Hello Experts, I have created a saved search which...
# administration
n
Hello Experts, I have created a saved search which is pulling data related to vendors from different transactions. I am using formula text to pull vendor name from transaction and using summary type group but I am unable to view detailed result when try to click on vendor name doing nothing. Please guide what I am doing wrong. Also guide on is there any formula to insert/add commas to amount result column?
m
did you disallow drill down in the results tab when editing the search?
message has been deleted
you may need a top level field to allow drill down as well
n
@Matt L No disallow
What do you mean by top level field?
I believe that drill down to detailed results only work if we use group as summary type on NetSuite native fields rather than using any formula.
m
why don't you use Vendor : Name? What does the formula pull that vendor name doesn't?
top level as in a basic field on the txn you are accessing and I believe that would allow you to drill down, but looking at your ss I'm not sure what other field you would add without adding more lines
Vendor : Name makes sense to me unless you are pulling/formatting the name in a certain way
message has been deleted
Then selecting Name
n
I am using formula to remove NONE as vendor name in results because you know that on some transaction vendor select on body level and on some select as line level.
m
Try adding that formula to the criteria then and run a normal Vendor : Name in results?
as for commas you can try to_char({amountpaid},'$9,999,999')
and just change the field to your needs
USD symbol changed to your needs as well
n
TO_CHAR only works for formula text field and sum summary type can't be used for this formula.
It's NetSuite standard validation
1
I have tried your solution and it's showing value against NONE but when I click on NONE to details, it's shows nothing.
message has been deleted
m
does your formula use is NULL?
what are you doing to filter out -none-
I would also try using in criteria: Vendor :name is not empty. as a selection. if that doesn't do it, I'm lost without being able to test myself. hope you figure it out!
n
Not using NULL
w
I don't think formulas are drillable
n
@Watz Yes, that's what I also believe.
m
yeah you can't drill into formulas hence why I recommended trying to add in Vendor : name as a solution and filtering out -none- in criteria. did you try that method? @Nawarain
n
@Matt L Tried this but for NONE it's showing values on summary page but when try to drill down it shows blank.