Setting Search Defaults for a Role

• Click the Searches subtab to set saved search definitions to be used as defaults for the search forms, search results, list views, sublist views, and dashboard views available to a role. For each kind of view, you also can make the selected saved search the only one available for a record type.

  You make these selections by record type. When you select a record type on the Standard or Custom Record subtab, you can do the following:

  • In the Search Form column, select a saved search to simplify the default search form for the selected record type.

    By default, the simple search form for each record type displays a system-defined set of fields that can be used as filters. Selecting a saved search here applies the saved search's available filters to be the only fields on this form for this role.

    A preferred search form also can be defined on a saved search record. See Defining a Saved Search as a Preferred Search Form.

  • In the Search Results column, select a saved search to be applied to the default global and quick search results for the selected record type.

    This option applies all saved search settings, including criteria, results, and available filters, to the global and quick search results for the selected record type, for this role.

    Preferred search results also can be defined on a saved search record. See Defining a Saved Search as Preferred Results.

  • In the List View column, you can select a saved search to be the default list view for the selected record type. To make that saved search the only list view available, check the Restricted box.

    For each record type that is available in a list, a system-defined set of columns displays by default. The displayed set of records and fields is called a list view. The selection of a saved search here overrides the system default definitions.

  • In the Sublist View column, you can select a saved search to be the default sublist view for the selected record type. To make that saved search the only sublist view available, check the Restricted box.

    Some record lists may be displayed on a subtab of another record. For example, a list of transactions may display on the History subtab of an item record. This type of list is called a sublist. The selection of a saved search here overrides the system default definitions.

  • In the Dashboard View column, you can select a saved search to be the default view in a dashboard List portlet for the selected record type. To make that saved search the only dashboard view available, check the Restricted box.

    A record list displayed in a List portlet on the dashboard is called a dashboard view. The selection of a saved search here overrides the system default definitions.

  For general information about views, see Working with List Views, Sublist Views, and Dashboard Views . For information about saved searches as views, see Using a Saved Search as a View.

Related Topics

• Customizing or Creating NetSuite Roles
• Customizing and Creating Roles
• Assigning Core Administration Permissions
• Administrator – No HR/Employee Access SuiteApp
• Restricting Role Access to Accounting Books
• Restricting Role Access to Subsidiaries (OneWorld Only)
• Setting Employee Restrictions
• Setting Department, Class, and Location Restrictions
• Setting a Role as Issue Role for Issue Management
• Setting a Role as Web Services Only Role
• Setting a Role as Single Sign-On Only Role
• Restricting a Role by Device ID
• Restricting a Role by IP Address
• Setting Two-Factor Authentication Requirements
• Setting Permissions
• Setting Default and Restricted Forms
• Setting Role-Based Preferences
• Translating Custom Role Names
• Selecting a Dashboard for a Role

General Notices