Add/Remove Filters Shown on the Default Search Forms

Simple Search Form for each record type displays a NetSuite-defined set of fields that can be used as filters when searching for records. To illustrate, the Simple Search Form for cases is found under:

a. Lists > Support > Cases > Search, OR
b. Lists > Support > Cases, then click the Search link in the upper-right portion of the page

To customize the fields that appear on the search form (e.g. for case records):

1. Navigate to Lists > Search > Saved Searches > New.

2. Click the record type involved (in this example, Case).

3. Provide a Search Title.

4. Mark the Available as List View checkbox.

5. Under Available Filters tab, add the fields that users want to see on the search form. 

6. Mark the My Preferred Search Form checkbox. To assign this search as the default search form for other roles, click the Roles tab and mark the Form column box for the target roles.

7. Click Save.

When users navigate to Lists > Support > Cases > Search, the Available Filters added on Step # 5 appear as the filters on the search form.

Also, an additional field called Form appears in the search form indicating the Title of the saved search used as the preferred search form.