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. In Popdock, edit the list that you want to add the action.
2. Select Actions from the left navigation pane.
3. Select Add an action.
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 Add.
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 Edit 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 then select the Open item 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 then 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 example it is Item_TYPE.
11. In Popdock Edit 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, you can pull the page from the entity type field. Based on the below query below, you can add a calculation to set the URL and use the calculation in our action.
1. Create a new list using the below query.
SELECT
id, entityId, type
FROM
entity
2. Open the edit the list and then select Calculated fields. Select 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 Add.
7. Click the list name in the breadcrumb to go back to the Settings page.
8. Select Options and add id as a Key field.
9. Select Actions.
10. Select Add an action.
11. Enter Open entity for the Name.
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 Add.
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 you 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. Edit the new list and then select Calculated fields. Select 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 Add.
7. Click the list name in the breadcrumb to go back to the Settings page.
8. On the Options tab, add id as a Key field.
9. Select Actions.
10. Click Add an action.
11. Enter Open transaction for the Name.
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 Add.
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.
