Generate a List of Messages and Their File Attachments with Netsuite Saved Search

Discover how to create a Netsuite saved search to link message IDs with respective file IDs for effective reporting.
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Creating a Report of Messages and Their File Attachments in Netsuite

When working with Netsuite, one common challenge that users face is generating reports that provide relevant data across different objects. In this post, we will address a specific case where a user is looking to create a report that lists all message IDs alongside their respective file attachments. This is particularly useful for businesses that rely on effective communication via messages and often need to keep track of related documents or files.

Understanding the Use Case

The challenge revolves around needing a clear and concise report of messages in Netsuite that also includes any file attachments linked to those messages. The user expressed that they were having trouble finding the correct schema connections to pull this data reliably in their SQL database. They also attempted to generate this information using a Netsuite saved search but faced difficulties in locating the right fields for attachments.

Key Requirements

Message ID: The unique identifier for a message.

File ID (Attachment): The corresponding identifier for any files attached to the respective messages.

Solution: Using Netsuite Saved Search

To achieve the required report, a Netsuite saved search for message objects can be utilized. Here’s a step-by-step guide to creating this saved search and linking the message and file attributes.

Step 1: Navigate to Saved Searches

Log in to your Netsuite account.

Go to Reports Saved Searches All Saved Searches New.

Select the type of saved search you want to create. In this case, choose "Message".

Step 2: Set Up Your Filters

In the Filters tab, you can specify any required filters to narrow down the messages you want to include in your report (e.g., date range, message status).

Step 3: Add the Required Columns

Switch to the Results tab to define what information will be shown in your report.

Here’s where the crucial step comes in—include the "Attachments: Internal ID" column.

This will allow you to pull the Internal ID of files that are attached to each message directly into your results.

Step 4: Run Your Search

After configuring your search parameters and results columns, run the saved search by clicking the "Preview" button to see the output. Make sure that you are able to view the message IDs along with the corresponding file IDs.

Step 5: Review and Export

If the results meet your expectations, you can save the search for future use or export the data to CSV for further processing or reporting.

Conclusion

While the initial task of linking messages and their respective file attachments may seem daunting, utilizing a Netsuite saved search with the right parameters—particularly including the "Attachments: Internal ID"—makes this achievable. By following the steps outlined above, you can generate a comprehensive report that provides valuable insights into your messaging and file attachment activity within Netsuite.

If you encounter any further difficulties or have specific needs regarding the saved search, don't hesitate to reach out to the Netsuite community or consult with an expert for more tailored support.

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