Using a Popdock Open Website Action to drilldown into NetSuite

Popdock’s Open website actions can be added to any list to provide users the ability to drilldown to any record in NetSuite directly from the list. In this article we will look at how you can build your own drill down actions.

• Simple Form Open Website Action
• Saved Search Open Website Action
• Working with Entities
• Working with Transactions

Simple Form Open Website Action

The most common type of Open website action you will use with NetSuite is to open a form for a single record, for example open an Item, Customer, or Transaction. Here we will build a simple drilldown to the Item form.

1. Open your list in Popdock where you want to add the action
2. Navigate to the List actions tab
3. Click the Click here to add an action button

4. Provide a Name for the action
5. Set the Action type to Open website
6. Enter [base_url] for the Endpoint
7. Set the Location to Right-click menu
8. Click Save

9. Log into NetSuite and open the form you want to open via the form
10. From your browser URL, copy the value between /app/ and ?

11. In Popdock click Edit (Pencil) on your action
12. In the Endpoint field paste in the value you copied from the NetSuite URL

13. Type ?id= to start your filter parameters
14. From the Add fields dropdown select internal id

15. Go back to the main Popdock Dashboard and run the list
16. Right-click on an item and select the Open website action

Saved Search Open Website Action

If you want to drilldown to an existing Saved Search in NetSuite we can call the Saved Search directly and pass in any desired filters.

1. Follow the steps from Simple Form Open Website Action until step 9
2. Log into NetSuite and open Lists > Search > Saved Searches
3. Click Edit on the list you want to use.
4. On the Available Filters subtab, add a new filter
5. Enter the field you want Popdock to use in the filter, and check the box for SHOW IN FILTER REGION
6. Click Add
7. Click Save

8. You will be redirected to the Saved Search result page with a new filter option available in the Filters pane
9. Add a sample filter

10. In the browser URL locate the following parameters
    • searchid– The unique id assigned to your saved search
    • Your custom filter, in my case it was Item_TYPE

11. In Popdock click Edit (Pencil) on your action
12. Add /common/search/searchresults.nl? to the Endpoint
13. Enter your filter field using the Add field dropdown
14. Add &searchid=(your id here)with your search id

15. Go back to the main Popdock Dashboard and run the list
16. Right-click on an item and select the Open website action

Working with Entities

When drilling back to an Entity such as Customer, Vendor, and Employee, we can pull the page from the entity type field. based on the below query we can add a calculation to set the url and use the calculation in our action.

1. Create a new list with the below query

SELECT 
    id, entityId, type
FROM
	entity

2. Open the new list > Fields > Calculated fields > Click here to add a calculated field
3. Set the Name to link
4. Set the Field language to Popdock script
5. Enter the below formula

Concat("common/entity/", Lowercase({type}),".nl?id=",{id})

6. Click Validate
7. Click Go back to List
8. On the Fields tab, add id as a Key field
9. Navigate to List actions
10. Click Click here to add an action
11. Enter the Name Open entity
12. Set the Action type to Open website
13. Set the Endpoint to [base_url]/{link}
14. Set the Location to Right-click menu
15. Click Save
16. Go back to the main Popdock Dashboard and run the list
17. Right-click on an item and select the Open entity action

Working with Transactions

NetSuite stores all transactions in a single table, but the form display can change dynamically based on a combination of the transaction type and custom forms. Here is a sample of how we can rebuild the URL as NetSuite would through the UI.

1. Create a new list with the below query

SELECT
    tranId,
	id,
    type,
    customform
FROM
    transaction

2. Open the new list > Fields > Calculated fields > Click here to add a calculated field
3. Set the Name to link
4. Set the Field language to Popdock script
5. Enter the below formula

Concat("accounting/transactions/", Lowercase({type}),".nl?id=",{id},"&cf=",{customform})

6. Click Validate
7. Click Go back to List
8. On the Fields tab, add id as a Key field
9. Navigate to List actions
10. Click Click here to add an action
11. Enter the Name Open transaction
12. Set the Action type to Open website
13. Set the Endpoint to [base_url]/{link}
14. Set the Location to Right-click menu
15. Click Save
16. Go back to the main Popdock Dashboard and run the list
17. Right-click on an item and select the Open transaction action

If you have questions about adding an action to drill down in NetSuite, contact support@eonesolutions.com.