search results or criteria to display the custom form information.