Defining a Saved Search as a Preferred Search Form

By default, the simple search form for each record type displays a system-defined set of fields that can be used as filters. To simplify your searches, you can apply your saved search's available filters to be the only fields on this form. If you are an administrator or another user with the Publish Search permission, you can define a preferred search form for other users too.

For details, see:

• Setting My Preferred Search Form

• Setting a Preferred Search Form for Other Users

Be aware that account administrators also may customize roles to set up default search forms for one or more record types per role. See Customizing or Creating NetSuite Roles.

Setting My Preferred Search Form

To set up your saved search to be used as your preferred simple search form, go to the Available Filters subtab of the saved search definition page, add filter fields, and check My Preferred Search Form.

For example, you can set up the following search to be your preferred form for customers:

Your simple search form looks like this:

Setting a Preferred Search Form for Other Users

The Roles subtab of each saved search page has a set of Preferred Form check boxes you can use to apply the saved search's available filters to the simple search form, for some or all of the search audience.

• To use a saved search as the preferred form for all users, check Preferred Search Form.

  You must first make the search public and add at least one filter to the Available Filters subtab, before you check this box.

• To use a saved search as the preferred form for a subset of the audience, check Form boxes for specific roles.

Forms are the pages used to enter information into the NetSuite database. Setting preferred forms for your employees lets you control the entry and transaction forms employees use to enter data. This maintains consistency in your company and lets you capture the information that is most important to your business.

General Notices