How to Display the Child Customer Name in Saved Search Results in NetSuite
When you include the Name field in saved search results, the native behavior is that it is displayed in the Parent Name : Child Name format. This works for some applications, but there are instances when you need to trim off the Parent Name to display only the Child Name. In this video, I show how to use a SQL expression in a Formula (Text) column to show the Child Customer Name in saved searches in NetSuite. This trick also works for Items, Accounts, and other records that have hierarchical structures!
SQL Expression:
CASE WHEN NVL(INSTR({name},':'),0) [GREATER THAN] 0 THEN SUBSTR({name},INSTR({name},':')+2) ELSE {name} END
ABOUT ME
My name is Sarah Emery and I am a "certi-fived" NetSuite ERP consultant and three-time SuiteWorld speaker with 12 years of experience. Prior to entering the world of implementing and consulting, I spent six years as a system administrator, where I developed my passion for NetSuite. Each week, I post quick videos to share some of the tips, tricks, and helpful hints that I've discovered over the years.
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