Version: 1.0.0
Audience: User

Use Cases:

  • Updating/editing NetSuite records without logging in NetSuite.
  • Updating a long list of records more swiftly.
  • Sharing NetSuite record lists to external users to edit/update.

Overview:

eXtendSearch allows you to use a web-accessible hyperlink that can be used to edit NetSuite records based on the results of its associated Saved Search in NetSuite.  This allows you to make simple, quick changes to a group of NetSuite records without needing to navigate to slower-loading NetSuite pages.

Using eXtendSearch:

Open an existing eXtendSearch URL for a Saved Search you’re wanting to inline edit with eXtendSearch.  If you need an eXtendSearch created, please contact your NetSuite Administrator. 
  1. After accessing the eXtendSearch URL, you can navigate between the various pages using the Next and Previous buttons. Note: depending on the template chosen by your Administrator the results may have a Load More Data button at the bottom of the page instead of pagination. 

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  2. To edit fields in the eXtendSearch, click within their cell and make your changes.  After you have edited your field, it will be displayed in Yellow.  After the change has been submitted to NetSuite, it will turn back to its base color. You can view a video demo of the process here. Note: depending on the template chosen by your Administrator, the changes may be auto-committed to NetSuite, or you may need to click a Submit button in order to submit the changes to NetSuite. 

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  3. Date-based fields will open a Date Picker. 

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  4. Select fields will open a Drop-down Select field.  Note: there is currently a limit of 200 options within the drop-down. 

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  5. Hyperlink fields are clickable and will open in a new browser tab.  To edit a hyperlink field, click within the empty space in the cell. 

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  6. Depending on your template, click the Submit button to update your edited records in NetSuite.