Hi All,
I need to add a "view" hyperlink to specif...
# generald
Daria
05/02/2023, 1:36 PMHi All,
I need to add a "view" hyperlink to specific transactions on a summary saved search. If I use Formula (Text) then I only can have a link on a specific type (e.g. vendor bill) but my saved search contains different transaction types and I need a link to work for all of them (Vendor bill, sales invoice and journal).
Does anyone know how to do it? Thank you
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NElliott
05/02/2023, 1:40 PMWhat does your current formula text look like?
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Daria
05/02/2023, 1:41 PMHi, here you go:
'<a name="View"id="View" href="'||'https://xxxxxx.app.netsuite.com/app/accounting/transactions/vendbill.nl?id='||{internalid}||' "target="_self">View</a>'
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MGBC
05/02/2023, 1:48 PMYou’ll have to insert a formula into the URL to dynamically source the transaction type
CASE WHEN {type} = ‘Vendor Bill’ THEN ‘vendbill’ WHEN {type} = ‘Journal’ THEN ‘journal’ END
Something like that
MGBC
05/02/2023, 1:49 PMOr try to use {type.id} see if that gives the correct value
MGBC
05/02/2023, 1:49 PMAlso should use formula HTML. Formula text no longer supports html
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NElliott
05/02/2023, 1:52 PMyou might be able to use "recordtype" or "recordType" I'd try outputting them in their own column to see what they output.
NElliott
05/02/2023, 1:54 PMAlso you might not need a case statement but string together the href using {recordtype}.nl or whatever is appropriate at the point you add the transaction type parameter
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Daria
05/02/2023, 2:00 PMOk, thank you all, trying...
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battk
05/02/2023, 2:19 PMuse
/app/accounting/transactions/transaction.nl?id={{the id}}😯 1
battk
05/02/2023, 2:20 PMthe relative url is more likely to survive different environments
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NElliott
05/02/2023, 2:20 PM^^ avoiding the record type entirely, simplest approach 👍
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battk
05/02/2023, 2:21 PMand using transacftion.nl allows you to avoid worrying about the transaction type
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Michael McNamara
05/02/2023, 3:21 PMJust to add, I learned this trick recently. You can leave out “https://xxxxxx.app.netsuite.com” and just start it as “/app”. This way when it gets pushed to sandbox or another account, it will know automatically which account to use. It saves a lot of time trying to edit saved searches.
👍 2
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michoel
05/02/2023, 11:57 PMAlso make sure to use a Formula (HTML) so it doesn't break with next upgrade
👍 1
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Daria
05/03/2023, 1:29 PMThanks all! Also for the tips. I managed and it's working now :)