ANS-0167 · SAVED SEARCHES & FORMULAS
How to Enhance Global Searchability for Task Assignees in NetSuite
NetSuite's Global Search for tasks includes titles and assignee names, with custom fields offering enhanced searchability for specific task data.
Short answer
NetSuite's Global Search for tasks includes both the task title and assignee names by default. For specific custom search requirements, a custom field can be created on the task record to source the assignee's name, enabling additional search options through the 'Global Search' setting on that custom field.
Scenario
Users need to efficiently locate tasks in NetSuite using Global Search, specifically by the assignee's name. There is a need to understand how NetSuite's Global Search functions for tasks and if custom fields are necessary to make assignee names searchable.
Solution
NetSuite's Global Search is designed to search across various fields, and for tasks, it includes both the task title and the assignee's name by default. Therefore, searching for a task by its assignee's name is generally supported without additional configuration. However, if there is a requirement to enable global searchability for specific custom fields on a task, or to ensure a particular representation of the assignee's name is searchable, a custom field can be implemented. To achieve this, create a custom field on the task record and configure it to source the assignee's name. When defining this custom field, ensure the "Global Search" option is checked to make its content searchable via the NetSuite Global Search bar.
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