Adding Saved Search Permission to a role

The client would like to add permission to create a saved search to certain role. In order to achieve this requirement we can add the “Find Transaction” permission under the transaction subtab and choose the “Custom Search” under the list subtab. On saving the record, the Employee with that specific role can create a custom… Continue reading Adding Saved Search Permission to a role

Search to get item child name

Use the below formula to return only the item’s child name in a saved search. Formula(Text): ltrim(regexp_substr({name},'[^:]*$’)) For example without the formula a parent: child item will display as: Parent Item Name: Child Item Name Using the formula only the Child Item Name will display. search export:var itemSearchObj = search.create({type: “item”,filters:[[“name”,”is”,”SKTHA96976″]],columns:[search.createColumn({name: “itemid”,sort: search.Sort.ASC,label: “Name”}),search.createColumn({name: “formulatext”,formula: ” ltrim(regexp_substr({name},'[^:]*$’))”,label: “Formula (Text)”})]});

Transaction Saved Search to Display List of Transactions with a Specific Number of Lines

To create a saved search to show a list of transactions, for example Purchase Orders, with only one line or any specific number of lines, follow the steps below: Navigate to Lists > Search > Saved Searches > New. Select Transaction as the Search Type. On the Criteria tab > Standard subtab, enter a filter for Type = Purchase Order. On the Criteria tab > Summary subtab, enter… Continue reading Transaction Saved Search to Display List of Transactions with a Specific Number of Lines

Getting transactions between two trandate

/** * Fetch transactions created between two dates * @since 2015.2 */function getTransaction () { try { var transactionSearchObj = search.create({ type: “transaction”, filters: [ [“type”, “anyof”, “CustCred”, “CustInvc”], “AND”, [“mainline”, “is”, “F”], “AND”, [“shipping”, “is”, “F”], “AND”, [“cogs”, “is”, “F”] ], columns: [ search.createColumn({ name: “custbody_eb_channel”, summary: “GROUP”, label: “Channel” }), search.createColumn({ name: “formulacurrency”,… Continue reading Getting transactions between two trandate