Aly
03/20/2025, 9:50 PMCeligo AI
03/20/2025, 9:50 PMAI generated answer (using internal Slack threads):To create a scripted saved search to display on a sublist on a custom record, you can follow these steps: 1. Create a custom field on the custom record that relates to the transaction (e.g., sales order). Make sure to tick the 'Record is Parent' option on that field. 2. Specify the tab where you want the sublist to appear. 3. Create a saved search for the sublist based on the Contact record. Make sure to check the 'Available as sublist' box on your saved search and set it to PUBLIC. 4. The available filter field must be of the List/Record type. Constant value fields and numeric fields do not work. 5. If you want to add a button on the Task via workflow, you would need a script. Here is a sample code snippet:
javascript
var openSearch = '<https://system.netsuite.com/app/common/search/searchresults.nl?searchtype=Transaction&Transaction_NAME='+id>'
+'&searchid=222';
var exportOrder = "window.open('" + openSearch + "','_blank');";
form.addButton({
id: "custpage_orderbutton",
label: "Open Saved Search",
functionName: exportSearch
});
This script adds a button which opens a saved search, in this case based on customer id.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
03/20/2025, 9:51 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.879458189
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.872643888
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.87260437
Celigo AI
03/20/2025, 9:51 PM