This article is essential for NetSuite administrators and developers looking for a method to create filter definitions in a NetSuite fully flexible inline edit feature.
Background
In 2018, I wrote an article, Solved: NetSuite Inline Edits That Really Work!, demonstrating that it is possible to create NetSuite Saved Searches that enable edits on every field. The article addresses the frustration of creating saved searches, displaying them on NetSuite form sublists, and then discovering that users cannot fully edit some fields.
Recently, we enhanced the NetSuite Flexible Inline Edits to include filter definitions. Similar to NetSuite filters, this enhancement allows us to filter our now editable NetSuite lists further.
Viewing NetSuite Editable Saved Searches
To quickly illustrate, below is a screenshot (click to enlarge) of a NetSuite saved search acting as a sublist on a form. Attaching a saved search as a sublist to a form is a powerful way to create a fully informed user experience for greater application usefulness. However, as most NetSuite Administrators understand, and as my 2018 article illustrates, some fields can be frustratingly non-editable.
In that article, I supply a short 4:24 video showing the ability to edit all the fields.
Now, with the addition of filter definitions, we gain even more flexibility, bringing us closer to what a NetSuite Administrator may consider essential for optimizing user experiences. See the image below for an illustration.
Watch Short Video on How to Define the Flexible Inline Edit Filter
The great part of this system is that it doesn’t require any scripting. Instead, we use a well-defined structure of application settings to drive the functionality of Flexible Inline Edit. In gratitude, Matthew M., Senior Technical Analyst in our Technology Practice, outlines this enhancement and explains the definitions of application settings.
Once administrators understand the setting structure, they can create as many Flexible Inline Edits as needed for their end-user community.
Click here to watch the short 1:24 video.
Get the NetSuite Flexible Inline Edit Capability
Like all the algorithms and intellectual property we’ve developed for our clients, this capability is available without a license charge. We believe the real value of the NetSuite platform lies in optimizing the environment to address real business concerns. We provide leadership and tactical expertise to help our clients achieve the promised return on the NetSuite platform. Once our clients are up to speed on our tools, they are free to leverage them to solve their unique challenges with no obligations.
If you found this article relevant, feel free to sign up for notifications to new articles as I post them. If you have a demanding need for editable NetSuite saved searches, let’s have a conversation.
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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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