Discover how to effectively search for `customer type records` using Netsuite Suitescript 2.0 by applying necessary filters for accurate results.
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How to Search Customer Type Records Alone in Netsuite Suitescript 2.0
When working with Netsuite's Suitescript 2.0, you may encounter some challenges when trying to filter customer records effectively. One common problem arises when executing a search for customer records, only to find that the results include not just customers, but also leads, prospects, and jobs. This can be frustrating, especially when you're looking to pull specific data. In this guide, we will explore how to modify your script to help you retrieve customer type records exclusively.
Understanding the Problem
In Netsuite, different entities can share similar characteristics, and they are often categorized into various stages. The behavior you're experiencing—where your search returns leads, prospects, and jobs in addition to pure customer records—occurs because these entities are considered different stages of the customer process. This is an expected behavior in Netsuite's data structure.
The Solution: Using Filters
To refine your search and ensure that you're capturing only the customer type records, you will need to incorporate a filter into your search options. Here’s a breakdown of the steps required to implement this solution:
Step 1: Set Up Your Search Options
Begin by setting up your search options as shown below in the Suitescript:
[[See Video to Reveal this Text or Code Snippet]]
Step 2: Explanation of the Script
Require the Search Module: At the start, you're required to include the search module using require(['N/search']). This makes the search functionalities accessible in your script.
Define Search Options: The options object defines the type of records you want to search for, which in this case is 'customer'. It's also important to specify the columns that you want to return in your results, such as companyname, firstname, middlename, and lastname.
Implementing the Filter: The critical addition here is the filter line: options.filters = [['stage', 'anyof', ['CUSTOMER']]]. This line filters the search results to include only those records that have a stage of 'CUSTOMER', effectively excluding leads, prospects, and jobs.
Execute the Search and Get Results: Finally, the script runs the search and retrieves a maximum of five records starting from the first item.
Conclusion
By implementing this simple filter in your Suitescript, you can streamline your customer search function in Netsuite, ensuring the results are relevant and focused solely on customer-type records. With this profound understanding of how to filter your search effectively, you should be able to work more efficiently with customer data.
If you have any further questions or need additional examples regarding Netsuite scripting, feel free to reach out in the comments below!
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