ANS-0147 · SAVED SEARCHES & FORMULAS
How to Use Custom Fields as Both Criteria and Filters in NetSuite Saved Searches
Learn how to effectively leverage custom fields in NetSuite saved searches by employing formula fields for flexible filtering and criteria definition.
Short answer
To enable a custom field to function effectively as both a search criterion and an available filter in NetSuite saved searches, it is recommended to remove the custom field from the direct criteria. Instead, create a formula field that references the original custom field. This approach provides greater flexibility and ensures consistent behavior for advanced filtering requirements.
Scenario
Users may encounter situations in NetSuite saved searches where a custom field, intended for use as both a search criterion and an available filter, appears disabled in the filter section. This can occur when attempting to use the same custom field directly in both roles, leading to limitations in filtering capabilities.
Solution
To resolve the issue of a custom field being disabled when used as both a criterion and an available filter in a NetSuite saved search, implement a formula field as a workaround. First, ensure the original custom field is removed from the 'Criteria' tab of the saved search. Next, navigate to the 'Results' tab and add a new 'Formula (Numeric)' or 'Formula (Text)' field, depending on the data type of the original custom field. In the 'Formula' column, reference the original custom field. For example, if the custom field's ID is custfield_mycustomfield, the formula would simply be:
{custfield_mycustomfield}This formula field can then be used as both a criterion and an available filter, providing the desired flexibility for advanced search requirements.
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