Sunday, September 30, 2018

Create a link to view Transaction search results that uses Group Summary

Create the Transaction Saved Search.
 
1. Navigate to Reports > New Search > Transactions > Create Saved Search
2. On the Criteria tab
***Type=Sales Order
***Main line = F
2. On the Results tab add the formula below.
***Insert a new line on top of the list of fields on the Results tab.
***Select the field "Formula (Text)"
***Set Summary type to "Group"
***On the Formula field, copy and paste the following:

to_char('<a href=https://' ||'system.netsuite.com/app/accounting/transactions/salesord.nl?id=' ||{internalid}|| '&e=T>Edit</a>')||' | '||to_char('<a href=https://' || 'system.netsuite.com/app/accounting/transactions/salesord.nl?id=' ||{internalid}|| '>View</a>')

***Add the other fields you want to show on the report then set the corresponding Summary Type.
 
Note: The URL on the formula field depends on the type of the transaction search being created. Make sure to use the correct URL of the transaction. For example, for Item Fulfillment, the URL to be used is 'system.netsuite.com/app/accounting/transactions/itemship.nl?id='.
 




 

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