ANS-0083 · SAVED SEARCHES & FORMULAS

How to Include a View Record Link in NetSuite Saved Search Email Alerts?

NetSuite users can enhance email notifications by embedding direct links to records from saved search alerts, improving workflow efficiency.

Short answer

To include a 'View Record' link in NetSuite Saved Search email alerts, navigate to the Saved Search's Email tab. Under the 'Customize Message' subtab, check the 'Include View Record Link' checkbox. This embeds a direct link to the record in the email notification.

Scenario

NetSuite users often need to quickly access specific records directly from email notifications generated by saved search alerts. Manually searching for records after receiving an alert can be time-consuming and inefficient. The objective is to provide a direct link within the email to streamline access to the relevant record.

Solution

To include the "View Record" link in NetSuite Saved Search email alerts, perform the following steps:

  1. Edit the desired Saved Search.

  2. Navigate to the "Email" tab.

  3. Within the "Email" tab, select the "Customize Message" subtab.

  4. Locate and check the "Include View Record Link" checkbox.Once enabled, email alerts generated by this saved search will automatically include a direct link to the associated record.

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