Saved Search Allowlist

The integration acknowledges saved search IDs the prefixes of which begin with customsearch_nspbcs_. If you have the Administrator role and want to use other saved searches in your Planning and Budgeting, you need to place prefixes of the search IDs on an allowlist.

To place a saved search on an allowlist:

  1. In NetSuite, go to Planning & Budgeting > Setup > Saved Search Allowlist.

  2. Enter the prefixes of saved search IDs, separated with commas. The prefixes must begin with customsearch_nspbcs_.

  3. Click Save.

All saved searches the IDs of which begin with these prefixes become available in Data Management. If you change the list of these prefixes in NetSuite after executing the saved searches from Data Management, your changes have no effect on data synchronization. To reflect the changes in Data Management, you have to make corresponding updates in Data Management.

Related Topics

NSPB Sync Functionality in NetSuite UI
Forms/Dashboards
Import/Export Configuration
File Browser
Substitution Variables
Saved Search Settings
Account Metadata Hierarchy
File Encryption Password
Sync Checklist
Jobs Calendar
Manage Jobs
Activity Logs
NetSuite Planning and Budgeting

General Notices