Modifying Saved Searches for SCIS

This topic applies to

Applies to

SuiteCommerce InStore

The SuiteCommerce InStore SuiteApp installs a set of saved searches in your NetSuite account. Many of these saved searches are used for displaying certain fields and data from your NetSuite account in SuiteCommerce InStore (SCIS). For example, the saved search, SCIS Individual Customer Form Fields exposes fields to the customer entry form used in SCIS. Also, the SCIS Locations saved search displays location information from your NetSuite account on the Nearby Locations subtab of the Product Detail Page in SCIS.

For a list of saved searches installed by SCIS, see SCIS Custom Fields, Lists, Records, and Searches.

For instructions on specific search modifications, see SCIS Locations, and Custom SCIS Sales Reports.

Note

Saved searches installed with SCIS are locked. To modify any of the saved searches you must first make a copy, and then make changes to your copy.


The following procedures provide instructions for modifying any type of saved search.

To make a copy of an SCIS saved search:

  1. Go to Reports > All Saved Searches.

  2. Click Edit next to the saved search you want to copy.

  3. Change the name in the Search Title field.

  4. (Optional) Check the Public box so others can view the report in NetSuite. Set other check boxes on the form as needed.

    Note

    To make the saved search available to sales associates on the User Menu in SCIS, you must check the Public box.


  5. Change the values on saved search subtabs as needed. The most common modifications are adding and removing values on the Criteria subtab, and changes to the Results subtab.

  6. Click Save As.

After you click Save As, a new ID is generated for the modified saved search. The name of your modified saved search and the ID are displayed on the list of saved searches.