James Morris
05/27/2025, 3:55 PMCeligo AI
05/27/2025, 3:55 PMAI generated answer (using internal Slack threads):To run a saved search on custom record entries, you need to ensure that the custom record is set up to be included in the search menu. Here are the steps to do this: 1. Navigate to the custom record type in NetSuite. 2. Check the boxes for "Show in List" and "Include in Search Menu" during the setup/creation of the custom record. These options make the custom record available in the "Search Type" list when creating a saved search. 3. Save the custom record. Please note that if these options are not selected at the time of creation, it may not be possible to add them later and have the custom record appear in the saved search list. If you have already created the custom record and it's not appearing in the "Search Type" list, you can try the following: 1. Open one of the custom record entries. 2. In the upper right, click "Search". This should create a search based on that custom record type. If the custom record still doesn't appear in the "Search Type" list, try logging out, clearing your cache, and then re-saving the custom record with no changes. ****** 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
05/27/2025, 3:55 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.866084337
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.861873865
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.858444095
Celigo AI
05/27/2025, 3:55 PM