How to Create Custom Fields with Values from Summary Search Results

An extremely useful but little known capability of NetSuite is that it allows you to create a custom field that displays values derived from summary saved search results. Each summary search field displays a rollup value for a selected search result field. This value is dynamically calculated each time a form containing the summary search field is displayed.

For example, you can use a summary search field to display the total quantity of all line items on a transaction. The summary search field provides an alternative to using SuiteScript to calculate a custom field’s values. Note that this functionality is very similar to that of custom sub-lists, except the search results are displayed in a field rather than a sub-list.

 

Steps for Creating a Summary Search Custom Field

 

To create a custom field with a value derived from a summary search:

  1. Create or edit a summary saved search that rolls up to the result you want to display in the custom field.
  1. Create or edit the custom field.

Types of Fields that Support Summary Search Derived Values

You can select a summary search to provide rollup values for the following types of custom fields:

Custom Field Data Types that Support Summary Search Derived Values

You can select a summary search to provide rollup values for custom fields of the following types:

Example Summary Search Custom Field

The following example shows the creation of a custom field to be displayed on custom purchase order forms, with the value of the field calculated by a purchase order summary search that sums the values for the purchase order line items’ Amount field. No Compare To field is needed, because the Internal ID field set as the Available Filter for the search can be matched to the Internal ID of the purchase order record displayed on the form.

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Current Limitations for Summary Search Custom Fields