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Making saved search results available in employee, vendor and customer center roles

posted Aug 10, 2015, 7:01 AM by Matthew Marchant   [ updated Nov 16, 2015, 1:14 PM ]
The steps are:
1) Create a web site presentation tab:  Lists -> Web Site -> Tabs -> New
2) Click "New Presentation Tab"
3) Give the tab a name and audience by selecting the role (ie. employee center), Uncheck "display in web site" to not have the tab appear in your web store.
4) Now publish the saved search:  Lists -> Web Site -> Publish Saved Search -> New -> Select any web site (if display in web site is not checked it will not appear there), In "subcategory of" select your presentation tab, in audience again select the role (ie. employee center).

A link to the saved search will now appear in the new presentation tab.

Note that this technique is only for the employee, vendor and customer centers and not "full access" NetSuite roles.  For these roles, to make results of a saved search available begin by making sure the role has at least "view" permissions for the record.  Then make sure that the saved search is public or at least available to the role.  The user with the role will then have access to the results of the saved search.
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