Sample steps as below:
I. Create a Task saved search and get its URL
1. Reports > Saved searches > All saved searches > New > Tasks.
- Enter Name of search
2. Criteria tab > enter desired conditions.
3. Results tab:
Task Title
Priority
Status
Due Date
Assigned To
Company
4. Available Filters tab:
- Assigned to > show in filter region = True
5. Click Save & Run.
6. Get the URL of the Saved Search.
Sample URL: https://system.netsuite.com/app/common/search/searchresults.nl?searchid=XXXX&saverun=T&whence=
II. In the Search Result, choose a sample employee at the footer field Assigned to.
1. Preview the result of the task saved search.
2. At the foot of the list, choose Assigned to = John Smith
3. Get the URL of this result.
Sample URL: https://system.netsuite.com/app/app/common/search/searchresults.nl?searchtype=Task&Task_ASSIGNED=111&CUSTEVENT45=@ALL@&sortcol=Task_ASSIGNED_raw&sortdir=ASC&csv=HTML&OfficeXML=F&pdf=&style=NORMAL&report=&grid=&searchid=xxxx&dle=
4. Note that the Task_ASSIGNED=111 parameter is coming from the Internal ID of the Employee record.
5. To verify, view the employee record of John Smith. User sees that internal ID = 100.
III. In order for you to view the search with dynamic result, below are the steps:
1. Get the Internal ID of the Employee record.
Example: Jane Doe (internal ID = 339762)
2. Get the URL of the search with this format:
https://system.netsuite.com/app/app/common/search/searchresults.nl?searchtype=Task&Task_ASSIGNED=100&CUSTEVENT45=@ALL@&sortcol=Task_ASSIGNED_raw&sortdir=ASC&csv=HTML&OfficeXML=F&pdf=&style=NORMAL&report=&grid=&searchid=xxxx&dle=
3. Change the Task_ASSIGNED=employee internal ID.
4. The new URL becomes:
https://system.netsuite.com/app/app/common/search/searchresults.nl?searchtype=Task&Task_ASSIGNED=339762&CUSTEVENT45=@ALL@&sortcol=Task_ASSIGNED_raw&sortdir=ASC&csv=HTML&OfficeXML=F&pdf=&style=NORMAL&report=&grid=&searchid=xxxx&dle=
5. Create a short cut of this URL in the user's dashboard
- Navigate to Home > Dashboard.
- Scroll down and look for Shortcuts.
- Click New Shortcut.
URL = https://system.netsuite.com/app/app/common/search/searchresults.nl?searchtype=Task&Task_ASSIGNED=339762&CUSTEVENT45=@ALL@&sortcol=Task_ASSIGNED_raw&sortdir=ASC&csv=HTML&OfficeXML=F&pdf=&style=NORMAL&report=&grid=&searchid=xxxx&dle=
- Click Save.
6. Create another Shortcut for Employee AAA.
- Navigate to Home > Dashboard.
- Scroll down and look for Shortcuts.
- Click New Shortcut.
- Name = Upcoming tasks for Employee AAA.
URL = https://system.netsuite.com/app/app/common/search/searchresults.nl?searchtype=Task&Task_ASSIGNED=Employee AAA internal ID&CUSTEVENT45=@ALL@&sortcol=Task_ASSIGNED_raw&sortdir=ASC&csv=HTML&OfficeXML=F&pdf=&style=NORMAL&report=&grid=&searchid=xxxx&dle=
- Click Save.
The result of the Saved Search dynamically changes based on the employee's internal ID.
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