Creating Custom List Portlets in Netsuite

Posted by CuriousRubik on 09 Jan, 2018

A portlet is essentially a visual plug-in that you can add and arrange on your NetSuite dashboard to highlight certain information. It gives you a snapshot of your business, and the plethora of portlet options allow you to tailor your view. The Personalize Dashboard panel displays the content that you can add to your dashboard on tabs for Standard Content, Report Snapshots, and Trend Graphs. The portlets that you are currently using appear on the Currently Used tab.

On Home Click on Personalize > Standard Content

netsuite portlet.png

CalendarSelect a calendar to display. By default, your calendar is shown.Want to see what calls, meetings, or tasks you have coming up right from your NetSuite dashboard? Add the Calendar Portlet. You can also view another user’s calendar if you have permissions.

Custom portlet: Click Set Up to select the source file for the SuiteScript results to display.It is used to display SuiteScript results on your dashboard.

Custom Search: Click Set Up to select the saved search and the number of results to display. You can also give your portlet a custom title and choose whether to drill down into search results in the portlet or on a new page. If Inline Editing feature is enabled, you can choose whether to enable inline editing of search results.

KPI Meter: From the dropdown list, select a KPI to display. Click Set Up to select date ranges, comparison, and highlighting options

KPI Scorecard: Click Set Up to select a KPI scorecard and define layout options.

Key performance Indicators: Click Set Up to select standard KPIs or custom KPIs based on custom saved searches.

List: Click Set Up to select the type of record and the number of records to show. To edit records directly in the portlet, enable the Inline Editing feature.

My Login Audit: Click Set up to set display options for monitoring your own login activity.

Project Tasks:  Add a List portlet to your dashboard, click Set Up in the portlet menu and choose Project Task as List Type.

Quick Add: Click Set Up to select the type of record to be added.

Quick Search: Click Set Up to define the type of records to search, then enter keywords in the portlet's text box and select a field name from the Search For dropdown list.

RSS/Atom Feed: Click Set Up to select a feed and set display options. NetSuite provides a number of standard feeds, or you can choose custom and enter a URL for another feed.

Reminders: Click Set Up to select types of reminders and to define the number of days in advance that reminders should be shown.

Report Snapshots: Select a date range for graphed data. If available, click Set Up to select a type of display and other layout options.

Search Form: If any of your saved searches is used as the preferred search form for a particular record type, you can display this search form in a portlet on your dashboard.

Shortcuts: Click Set Up to reorder the listing of existing shortcut links. Click New Shortcut to add a shortcut if you know the URL of the page. If you do not know the URL, go to the page, and click More > Add to Shortcuts on that page.

Tasks: Select the Basic view to be able to display tasks assigned to other users in your system.

Trend Graphs: Click Set Up to select a KPI to graph and layout options. To change the graph's X axis scale, click on time period options in the portlet.


Topics: ERP, NetSuite, Cloud ERP

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