ANS-0156 · SAVED SEARCHES & FORMULAS
How to Reference User Roles in NetSuite Saved Searches
Identify the formula to reference user role associations within NetSuite saved searches.
Short answer
To reference a user's associated roles in a NetSuite saved search, utilize the formula `{userrole}`. This formula can help identify the roles linked to a user, which is useful for various reporting and customization needs within the NetSuite environment.
Scenario
NetSuite users often require the ability to reference a user's role within a saved search. This functionality is crucial for creating dynamic reports, applying conditional formatting, or filtering results based on the permissions or responsibilities assigned to a specific user. Identifying the correct formula ensures accurate data retrieval for these purposes.
Solution
To retrieve information about a user's associated roles within a NetSuite saved search, the following formula can be employed. It is important to note that while this formula is often used to identify user roles, community discussions suggest it may return all roles associated with the user rather than just the currently active session role.
{userrole}This formula can be added to a saved search's 'Results' or 'Criteria' tab to incorporate user role data into reports or conditional logic.
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