ANS-0100 · SAVED SEARCHES & FORMULAS
How to Exclude Duplicate Records from a NetSuite Saved Search
This guide outlines a method to filter out duplicate entries in NetSuite saved search results by leveraging specific criteria and result groupings.
Short answer
To exclude duplicates, configure your saved search criteria to filter by status and a numeric formula. In the results, use grouping and aggregation functions like 'minimum' and 'maximum' on key fields, along with a descending sort on a numeric formula, to ensure unique records are displayed.
Scenario
Users often encounter situations where NetSuite saved searches return multiple identical records, leading to cluttered or inaccurate reports. The goal is to refine these searches to display only unique entries, particularly when tracking status changes and related dates.
Solution
To exclude duplicates from a NetSuite saved search, configure the search with the following criteria and result settings:Criteria:status: is 'pending customer review / ready to release'formula (numeric):
CASE WHEN {systemnotes.newvalue} 'Pending Customer Review / Ready toRelease' OR {systemnotes.newvalue} 'Pending Customer Review / Release' THENround({today} - {systemnotes.date}) ELSE -1 ENDThis formula should be set to not equal to -1.Results:sort by: formula (numeric), descendingformula (numeric) (minimum):
CASE WHEN {systemnotes.newvalue} 'Pending Customer Review / Ready toRelease' OR {systemnotes.newvalue} 'Pending Customer Review / Release' THENround({today} - {systemnotes.date}) ELSE -1 ENDformula (text) (group)subject (group)company (maximum)start date (maximum)due date (maximum)
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