Forums › Cached › Customization › Searches / List Views

This topic contains 3 replies, has 0 voices, and was last updated by Veda 7 years, 1 month ago.

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  • September 12, 2017 at 10:07 am #22732 Score: 0

    cjparker84
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    I have a search I create that is bring back a list of customer records including a sub-record of reps assigned.

    When I add the "reps assigned" to the available filter, it only brings up a list of:

    – All-

    – Unassigned –

    – Mine –

    – My Team

    etc…

    I would like to have the available filter use a contains for the sales rep (e.g. I can enter "Smith" for anyone with the first or last name "Smith").

    I have my search results include a FORMULA (TEXT) field that brings back the name of the rep as a text value versus a record. But I can't find a way to have that formula field show in the "available filters" for someone to enter "Smith" in to get a list back that meets that contains search. The available filter list itself is set to "contains" so any fields I add that are text based (versus record based) work exactly as I want… I just can't seem to get the rep to show that way.

    Any help is appreciated.
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  • September 12, 2017 at 10:11 am #22733 Score: 0

    javier
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    Hi CJ,

    You have to go down to the Sales Rep Fields and pull the Name/ID as your Available Filter. If you just choose Sales Rep on the customer, this is a list/record type field, but if you instead use the Name field from the Sales Rep Fields, this should get you the desired effect. Hope that helps.

  • September 12, 2017 at 10:21 am #22734 Score: 0

    cjparker84
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    Originally posted by javier

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    Hi CJ,

    You have to go down to the Sales Rep Fields and pull the Name/ID as your Available Filter. If you just choose Sales Rep on the customer, this is a list/record type field, but if you instead use the Name field from the Sales Rep Fields, this should get you the desired effect. Hope that helps.

    Thank you for the feedback. I tried this, but unfortunately it had the same result of a limited group to pick. The "sales rep" field itself works fine, but the record I am calling on is deeper than that. Essentially we have a "seals team" record list which entities entered in there. We have sales reps, but then we have account managers who own it as a direct POC for daily operations (versus sales).

    Is there no way to use a formula field as an available filter?

  • September 26, 2017 at 1:14 am #22735 Score: 0

    Veda
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    Issue you are seeing could be due to the active records count being > 1000. Pls see this link: https://netsuite.custhelp.com/app/an…ssigned%20mine

    thanks,

    Veda.

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