Saturday, September 15, 2018

Add 'Create Estimate' Link on Customer Saved Search Results Page

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/
transactions/estimate.nl?entity='||{internalid}||'&whence=">Create Estimate</a>'

7. Click Save.

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