How to Add Another Criteria to NetSuite Global Search

Are you tired of sifting through endless search results in NetSuite? Do you wish there was a way to refine your searches with specific criteria? Look no further, because we have the solution for you! In this article, we will guide you through the process of adding another criteria to NetSuite’s global search, saving you time and improving your overall search experience.

What Is NetSuite Global Search?

NetSuite Global Search is a robust tool that enables users to easily search for information across multiple modules within the NetSuite system. It offers a fast and efficient method for locating relevant data, including customer records, sales orders, and inventory items. By simply entering keywords or phrases, users can quickly access results from various modules, saving valuable time and effort.

For even more precise results, users can add additional criteria such as filters or specific fields to refine their search. This feature is especially useful for obtaining accurate and targeted information. To optimize the use of NetSuite Global Search, it is recommended to utilize advanced search operators, saved searches, and customized search preferences tailored to specific business needs.

Why Would You Want to Add Another Criteria to NetSuite Global Search?

NetSuite Global Search is a powerful tool that allows users to search for records and data across the entire NetSuite platform. However, there may be instances where the default search criteria is not enough to find the desired results. In this section, we will explore the reasons why you might want to add another criteria to NetSuite Global Search. From narrowing down search results to improving search relevance, we will discuss how this additional criteria can enhance your search experience.

1. To Narrow Down Search Results

To narrow down your search results in NetSuite Global Search, follow these steps:

1. Edit Global Search Configuration: Access the Global Search Configuration page.
2. Add the New Criteria: Select the criteria you want to add from the available options, such as filtering by record type or specific fields.
3. Save Changes and Test Search: Save your configuration changes and test the search using the newly added criteria.

By adding another criteria, you can refine your search and focus on specific results that match your requirements. This helps you save time and find the information you need more efficiently.

2. To Improve Search Relevance

To improve the relevance of your searches in NetSuite Global Search, follow these steps:

1. Edit Global Search Configuration: Access the settings for Global Search Configuration in NetSuite.
2. Add New Criteria: Choose the additional criteria you want to include in your search, such as specific fields or attributes.
3. Save Changes and Test Search: Save the changes made to the Global Search Configuration and perform a test search to see the impact of the added criteria.

Pro-tip: Experiment with different combinations of criteria to find the best way to refine your search results and improve relevance.

How to Add Another Criteria to NetSuite Global Search

NetSuite’s global search feature allows users to quickly search for records and information within the system. However, what if you need to add another criteria to your global search to further refine your results? In this section, we will walk through the steps of adding an additional criteria to NetSuite’s global search. By following these simple steps, you will be able to customize your search results and find the information you need more efficiently. So let’s get started by editing the global search configuration.

1. Edit Global Search Configuration

To modify the global search configuration in NetSuite, follow these steps:

1. Access the NetSuite global search settings.
2. Click on the “Edit Configuration” button.
3. Review the existing criteria and select the one you want to edit.
4. Click on the “Edit” button next to the chosen criteria.
5. Make the necessary changes to the criteria, such as adding or removing fields.
6. Save the changes.

By editing the global search configuration, you can customize the search criteria to better suit your needs and improve the accuracy of search results.

2. Add the New Criteria

To add a new criteria to NetSuite Global Search, follow these steps:

1. Edit Global Search Configuration.
2. Add the new criteria by specifying the field or fields you want to search.
3. Save the changes and test the search to ensure the new criteria are working properly.

By adding the New Criteria, you can further refine your search results and improve the relevance of the information you find. NetSuite Global Search offers various criteria options, including basic, advanced, and custom criteria, allowing you to tailor your search to specific needs. When using multiple criteria, it’s helpful to utilize filters to narrow down results, use wildcards for more flexible searches, and consider the order of criteria when setting up the search.

3. Save Changes and Test Search

After adding another criteria to NetSuite Global Search, it is important to save changes and test the search to ensure its effectiveness. Here are the steps to follow:

1. Click on the “Save” button to save the changes made to the Global Search configuration.
2. Run a test search using the new criteria to see if the desired results are being returned.
3. Review the search results to ensure they are accurate and relevant to the added criteria.

Fact: Testing the search after making changes is crucial for verifying the functionality and efficiency of NetSuite Global Search.

What Are the Available Criteria for NetSuite Global Search?

NetSuite Global Search is a powerful tool that allows users to quickly and efficiently find relevant records within the NetSuite system. However, did you know that there are different criteria that can be used to refine your search results even further? In this section, we will discuss the various criteria available for NetSuite Global Search, including basic criteria, advanced criteria, and even custom criteria. By understanding these options, you can maximize the effectiveness of your searches and save time in finding the information you need.

1. Basic Criteria

Adding another criteria to NetSuite Global Search can help narrow down search results and improve search relevance. Here are the steps to add another criteria:

1. Edit Global Search Configuration
2. Add the new criteria, including basic criteria, to refine searches
3. Save changes and test the search

Basic criteria are available for NetSuite Global Search and can be used to enhance search experiences. Consider using filters to narrow down results, utilize wildcards for more flexible searches, and carefully consider the order of criteria when setting up the search. By following these steps and effectively utilizing basic criteria, you can improve your search experience in NetSuite Global Search.

2. Advanced Criteria

To improve your NetSuite Global Search, consider utilizing advanced criteria. Follow these steps to add advanced criteria:

1. Edit Global Search Configuration: Access the NetSuite Global Search settings in the administration menu.
2. Add the New Criteria: In the configuration, select “Advanced Criteria” and specify the additional criteria you want to incorporate.
3. Save Changes and Test Search: Save the updated configuration and test the search functionality to ensure the new criteria are functioning properly.

By implementing advanced criteria, you can fine-tune your search results and efficiently locate the desired information.

3. Custom Criteria

To enhance the criteria for NetSuite Global Search, simply follow these steps:

1. Edit Global Search Configuration: Go to the Search Preferences page and click on the “Edit” button next to Global Search Configuration.
2. Add the New Criteria: In the Criteria section, click on “Add Criteria” and choose “Custom Criteria” from the drop-down menu.
3. Save Changes and Test Search: Once the custom criteria is added, save your changes and test the search to ensure it is functioning correctly.

Incorporating custom criteria allows for a more precise and targeted search experience in NetSuite Global Search. It allows you to customize your search to meet your specific requirements and efficiently find the desired information.

What Are Some Tips for Using Multiple Criteria in NetSuite Global Search?

NetSuite Global Search is a powerful tool for finding specific data within the system. However, sometimes one criteria is not enough to narrow down the results to exactly what you need. In this section, we will discuss some tips for using multiple criteria in NetSuite Global Search. By incorporating filters, utilizing wildcards, and considering the order of criteria, you can efficiently and effectively find the data you are looking for.

1. Use Filters to Narrow Down Results

To narrow down search results in NetSuite Global Search, follow these steps:

1. Access the Global Search Configuration settings.
2. Identify the criteria you want to add to further filter results, such as using filters to narrow down results.
3. Add the new criteria to the configuration.
4. Save your changes and test the search with the added criteria.

By using filters in NetSuite Global Search, you can refine your search and get more specific results based on your desired criteria, including using filters to narrow down results. This helps to streamline and focus the search process, saving time and improving efficiency.

2. Utilize Wildcards for More Flexible Searches

To make your searches more flexible in NetSuite Global Search, you can use wildcards. Here are the steps to do so:

1. Include an asterisk (*) in your search term to represent any number of characters. For example, searching for “cust*” will return results like “customer,” “customization,” and “custodian.”
2. Use a question mark (?) to represent a single character. For example, searching for “c?t” will return results like “cat,” “cut,” and “cot.”
3. Combine wildcards with specific terms to refine your search. For example, searching for “cus*er” will return results like “customer” and “customize.”

By using wildcards, you can conduct more flexible searches and find the information you need more efficiently. Happy searching!

3. Consider the Order of Criteria When Setting Up Search

When configuring a search in NetSuite Global Search, it is crucial to carefully consider the order of criteria in order to optimize the results. Follow these steps:

1. Access the Global Search Configuration settings in NetSuite.
2. Add the desired fields or parameters as new criteria.
3. Save the changes and test the search to ensure it produces the desired results.

Here are some helpful tips to keep in mind when using multiple criteria:

• Utilize filters to narrow down the search results and focus on specific criteria.
• Wildcards can be used for more flexible searches, allowing for variations in keywords or values.
• Consider the order of criteria when setting up the search, as it can greatly impact the relevance of the results.