Search View: A Smarter Way to Work with
Work with NetSuite Saved Searches

How it Works

Search View begins with a simple action: the user opens a record and selects the Search View button. This launches a streamlined workspace powered by the saved search associated with that record type. Instead of navigating between pages, the user sees all the related records displayed together in an interactive grid. They can scroll through each row, update fields, open records in a separate tab if needed, and quickly identify exceptions using conditional highlighting. The interface behaves like an Excel-style workspace, but remains fully connected to NetSuite so that all edits and updates are saved directly to the underlying records. One of the most powerful capabilities of Search View is its drag-and-drop document uploading. Users can drag files such as invoices, receipts, packing slips, or contracts and drop them directly onto the correct row in the grid. The document is then automatically attached to the corresponding NetSuite record without requiring the user to open it. This eliminates the slow, repetitive process of uploading documents one record at a time. As users continue working, Search View becomes the command center for reviewing information, keeping data clean, resolving issues, and completing high-volume work. All filtering, highlighting, and editing happens on one screen, making the entire workflow simpler and dramatically faster.

• Key Features

  Search View extends the power of NetSuite saved searches by turning them into interactive workspaces. Users can access it directly from a record page through the “Search View” button, instantly running saved searches tied to their specific context. Within the results, they can edit or view records inline, apply advanced conditional filtering, and highlight rows dynamically to bring attention to exceptions or critical statuses. The tool also supports in-grid calculations, allowing quick analysis without exporting data or switching screens. A major productivity enhancer is the list-based drag-and-drop file attachment feature, which lets users add contracts, invoices, receipts, or other documents directly into the search results without opening each record. Together, these features streamline workflows, reduce clicks, and make NetSuite searches more powerful for everyday use.

• Benefits

  Search View allows teams to complete tasks significantly faster because everything takes place in a single, unified workspace. Users no longer waste time opening individual records or navigating back and forth between pages. They can update information, attach documents, analyze data, and complete their daily work with far fewer steps. The drag-and-drop document management feature especially reduces the workload for teams that handle invoices, receipts, contracts, and other files on a regular basis. Search View works entirely within your existing NetSuite environment and relies on the saved searches you already use. It requires no redesign of your processes and respects all NetSuite roles and permissions, ensuring that users see only the data they’re authorized to access. For teams that manage large volumes of transactions or need to attach documents frequently, Search View becomes a natural extension of NetSuite that simplifies their workflow and improves overall productivity.

Search View gives NetSuite users a faster, clearer, and more intuitive way to work with the saved searches they depend on every day. By bringing editing, reviewing, filtering, and document management into a single unified workspace, it removes the repetitive steps that slow teams down and replaces them with a smooth, streamlined experience. Whether your organization is processing transactions, attaching documents, maintaining data accuracy, or managing high-volume workflows, Search View makes the entire process easier and more efficient. It becomes a natural extension of NetSuite—one that helps users accomplish more in less time and with far less effort.