How to Share a Custom View in NetSuite

Are you struggling with managing and sharing data in NetSuite? Look no further, as we have a solution for you. In this article, we will guide you through the process of creating and sharing custom views in NetSuite, helping you streamline your data management and collaboration. So, let’s dive in!

What is a Custom View in NetSuite?

A custom view in NetSuite refers to a personalized layout of data within the system. It allows users to tailor the display of information according to their specific needs and preferences, making it an essential feature for optimizing usability and efficiency.

With custom views, users can select relevant fields, filters, and sorting options to create a view that suits their individual workflow. By utilizing this feature, NetSuite users can streamline their daily operations and improve overall productivity. To fully utilize this feature, it is important to have a thorough understanding of how to effectively create and share custom views.

Why Share a Custom View in NetSuite?

Sharing a custom view in NetSuite is essential for promoting collaboration and maximizing efficiency.

• Collaboration: By sharing a custom view, team members can access and analyze the same data, facilitating collaboration and ensuring everyone is on the same page.
• Efficiency: Custom views can be tailored to specific roles or tasks, providing users with a streamlined interface that displays the most relevant information. This saves time and improves productivity.
• Visibility: Sharing a custom view enables stakeholders to gain insights into key metrics and performance indicators, allowing for informed decision-making.

In the early days of NetSuite, the ability to share custom views was not available. This created challenges for teams trying to work together on projects and hindered their ability to efficiently access and analyze data. Recognizing this need, NetSuite implemented the feature to share custom views, revolutionizing collaboration and boosting productivity for businesses worldwide.

Why Share a Custom View in NetSuite?

How to Create a Custom View in NetSuite?

Are you looking to customize your view in NetSuite to better suit your needs? Look no further, as we guide you through the process step by step. In this section, we will focus on creating a custom view in NetSuite. We will cover the key elements, such as selecting the record type, defining criteria, choosing columns to display, sorting and grouping results, and ultimately saving your custom view. So, let’s delve into the details of creating a custom view in NetSuite and make your user experience more efficient and personalized.

1. Selecting the Record Type

When creating a custom view in NetSuite, the first step is to select the record type you want to create the view for. This determines the data and fields that will be available in the view. Here is a step-by-step guide:

1. Choose the desired record type from the Customization Objects menu in NetSuite, under Lists and Customization Objects.
2. Click on the record type you want to create a custom view for.
3. In the Custom Fields & Relationships subtab, click on the Views subtab.
4. Click on the New button to create a new view.
5. Enter a name for the view and select the record type from the dropdown menu.
6. Choose the columns you want to display in the view.
7. Define any additional criteria or filters for the view.

Remember to save the custom view once you have made all the necessary selections.

When selecting the record type for your custom view, consider the specific data and fields that are relevant to your needs. By choosing the right record type, you can create a custom view that provides the most useful information for your business processes.

2. Defining the Criteria

Defining the criteria for a custom view in NetSuite is crucial to ensure that the view displays the desired records. Here are the steps to follow in order to define the criteria:

1. Select the record type you wish to create the custom view for.
2. Specify the criteria by setting filters based on fields and their values.
3. Choose the columns to display in the custom view, selecting the relevant fields.
4. Sort and group the results to organize the records based on specific criteria.
5. Save the custom view with a descriptive name for easy identification and future use.

By following these steps, you can successfully define the criteria for a custom view in NetSuite and customize it to your specific needs.

3. Choosing the Columns to Display

When creating a custom view in NetSuite, selecting the appropriate columns to display is a crucial step in tailoring the view to your specific needs. Here are the steps to follow:

1. Access the custom view settings.
2. Select the “Columns” tab.
3. Choose the columns you want to display by selecting them from the available options, including the option for “Choosing the Columns to Display”.
4. Arrange the columns in the desired order using the drag-and-drop feature.
5. Save the changes to finalize the custom view with the chosen columns.

Fact: Custom views in NetSuite provide flexibility and efficiency by allowing users to personalize their interface and access the most relevant information at a glance.

4. Sorting and Grouping the Results

Sorting and grouping the results is a crucial process when creating a customized view in NetSuite. To ensure an effective custom view, follow these steps:

1. Select the desired record type for which you want to create the custom view.
2. Define specific criteria to filter the results based on your needs.
3. Choose which columns to display in the custom view to view relevant information.
4. Sort the results in either ascending or descending order based on a chosen column.
5. Group the results based on a selected column to organize them accordingly.
6. Save the custom view with a descriptive name for easy identification in the future.

By following these steps, you can efficiently sort and group the results in your custom view, making it easier to analyze and access the necessary information in NetSuite.

5. Saving the Custom View

To save a custom view in NetSuite, follow these steps:

1. Select the desired record type.
2. Define the criteria for the custom view.
3. Choose the columns to display in the view.
4. Sort and group the results as needed.
5. Click the “Save” button to save the custom view.

How to Share a Custom View in NetSuite?

As a NetSuite user, you may have created a custom view that you want to share with others in your organization. Luckily, NetSuite offers multiple ways to share custom views with specific users or roles. In this section, we will discuss the various methods for granting access to your custom view, including sharing with specific users, sharing with a role, and sharing through a saved search. By the end, you will have a clear understanding of how to easily share your custom view with others in NetSuite.

1. Granting Access to Specific Users

To grant access to specific users for a custom view in NetSuite, follow these steps:

1. Go to the Customization menu and select Lists, Records, & Fields.
2. Click on the Custom Records link and choose the desired record type.
3. Under the Access subtab, select Access Levels and click on the Edit button.
4. In the Edit Access Levels dialog, choose the specific users you want to grant access to by checking their names.
5. Click Save to confirm the changes and grant access to the selected users.

2. Granting Access to a Role

Granting access to a role in NetSuite is a crucial step in sharing custom views. To do so, follow these steps:

1. Access the custom view settings in NetSuite.
2. Select the option to grant access to a role.
3. Choose the specific role you want to grant access to.
4. Save the changes to apply the access permissions.

To ensure effective sharing, consider the following suggestions:

• Provide clear and descriptive names for custom views and roles.
• Limit access to specific users or roles to maintain data security.
• Regularly review and update sharing settings to reflect any changes in user roles or organizational requirements.

3. Sharing with a Saved Search

To share a custom view in NetSuite with a saved search, follow these steps:

1. Go to the custom view you want to share in NetSuite.
2. Click on “Edit” to modify the view.
3. In the criteria section, select the “Saved Search” option.
4. Choose the saved search that you want to share with the custom view.
5. Save the modifications to update the custom view.

To ensure a smooth sharing experience, consider these suggestions:

• Assign descriptive names to your custom views for easy identification.
• Share the custom view with specific users or roles to maintain data privacy.
• Regularly review and update sharing settings to ensure they reflect current requirements.

How to Edit or Remove Sharing for a Custom View?

To edit or remove sharing for a custom view in NetSuite, follow these steps:

1. Log in to NetSuite and navigate to the Customization menu.
2. Select the Lists, Records, & Fields sub-menu and choose “Custom Views.”
3. Locate the custom view you want to edit or remove sharing for.
4. Click on the “Actions” button next to the custom view and select “Edit.”
5. In the Edit Custom View window, go to the “Sharing & Permissions” section.
6. To edit sharing, modify the access levels or add/remove users/roles as needed.
7. To remove sharing, click on the “Remove” button next to the entity you want to remove access for.
8. Click “Save” to apply the changes to the custom view sharing settings.

Best Practices for Sharing Custom Views in NetSuite

In NetSuite, custom views allow users to tailor their data displays to their specific needs. However, sharing these custom views with others can be a bit more complex. In this section, we will discuss best practices for sharing custom views in NetSuite. These tips will help ensure that your custom views are easily accessible and relevant to the right users. From using descriptive names to regularly reviewing and updating sharing settings, we’ll cover everything you need to know to effectively share your custom views in NetSuite.

1. Use Descriptive Names

Using descriptive names for custom views in NetSuite is crucial for easy identification and organization. Follow these steps to ensure clear and meaningful names:

1. Identify the purpose of the custom view.
2. Choose concise and relevant keywords, such as “Descriptive Names”.
3. Avoid generic or ambiguous terms.
4. Include specific details if necessary.
5. Consider the perspective of other users who might access the view.

By using descriptive names, you can enhance collaboration and efficiency within your organization. It helps users quickly locate and utilize the appropriate custom views, improving productivity and accuracy in NetSuite.

2. Share with Specific Users or Roles

To grant access to a custom view in NetSuite for specific users or roles, simply follow these steps:

1. Access the custom view settings in NetSuite.
2. Select the option to share the view with specific users or roles.
3. Choose the specific users or roles you want to have access to the custom view.
4. Save the changes to apply the sharing settings.

By sharing the custom view with specific users or roles, you can ensure that only the intended individuals or groups have access to the view’s data and configuration. This helps maintain data privacy and control over the custom view’s usage.

3. Regularly Review and Update Sharing Settings

To maintain the effectiveness and security of shared custom views in NetSuite, it is crucial to regularly review and update the sharing settings. Follow these steps to ensure proper management:

1. Access the Custom View Manager in NetSuite.
2. Identify the custom view that requires regular review and updating.
3. Click on the custom view to open its details.
4. Review the current sharing settings and permissions.
5. Make necessary changes, such as adding or removing specific users or roles.
6. Save the updated sharing settings.

By regularly reviewing and updating the sharing settings, you can ensure that the appropriate users have access to the custom views and maintain proper data security within your NetSuite account.