NetSuite Blog - Mar 29, 2025 - Streamline Your NetSuite Saved Searches: Direct Transaction Links from Grouped Results

Are you tired of navigating through an extra summary page when accessing grouped transaction data in NetSuite? Many of my clients face this frustration: they want to quickly view transaction details directly from their saved search results, without the intermediate summary click.

We all want to improve our efficiency in NetSuite. With a simple nested CASE WHEN formula you can create direct links to various transaction types, eliminating the unnecessary summary step. This allows you to jump straight to the transaction with a single click, saving you valuable time.

Here's how you can implement this in your NetSuite saved searches:

Open your NetSuite Saved Search.

Navigate to the "Results" tab.

Add a "Formula (HTML)" field.

Paste the provided formula at bottom into the formula field.

Replace "YOUR_NETSUITE_ACCOUNT_NUMBER" with your actual NetSuite account number.

Customize the formula to include any additional transaction types you need.

Save your saved search.

Now, your grouped search results will display direct links to the transactions, enabling you to access the details with a single click.

This simple technique can significantly improve your NetSuite workflow, allowing you to access transaction information faster.