Steps for Creating a Summary Search Custom Field
This topic describes the steps for creating a summary search custom field. For general information, see Creating Custom Fields with Values Derived from Summary Search Results.
Before You Begin
Determine the saved search result that the custom field will display. The results field must use one of these summary types: Count, Sum, Minimum, Maximum, or Average. The Group summary type is not supported.
Also, select a custom field data type that supports summary search derived values. The data type must be appropriate for the value returned by the saved search. For more information, see Custom Field Data Types that Support Summary Search Derived Values.
Creating a Custom Field with a Value Derived from a Summary Search
You can create a custom field with a value derived from a summary search.
To create a custom field with a value derived from a summary search:
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Create or edit a summary saved search that rolls up to the result you want to display in the custom field. For more information, see Defining a Saved Search.
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Add search criteria to filter out any records/lines you don't want included in the rollup value. For more information, see Advanced Search Criteria Filters.
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Define a search results field for which values will be rolled up, and select a summary type. You can use these summary types: Count, Sum, Minimum, Maximum, and Average. (Group summary type isn't supported.) For instance, you could use Quantity as the results field and Sum as the summary type. For information about summary types, see Summary Type Descriptions.
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Define an available filter field. The field is used to filter search results to include only those records with available filter field values that match the available filter field value of the current record. The value displayed for the summary search custom field is a rollup of search results field values for the records that have matching available filter field values. For more information, see Selecting Available Filters for Saved Searches.
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Create or edit the custom field. For general instructions, see Creating a Custom Field.
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Select the search on the custom field's Validation & Defaulting subtab.
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Optionally, select a Compare To field when the custom field appears on a form for a different record type from the summary saved search record type. For example, you can display a custom entity field that uses the results of a customer summary saved search on an employee custom form. In this case, select an employee field whose value matches the saved search's Available Filter field value. NetSuite uses matching values in the Compare To and Available Filter fields to identify search results to roll up. It calculates the custom field value from those results.
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Clear the Store Value box, because values for rollup custom fields aren't stored.
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To verify, open a matching record and confirm the calculated value.