On a NetSuite saved search filter, one problem that you may encounter is a clunky list for a field, such as item or customer, on your filters without the ability to make a targeted search in your filter (highlighted below in red). This issue can be easily solved by simply creating a joined-field filter, as shown in the example above (highlighted in green).
How to Setup a NetSuite Saved Search Text Box Filter
Most NetSuite users are quite familiar with how to create saved searches, so I'll focus here on the steps directly related to the filter.
If you need a more detailed tutorial on how to setup Saved Searches in NetSuite, check out this article that my teammate Caleb wrote back in October of 2022: NetSuite Saved Searches: A Complete Guide
To set up the filter on your saved search to act as a text box filter, you will need to create a joined-field filter.
Step 1: Begin by navigating to the NetSuite saved search you want to customize.
Step 2: Select the target record used in your filter (in this example, the item number record, but it could be any, such as Customer), and select the field you need within that target record.
Now, the filter box can be used for a more targeted search instead of scrolling through a ton of selections!
Author: Grant Steele
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