Slackbot
05/09/2025, 8:56 AMCeligo AI
05/09/2025, 8:56 AMAI generated answer (using internal Slack threads):To source a saved search to a custom field in NetSuite, you can use either SuiteScript or a workflow. Here are the steps for both methods: 1. SuiteScript: You can create a SuiteScript that loads the saved search and retrieves the desired value. Then, you can use the
record.submitFields
method to update the custom field with the retrieved value. However, please note that this method requires scripting knowledge and the script needs to be deployed for the appropriate record type.
2. Workflow: You can create a workflow that triggers on the record creation or update. In the workflow, you can use the 'Set Field Value' action to set the value of the custom field. The value can be sourced from a saved search by using a formula in the 'Value' field of the 'Set Field Value' action. The formula should be set to retrieve the desired value from the saved search.
Please note that the saved search should be a summary saved search if you want to source a total output (like a dollar amount). Also, the custom field should be set to 'Store Value' if you want the sourced value to be available for other saved searches.
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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
05/09/2025, 8:57 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.847826898
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.844343424
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.839835346
Celigo AI
05/09/2025, 8:57 AM