Senior NetSuite Consultant
Everyone is a fan of the “Related Records” list on any transaction or entry record in NetSuite, right? It allows you to view other records in the system in an orderly fashion based on the record you’re currently viewing, such as a Customer or a Sales Order. But what if you have a custom record that also has related information? Where is it when you view your custom record entry? You can stop looking because there isn’t one, at least not yet.
A Custom Sublist can be created and applied directly to your custom record to display a result set based on the context of the record you’re viewing. Here’s a scenario:
Firstly, we need to create a Save Search in the system to display the result and select the appropriate columns one needs to view on a general day-to-day basis. Here are some quick points about this Save Search:
The final step is to assign your search to a custom sublist on your custom record definition. Edit your custom record and add your search as an entry.
NetSuite requires you to provide a Label for your sublist and the field it uses to trigger the filter on your save search, so how it filters based on the record you are viewing.
If required, you can modify your custom form for your custom record entries in order to geographically set your new list in the most appropriate spot on the form.
In this example, the custom sublist is displaying two transaction lines that this record we’re viewing, “Sample Test 2”, is being referenced on. My search results match the display results on my saved search definition, and I’ve provided the user with both the Date and Document Number fields so they can jump directly to the related record.
These Saved Search sublists can be a simple but valuable tool in providing key-related information for your standard and custom records. For more information or assistance please contact us at email@example.com.
Creating a Save Search Sublist on a Custom Record in NetSuite