Learning Cloud Support - Saved Searches

Techniques for advanced Saved Searches

You know how to build basic and transaction Saved Searches. Are you looking to take your skills to the next level to enhance, streamline, and simplify your business processes with Saved Searches? The Saved Searches Series explores ways to apply your advanced search skills to solve problems, create tools and push the boundaries of saved searches.

What is it?

Apply advanced tips, tricks, techniques to extract, calculate, and format data and create tools.

 

Who should attend?

Anyone who is familiar with building a Saved Search and is eager to learn advanced techniques.

 

Schedule

The Saved Searches Series takes place every fourth Wednesday of the month at 8 AM PDT for up to 60 minutes.

We hope you can join us – feel free to join the forum at any point.

 

Session
01
Basic Approach to Saved Searches

Are you looking to extract information from NetSuite but aren't sure where to begin? By learning a few basic guidelines, you will soon be creating Saved Searches like a pro.

Agenda
What to Prepare
Prerequisites

  • Considerations for your approach to Saved Searches
  • Basic guidelines for Saved Searches
Registration in the Learning Portal

 

Session
02
Create intelligent working searches

Use all of the tools at your disposal such as highlights, formulas and HTML to create working searches that keep you on top of your key tasks.

Agenda
What to Prepare
Prerequisites

  • Considerations for Custom Search portlets
  • Using text formulas to combine fields
  • Intelligent highlighting
  • Adding filters for greater usability
  • Using dashboard links and Create New links in the Custom Search portlet
Registration in the Learning Portal

 

Session
03
Add Links in Saved Search Results

Make your Saved Search even more useful by creating quick access to external and internal resources through links within your Saved Search.

Agenda
What to Prepare
Prerequisites

  • Create links to external sites
  • Create links to tools, file cabinet folders and help articles
  • Create links to internal records
Registration in the Learning Portal

 

Session
04
Alerts and Audits

Keep on top of changes to key data in NetSuite by creating alerts based on audit information.

Agenda
What to Prepare
Prerequisites


  • Review the System Notes sublist and data source
  • Create an audit search
  • Create an alert
  • Subscribe to an alert
Registration in the Learning Portal

 

Session
05
Create Custom Search Forms

There are times when the global search is not flexible enough; but the advanced search is too intimidating. Create custom search form and deploy them to targeted users using saved searches.

Agenda
What to Prepare
Prerequisites

  • Lookup Searches
  • Using the Search portlet
  • Customizing the Advanced Search form
  • Deploying the Advanced Search form
Registration in the Learning Portal

 

Session
06
Criteria Revisited

Criteria are crucial to extracting just the results you are looking for. Review the essentials of setting criteria as well as advanced criteria techniques.

Agenda
What to Prepare
Prerequisites

  • Using expressions
  • Grouping criteria clauses
  • AND vs OR
  • Using formulas in criteria
  • Summary criteria
  • Transaction criteria
  • Date criteria
Registration in the Learning Portal

 

Session
07
How do I find my field?

Have you ever looked for a field to add to your results list in your saved search and not known how to find it? Review tips and tricks to find the fields you are looking for.

Agenda
What to Prepare
Prerequisites

  • Create matrix searches
Registration in the Learning Portal

 

Session
08
Secret Code

There are several undocumented formulas and functions that can be used in saved searches. Learn to use this powerful code.

Agenda
What to Prepare
Prerequisites

  • Review undocumented formulas to use in saved searches
Registration in the Learning Portal