Use this saved search to track all NetSuite records linked to OneDrive or SharePoint files through the CloudExtend Files tab.
The saved search helps admins and Enterprise users easily identify which records have file or folder associations with OneDrive or SharePoint.
About the CloudExtend Files Tab
The CloudExtend Files Tab displays the files and folders associated with each NetSuite record.
Only licensed Enterprise users can access, upload, or view files and folders (with proper OneDrive/SharePoint permissions).
Creating the Saved Search
Step 1: In NetSuite, go to Reports> Saved Searches > All Saved Searches > New
Step 2: Select Celigo CloudExtend File System Record
Step 3: Under the Results tab, add the following fields to the Columns section.
Associated Record Id
Associated Record Type
Is Folder
File Name
Formula (HTML) - copy and paste the formula below.
'<a href = ' || {custrecord_celigo_ce_fs_file_url} || ' target=_blank>Link</a>'Associated User Display Name
See Sample Output below:
Need help?
Please try searching for your issue at support.cloudextend.io. Odds are we've seen the issue before and have already written an article. If you've exhausted your search options we can still help.
🔵 We have an in-app messaging feature for any user to reach out to get Support. Try chatting with us (bottom right of our support site)!
🔵 Send an email to cloudextend-support@celigo.com
Please provide as much detail as possible. Screenshots are welcome!