How to get entity name without ID on transaction s...
# ask-stanley-ai
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How to get entity name without ID on transaction search regardless of auto generated number configurations?
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AI generated answer (using internal Slack threads):
To get the entity name without the ID on a transaction search, regardless of auto-generated number configurations, you can use the 'Name' field in the transaction saved search. However, if you want to separate the entity name from the auto-generated number, you might need to use a joined field or a formula. Here's a step-by-step guide: 1. In the field dropdown, select "Customer fields". 2. Then select 'Name' from the dropdown. If the entity name and the auto-generated number are combined in the 'Name' field, you might need to use a Formula (Text) with the field reference {customer.entityid} to separate them. If you want to get the name of a record, the field you need to use depends on the type of record. For Contact/Employee/Customer, you would use 'entityid', for transactions, you would use 'tranid', for Cases, you would use 'casenumber', and for custom records where “use name field” is ticked, this would be 'name'. Please note that the 'Name' field in NetSuite is often used as the entity ID key for the customer record. If you have customers with the same name, you might encounter issues as NetSuite requires unique entity IDs. You can turn on auto-numbering for customer records to avoid this issue, but you will then see the auto-generated number in the UI. ****** 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: 0.828848422
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.816271067
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.808749318
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