1. SuiteCloud Platform
  2. Customization
  3. Custom Fields
  4. Advanced Features for Custom Fields
  5. Creating Custom Fields with Values Derived from Summary Search Results
  6. Steps for Creating a Summary Search Custom Field

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.

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:

  1. 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.

    • 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.

    • 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.

    • 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.

  2. Create or edit the custom field. For general instructions, see Creating a Custom Field.

    • Select the search on the custom field's Validation & Defaulting subtab.

    • Optionally, you can select a Compare To field. You can use the Compare To field in cases where you want to place the custom field on a form for a record type that's different from the summary search record type. For example, you may want to place a custom entity field showing the result of a customer record summary search on an employee custom form. To do this, you could select an employee record field whose values could be matched to the values for the search's Available Filter field. Search results field values for all records with matching values for the Compare To field and Available Filter field would be used to calculate the value of the summary search custom field.

    • Don't enable the Store Value option, because values for rollup custom fields aren't stored.

Related Topics

General Notices