how to create a transaction saved search with a cr...
# ask-stanley-ai
s
how to create a transaction saved search with a created by filter
c
AI generated answer (using internal Slack threads):
To create a transaction saved search with a "created by" filter in NetSuite, follow these steps: 1. Navigate to the Saved Searches section in NetSuite. 2. Click on 'New' and select 'Transaction' from the dropdown menu. 3. In the Criteria subtab, click on 'Filter'. 4. In the new row that appears, select 'Created By' from the dropdown menu in the Field column. 5. In the same row, set the Operator to 'any of'. 6. In the Value column, select the desired user or users. If you want to set it dynamically to the current user, select 'Mine'. 7. Click on 'Set' to apply the filter. If 'Mine' isn’t an option then you might need to add a custom field (type list, source employee) that copies from 'created by'. Then use that in your saved search criteria. Remember, the user needs to have the appropriate permissions to create and save transaction searches. If the user only has a Preview option on the search and no option to SAVE the search, it might be because the "Find Transaction" permission needs a higher level than the user currently has. ****** 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: 0.857717752
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832989931
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.827965379
Please provide your feedback on this answer.