Editing Criteria

Plans: All plans (AI help: Pro)

In the Studio layout, the Criteria section lists every filter on the search. Under it, a Reads as line spells out what the search will match. Each change runs the search again, so you can see its effect on the results straight away.

Adding a criterion

To add a criterion:

  1. Click Add criterion.
  2. Choose a Field. Only fields NetSuite offers for this kind of search are listed.
  3. Choose an operator under Is, then enter a Value. List fields suggest values as you type. Date fields offer exact dates, relative dates and periods such as this fiscal quarter.
  4. Click Add. The search runs again.

To filter on a formula instead, switch Criterion to Formula, pick a type and type the formula. Type { to see field suggestions.

Changing and removing criteria

  • Click the edit button on a criterion to change it, then click Update.
  • Click the remove button to take a criterion out.
  • Drag a criterion by its grip to move it within its group.

AND, OR, NOT and groups

  • Join criteria with switches a group between AND (every criterion must match) and OR (any one is enough).
  • To bracket criteria together, click Group…, pick the criteria, then choose Group with AND or Group with OR.
  • To leave out whatever a criterion or group matches, open its ⋯ menu and choose NOT.

Tip: Stuck on a criterion? Click Need help? in the editor to ask SuiteHUD AI. Its suggestion is run against NetSuite before you see it. This needs Pro.