This article is beneficial specifically when users intend to display the results of a customer saved search as a sublist of another record where shortcut buttons are unavailable.
1. Navigate to Lists > Search > Saved Searches > New.
2. Select Customer.
3. Provide a search title.
4. Mark the 'Available as Dashboard View' and 'Available as Sublist View' checkboxes.
5. Under Criteria tab, insert filters as needed.
6. Under Results tab > Columns subtab, add the fields you need followed by the formula below:
Field | Summary Type | Function | Formula |
Formula(Text) | | | <a name="Create Estimate" id="Create Estimate"href="'||'https://system.netsuite.com/app/accounting/ |
7. Click Save.
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