trafalger
05/29/2025, 8:37 PMCeligo AI
05/29/2025, 8:37 PMAI generated answer (using internal Slack threads):To surface specific at-risk records in a saved search, you would need to define the criteria that identifies these records as at-risk. This could be based on a variety of factors such as the status of the record, date fields, or custom fields that you've set up to track risk. Here's a general process on how you can set up the filters in your saved search: 1. Navigate to the saved search creation page (Reports > Saved Searches > All Saved Searches > New). 2. Select the type of record you want to search. 3. In the Criteria subtab, you can add filters to your search. Click on 'Add a Filter'. 4. In the pop-up window, you can select the field you want to filter by from the 'Field' dropdown. The fields available will depend on the type of record you're searching. 5. Once you've selected a field, you can then specify the operator (e.g., 'is', 'is not', 'contains', 'does not contain', etc.) and the value you want to filter by. For example, if you have a custom field 'Risk Level' on your records, you could add a filter where 'Risk Level' 'is' 'High' to surface high-risk records. Remember, the field names would depend on your specific NetSuite setup and the type of record you're searching. If you're unsure of the field names, you can check them by going to the record type in question and checking the fields there. ****** 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
05/29/2025, 8:38 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.83090657
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.824740171
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.823578596
Celigo AI
05/29/2025, 8:38 PM