Create a saved search to track records in NetSuite with folders or file associations from OneDrive and SharePoint using the CloudExtend files tab.
The CloudExtend Files Tab is where you can see the files and folders associated with NetSuite records
Only licensed Enterprise users can access the files and folders on the CloudExtend Files tab (assuming they have the proper permissions from OneDrive for Business to view them). Learn more about this feature here.
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:
