Adding Personalized Search Forms to NetSuite Pages

You can add search form portlets to NetSuite pages to quickly find the records you need.

You need to create a personalized search form before you can display it in a portlet. For information, see Personalizing a Search Form. After you've made your personalized form, you can add it to any NetSuite dashboard with a search form portlet.

To add a personalized search form to a NetSuite page:

1. Click Personalize Dashboard on the NetSuite page to which you want to add your form.

2. In the Add Content panel, under the Standard Content folder, click or drag the Search Form item.

3. In the Search Form portlet, click Set Up.

4. In the Search Form:Search field, enter the name of the preferred search form. Click List to see all available search forms.

5. Click Save.

You now can use your personalized form to search directly from this page.

Note:

You need to complete different steps to add a search form to a website. See Search Forms.

Related Topics

• Personalizing a Search Form

General Notices