A Saved Search is a request for information. By specifying criteria and results information in NetSuite you will be able to search through hundreds, thousands or millions of records in NetSuite to pinpoint exactly what you need.
Saved Search is used for lists, dashboard elements ,marketing groups, exporting data etc. Navigation for creating new saved search is go to Reports < New Saved Search( or Reports > Saved Searches > All Saved Searches > New).
Case When Formulas
It allows you to incorporate logic into your formula to return static or dynamic value. This can be used on your saved search filter or result column.
- Add Formula (Numeric) field and set the following options for Results subtab:
- Summary Type = Sum
- Formula = CASE WHEN {name of field added } = ” THEN 0 ELSE 1 END
- For example ,
- CASE WHEN {transaction.type}= ‘Opportunity’ THEN {transaction.internalid} END
- CASE WHEN {transaction.type}= ‘Estimate’ THEN {transaction.internalid} END