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Troubleshooting: Customizing the Global Search Prefix and Suffix with CloudExtend Outlook
Troubleshooting: Customizing the Global Search Prefix and Suffix with CloudExtend Outlook

OLNS | Learn how to add global search prefix and suffixes to identify more records when searching

Updated over a week ago

NetSuite allows for prefixes and suffixes to be automatically added to transaction numbers. For example, invoice number 65321457 can have a prefix of "INV" resulting in invoice number INV65321457. As a result of this a global search for 65321457 will fail to find any matching records, even in the NetSuite UI.

Recommended Solution

To overcome this limitation admins can now enable a search prefix or suffix such as β€œ%” that CloudExtend would use during the global search. Adding a wildcard prefix such as % to the search will surface the desired records. In the example above, %65321457 will surface invoice INV65321457.

To do this a NetSuite admin should follow the steps below.

Step 1: Locate the Celigo Global Search deployment (Customization> Scripts > Script Deployments.
To make it easier to find filter on:

  • Type = Restlet

  • API version = 2.0

Step 2: Edit the deployment and select the parameters tab.

Step 3: Under the search term template enter the desired wildcard. Always be sure that {term} is included. This will hold the data used in the global search. In the example above the % sign is the prefix and 65321457 is the term. CloudExtend will then initiate a global search with %65321457. If you wanted to add the % as a suffix you could enter {term}%.

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