Customizing Your Tax Report Using Saved Searches

You can now customize the tax report using your Saved Searches. You can add these in the str_localized_searches.json file.

The following are the attributes that you need to customize in str_localized_searches.json:

Base Object

The following table describes the fields you need to complete for the Base Object:

Attribute

Type

Description

list

SearchDefinition[]

Contains the list of SearchDefinition objects to be created in the target account.

Search.Search

The following table describes the attributes you need to complete for Search.Search:

Attribute

Type

Description

title

string

Name of the saved search.

id

string

Id of the saved search.

islegacy

boolean

If saved search is for Legacy environment.

type

string

Record type.

columns

Column[]

A list of Column objects.

filters

Filter[]

A list of Filter objects.

filterexpression

Array of/or string[]

Please see Search.filterExpression in help.

isPublic

boolean

Determines whether a Saved search is public or private.

By default, this will be set to true.

settings

Setting[]

A list of Setting objects.

Search.Column

The following table describes the attributes you need to complete for Search.Column:

Attribute

Type

Description

name

string

Id of the Field.

join

string

Id of the Join field.

summary

string

Summary to be used for the column.

sort

string

Sorting definition, use "ASC" or "DESC".

formula

string

The formula to be set on the field. Only Application for formula-type columns.

label

string

The name of the column when shown in the saved search.

feature

string[] or string

A list of required features.

Column will not be added if features are not enabled, adding these columns requires the user to "re-rerun" object installation scripts. It should be rerun after enabling the features.

Search.Setting

The following describes the fields you need to complete for Search.Setting:

Attribute

Type

Description

name

string

Id of the setting.

value

string

Value for the setting.

feature

string[] or string

A list of required features.

Setting will not be used if features are not enabled. To use these settings, users are required to "re-rerun" object installation scripts. It should be rerun after enabling the features.

Related Topics

Updating and Modifying the Country Tax Report
Setting a UUID for your Tax Report
Customizing the Report Schema in Your Tax Report
Customizing Your Tax Report Using SuiteQL
Customizing Your Report Schema
Customizing the Summary File
Customizing the Meta File
Setting Up Your Registry Records
Customizing Your Report Processors
Customizing Your Tax Report Template

General Notices