RE: Double Joins
Hello,
So I’m trying to pull information that essentially would be much easier if I could use a double join in NetSuite.
I have a Customer Search that has been requested to show the date a specific type of Project Task was completed “Install Start” being the task.
Without being able to utilize double joins is there any way VIA formula that I can pull this information?
Thank you,
If your customer is tied to the project, start your search there, and go one way each direction. Otherwise, sounds like you need to use Analytics module and represent your data differently.
The Customer and Project are tied to each other, yes. Problem is that the end destination is a project task field technically. Only route I can find that makes sense with what is in the system currently is;
Customer > Project > Project task.
The other information that is desired dictates that it has to be a customer search.
The trouble is that I know that this has been achieved in one way or another in the past, the employee requesting this sent me a copy of an Excel export pulled from it, but I checked the audit log and couldn’t find much.
Only thing I can think of is if I make a field that links the data from the task to the customer or project level, but that’s an adjustment I would need high level approval to make of course..
Both sides needed are linked to the Project, start there. You can go either direction one way to get the necessary data. Also, if someone sent you an excel, that does not mean the information was pulled in one search.
I see what you’re saying. I will take a closer look at the search, I just believe there is other information joined from other customer- adjacent fields.
We found that the issue was that another field connected to the project task completion date was not pulling the information correctly.
