Creating Shortcuts to Saved Search Results
If you do not want to display a saved search's results right on a page, but you still want access to them, you can create a shortcut. Shortcut links appear as menu options under the star menu available on every NetSuite page, and in the Shortcuts portlet, if any. You can add shortcut links for multiple saved search results pages.
If a Shortcuts portlet does not yet exist on a page, you may be able to add it. For instructions, see Adding a Portlet to a Dashboard.
To create a shortcut on your home page to saved search results:
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Run the saved search to get to the results page. (For information, see Accessing a Saved Search or Defining a Saved Search.)
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On the Search Results page, go to the star menu and click the Add to Shortcuts option.
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In the Add Shortcut popup:
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You can modify the name for the shortcut link. By default, it is “<saved_search_name> Results”.
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You can check the box to indicate that the search results page should open in a new window when the shortcut link is clicked. By default, the results page opens in the same window.
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Click Save.
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There are other ways to add shortcuts links. For information, see Shortcuts Portlet.
Another way to link to search results from your dashboard is to make the search available for reminders and add it to the Reminders portlet. Each reminder link includes a count of search results; the link does not display if the search has 0 results. For more information, see Creating Custom Reminders .