This article is relevant if you are seeking to perform action from a NetSuite list.
Background
Many times, you need to work NetSuite records and perform some action. For example, you may need to invoice your open sales orders. While NetSuite offers a “Bill Sales Order” function, perhaps you want to produce your invoices one at a time — yet you want to organize your invoice work from a list of sales orders.
The typical way this would work is to first create a Saved Search of open Sales Orders. You would then need to drill into the specific Sales Order so that you could click the “Fulfill” button to drive the invoice function. Respectfully, your configuration may be different because you use Item Fulfillments to drive inventory management. However, the pattern is the same:
- List: review relevant transactions.
- Open: drill into the specific transaction.
- Act: Perform an action on the specific transaction.
Discover How NetSuite Drives Action
- id: the id tag is the Sales Order internal ID (most important in our example)
- transform=salesorder: a static (doesn’t change) element which tells the invoice function to transform the Salesorder to an Invoice
- memdoc=0: a static (doesn’t change) element which tells NetSuite we are not coming from a memoried document (0 = false, 1 = true)
Craft Hyperlinks on Your NetSuite Saved Search
Enhance Your NetSuite Account
Marty Zigman
Holding all three official certifications, Marty is regarded as the top NetSuite expert and leads a team of senior professionals at Prolecto Resources, Inc. He is a former Deloitte & Touche CPA and has held CTO roles. For over 30 years, Marty has produced leadership in ERP, CRM and eCommerce business systems. Contact Marty to set up a conversation.
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Awesome trick to handle this.Since many a times we cannot trigger a user event like a button click.This trick will definitely help.
thanks for the great tips firstly
wondering if you can create “Make Copy” for a transaction?
Thanks
The trick here is to decompose the action of what happens in a copy event. Looking at a Sales Order, it appears that there is some server side interaction happening. As such, I would probably build a SuiteLet that takes parameters and emulates the copy function.
Marty
Great tip, though I’m dealing with a button that triggers JS. I need to automate that action every time user has created a new record. Any suggestions on implementing this on a JS button?
I am confused by your question. Are you trying to create a button on a form that will call a script with a specific ID when a new record is created?
Marty
I Would like to add a link to a saved search column which executes a workflow button (button lives on a custom record). Assuming this can be done, I’m not quite sure how to use the info acquired from the dev tools inspect feature to accomplish building the parameterized url.
Hi Kevin,
A link from a Saved Search would be more appropriate to call to a SuiteLet to drive functionality (which may be currently defined in a workflow).
Marty