what is the correct set up for the saved searcg to...
# ask-stanley-ai
n
what is the correct set up for the saved searcg to link it with a custom field
c
AI generated answer (using internal Slack threads):
To link a saved search with a custom field in NetSuite, you can follow these steps: 1. Create a custom field. Go to Customization > Lists, Records, & Fields > [Select the type of field you want to create] > New. 2. Fill in the necessary details for the custom field, including the ID, label, type, etc. 3. In the 'Store Value' section, make sure to check the 'Store Value' checkbox. This is important because if the custom field value is not stored, it's not available for saved searches. 4. Create a saved search that includes this custom field. Go to Reports > Saved Searches > All Saved Searches > New. 5. In the Criteria tab, add the custom field as a filter. 6. In the Results tab, add the custom field as a column. 7. Save the search. Please note that the custom field must be set to 'Store Value' for it to be available in saved searches. If the custom field is a formula made up of other values available in the search itself, it might work even if it's not stored. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832479239
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830772102
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829586148
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