ANS-0195 · SAVED SEARCHES & FORMULAS
How to Display Sourced Custom Fields in NetSuite Saved Searches?
Fix custom fields not showing in NetSuite saved searches with a formula.
Short answer
When custom fields sourced from other records fail to display in NetSuite saved searches, a common solution is to create a formula text field. This field can use dot notation, such as {createdfrom.createdfrom}, to directly reference and display the desired value, bypassing display limitations of the original custom field.
Scenario
Users may encounter situations where a custom field, which sources its value from another record, does not display any data when added as a column in a NetSuite saved search. This can occur even if the custom field is correctly configured and contains data on the record itself.
Solution
When a custom field sourced from another record fails to display in a saved search, a common cause is the 'Store Value' setting, as non-stored fields typically appear blank in search results. To resolve this, a formula text field can be utilized within the saved search to explicitly retrieve and display the desired information. This method involves using dot notation to navigate through record relationships. For example, to display a value from a field two levels up in the createdfrom hierarchy, the following formula can be used:
{createdfrom.createdfrom}Implementing this formula in a new formula text column within the saved search should enable the display of the expected data.
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