Using a Saved Search as a View

You can define a saved search's definition to be available for views to all of its audience, make it the preferred view for that record type's lists, or both. The search audience is defined by your settings in the Public box and the Audience subtab.

A list view is a definition of the records and fields to be displayed on a list page for a record type. A sublist view is a definition of the records and fields to be displayed on a subtab list for a record type. A dashboard view is a definition of the records and fields to be displayed in the List portlet for a record type. These view definitions are based on saved searches, so the saved search definition page enables you to reuse your search settings for list, sublist, and dashboard views.

Available as List View box
Important:

If the Use Expressions option is enabled for a search, inline editing is disabled in list, dashboard, and sublist views based on the search. If you want inline editing to be available for a view, ensure that the Use Expressions box on the Criteria subtab is not checked for the search that filters view results. See Using Expressions in Search Criteria.

Making a Saved Search Available for Views

Each saved search page has a set of Available as View check boxes in the header. You can enable one or more of these check boxes to make the saved search's definitions available for the audience to apply to list views, sublist views, and dashboard list portlets of the selected record type.

If a list, sublist, or dashboard List portlet does not include a View dropdown list, it means no saved searches for that record type have been made available for that type of view. Do not use record type names in search names.

In addition to the View dropdown list, users can click Customize View to create their own custom search to use as a custom view. See Working with List Views, Sublist Views, and Dashboard Views.

Note:

Account administrators can prohibit users with a specific role from using saved searches as views, even if the Available boxes have been checked, by restricting that role to use of one list view, sublist view, or dashboard view only. This setting is on the Searches subtab of the Role record. See Customizing or Creating NetSuite Roles.

Defining a Saved Search as a Preferred View

The Roles subtab of each saved search page has a set of Preferred View check boxes. You can check these boxes to apply the saved search's definitions to default views for lists, sublists, and dashboard list portlets of the selected record type.

Use the global preferred view check boxes at the top of the subtab to set preferred views for all users, based on public searches. The View dropdown list selection is sticky, which means it remembers the last users selection. The user’s selection takes precedence over any existing or newly created preferred view that may exist. For example, if a default view is added by an administrator, the default view will not supersede existing individual users' preference of view displayed by default.

Use the check boxes in the List, Sublist, and Dashboard columns to set preferred views per role.

Setting This Saved Search as the Default List View for All Users

To set this saved search as the default list view for all users, check the Preferred List View box. This option is available when the Public and Available as List View boxes are checked.

Note:

The Preferred List view serves as a default value set by administrator for all users in a company. Each user that owns such a permission, may create her own search and use it as a view which takes precedence over the company-wide preference for that user.

Setting This Saved Search as the Default List View for a Subset of Users

To set this saved search as the default list view for a subset of users, check the List box for each role that should use this saved search as the default list view. This option is available when the Available as List View box is checked.

Setting This Saved Search as the Default Sublist View for all Users

To set this saved search as the default sublist view for all user, check the Preferred Sublist View box. This option is available when the Public and Available as Sublist View boxes are checked.

Setting This Saved Search as the Default Sublist View for a Subset of Users

To set this saved search as the default sublist view for a subset of users, check the Sublist box for each role that should use this saved search as the default sublist view. This option is available when the Available as Sublist View box is checked.

Setting This Saved Search as the Default Sublist View for a Subset of Users

To set this saved search as the default sublist view for a subset of users, check the Sublist box for each role that should use this saved search as the default sublist view. This option is available when the Available as Sublist View box is checked.

Setting This Saved Search as the Default Dashboard View for all Users

To set this saved search as the default dashboard view for all users, check the Preferred Dashboard box. This option is available when the Public and Available as Dashboard View boxes are checked.

Setting This Saved Search as the Default Dashboard View for a Subset of users

To set this saved search as the default dashboard view for a subset of users, check the Dashboard box for each role that should use this search as the default dashboard view. This option is available when the Available as Dashboard View box is check.

Note:

Account administrators also may customize roles to set up a saved search as the default list view, sublist view, or dashboard view for a record type, or restrict a role from using a saved search as a list view, sublist view, or dashboard view for a record type. See Customizing or Creating NetSuite Roles.

Related Topics

Defining a Saved Search
Selecting Available Filters for Saved Searches
Defining Audiences for Saved Searches
Highlighting Search Results
Marking a Search Inactive
Editing or Deleting a Saved Search
Defining a Saved Search as Preferred Results
Defining a Saved Search as a Preferred Search Form
Using a Saved Search as a Reminder
Using Saved Searches for Customer Center Lists
Change of Sign for Expense Account Amounts in Transaction Saved Searches

General Notices