NetSuite: Bypass Drilldowns on Saved Searches With Summary Types

Question: When clicking on a record from saved search results, I'm directed to the drill down. Can I set up the saved search so I am taken to the record directly?

Short Answer: Yes, that behavior is possible through the use of formulas.

The reason that's happening is because your search likely uses Summary Types on the Results tab. As standard behavior goes, clicking on a record from the summary will take you to the details of the results. If you want a field to take you directly to the record when clicked, you can try the following:

  1. Edit the Saved Search
  2. Click Results
  3. Field: Select Formula (Text)
  4. Formula: Enter '<a href=URL'||{internalid}||'">'||{field_id}||'</a>'
    Note: Replace URL with the URL of the record, excluding the internal ID. Replace field_id with the actual field ID.
    • Summary Type: Select Group
  5. Click Save & Run

Example:
In a transaction search, Document Number and Name are grouped (Summary Type = Group). The formula would have the following:
  • URL: https://tstdrv2113864.app.netsuite.com/app/accounting/transactions/salesord.nl?id=
  • field_id: number
The formula would look something like this:
  • '<a href=https://tstdrv2113864.app.netsuite.com/app/accounting/transactions/salesord.nl?id='||{internalid}||'>'||{number}||'</a>'

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In the same example, if you want to be directed to the customer record instead of the transaction record, you will need to use the URL of the customer record.

The formula for that would be:
  • '<a href=https://tstdrv2113864.app.netsuite.com/app/common/entity/custjob.nl?id='||{customermain.internalid}||'>'||{name}||'</a>'

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