A Linchpin's Journey

This is a concept I fabricated. Sometimes users would ask me to create a saved search and have a filter for a checkbox. That seems simple enough. NetSuite does allow users to filter based on the checkbox status - either unticked or ticked. But users would sometimes request to be able to filter ticked, unticked, or both in the results. As a workaround, I recommended to use a formula (text) as an available filter, where users can type t , f , or all . The criteria filter would be a formula (text), returning tall or fall (true or false respectively). It worked I guess. When doing this however, I recommend not adding other formula (text) filters in the criteria. Doing so will apply AND logic, and can mess up search results.

I am deeply saddened by the news about the recent layoffs happening in Oracle worldwide. I know what it feels like to unexpectedly lose a job. I even know the heartbreak of giving your all just to get fired, and even unpaid, after all your effort. I know the shame and disrespect of an angry boss (after my Oracle experience) that extorts you for their self-interest. In fact, I myself was fired from my previous employment. I held back from sharing this because I feared sharing this wouldn't inspire people to become linchpins if they'd get fired anyway. But I have come to realize why this story may be worth sharing. I left Oracle early this year as I would be taking up a NetSuite Admin role for a NetSuite partner. The company would be setting up operations in the Philippines, and the owner and CEO of the partner company saw my application. He proceeded to interview me and said he was very impressed with my profile. He told me that it was not easy to impress him. I thought to mys...

If you've read my previous posts, you may be aware that I've been complaining about the low salary I've been getting in Oracle. It's just really enough for our family. But it definitely is not going to be enough in case of emergencies or sudden expenses, like a car battery replacement, a rise in amortization costs, or  inflation. As much as I have loved my experience in Oracle, the recognitions, achievements, and of course, the people, I have other goals in life. There's more to it than just work. Financial goals, in particular, are what I needed to work on. And ultimately, the decision to leave Oracle seemed to be for the best. I've recently finished reading The Dip , by Seth Godin. I knew it would be a source of comfort as I enter this liminal space of unemployment. The book reaffirmed that my decision to leave was the right one, and that I had been in a cul-de-sac in Oracle all along. Oracle was truly a happy place. There was a lot of space to grow, but only ...

REGEXP_COUNT is quite interesting, especially when you combine it with NS_CONCAT. Doing so will allow you to count the number of elements in the NS_CONCAT results, allowing for further flexibility to your searches. Further, you can perform mathematical operations between multiple REGEXP_COUNT expressions. You'd normally think to create a calculated measure in the Analytics Workbook in order to perform this, but it appears there are times when a saved search is all you need. Here's an example: Say you want the search to show each sales rep, and the number of customers they have that are from referrals (marked via referral checkbox in the customer record). Sales orders, and phone calls have the same checkbox, and you want to count these too. To add, you have another checkbox, that indicates if an upsell was offered. The checkbox appears in sales order, call, and task records. Then you'd also want to count each instance the checkbox is marked. Using NS_CONCAT(DISTINCT) will re...

"Coming up" could mean a foreshadowing of events, such as telling you right now that I have been really busy these past few months. "Coming up" could also literally mean an escalation of a phase in life, to which I'm also foreshadowing. So I haven't posted in a while. I've been busy. November through March had been really tough months for our team, especially since there were a lot of code changes that would impact specifically the product area I handled. There were also slow days, where I got to take more time to myself, not really trying to be a linchpin. I didn't help out others as much during those times, as it was not my responsibility, after all. Though I could have, and that would have made a difference. Sometimes I guess you just need some time to breathe. I guess these were also the thoughts of the technical lead, who resigned and left the company on January 1. This was troublesome for the team, as now several people would have to chip in ...

Customizing the standard Campaign Response Summary report has its limits. Meanwhile, you can create a Campaign search, allowing you to add formulas in the criteria, and get much more targeted results. Once you have defined your criteria, head over to the Results tab and simply follow the table below. Field Summary Type Formula Summary Label Recipient Group     Campaign ID Count     Response Detail       Formula (Numeric)...

User wants to send an email that pulls the creator of a sales order via Freemarker. It is currently not possible to pull the creator of a sales order onto an email without customization. Navigate to Lists > Search > Saved Searches > New Click Transaction Search Title: Enter a title Public: Enter Checkmark Click Criteria Filter: Select System Notes System Notes Filter: Select Type Type: Select Create Click Set Click Results Click Remove All Field: Select Formula (Text) Summary Type: Select Maximum Formula: Enter {systemnotes.name} Click Available Filters Filter: Select Internal ID Click Save & Run Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New Label: Enter a label Type: Select Free-Form Text Store Value: Remove Checkmark Click Applies To Sale: Enter Checkmark Click Display Subtab: Select Main Display Type: Select Inline Text Click Validation & Defaulting Search: Select the search that was created Click Save View any Sal...