Does anyone have a work around for being unable to...
# administration
h
Does anyone have a work around for being unable to use custom multi-select fields as an available filter on saved searches? NetSuite has it as an enhancement, but I'm sure it won't be available any time soon
k
Not as a filter.
you can do a criteria with it, but it does require a bit of work.
h
I was able to get the criteria to work, but I really wanted them to be able to select via filter. I think the workaround I found that could work in this instance is a report instead of a saved search
r
you can use a formula text field in the criteria with the custom field selected and the criteria set to % (wildcard). The put the formula text on the available filters. They will have type in the value they want to filter on. But it works. The filter will only see the first formula in the criteria to filter with. So be careful with how many formulas you are using as criteria.
h
thanks - i'll give that a try too
k
It'll also give partial matches with that method
Which is why I didn't recommend it. I.e. "San" and "Sans Serif" in your list would result in both being pulled in if you searched for "San"
Now, you can reduce that by using a formula like this
{field}||','
and then searching
%desired result,
but that means someone has to remember to type in the % at the start and the , at the end every time
m
@KevinJ of Kansas would that work for the last value in the multi-select that doesn't have a comma after? "Value 1, Value 2, *Value 3*"
k
which is why I suggested using a formula of
{field}||','
to force a comma at the end
h
I think I'm going to stick with the report method for now since the users aren't as sophisticated using the system yet (new implementation)
Definitely going to keep the work arounds in my back pocket though for future use
m
Ah missed that part.