Netsuite Saved Searches Setup

Blesson Sam
Blesson Sam
  • Updated

Overview

Saved searches in Netsuite can be enabled as a read only entity in Syncari. To enable this, please update the synapse configuration.

Screenshot 2024-06-17 at 2.43.02 PM.png

Netsuite Permissions

The following permissions are required to setup Saved Searches in Netsuite

  • Lists -> Perform Search - > Full
  • Transactions -> Find Transaction -> Full

Schema

On top of the fields in the Saved Search results, Syncari will add 2 fields to the schema. 

  • Id - This will be set as the default Id field.
  • Last Modified Date

It is advised to update the schema to set an Id field from the search results that has a unique value. Live test by Id will not work with the default Id field.

To update the id field -

  • Create a draft schema  Screenshot 2024-06-17 at 2.54.03 PM.png
  • Assign a new field as IdScreenshot 2024-06-17 at 2.54.57 PM.png

 

 

 

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