SuperSync Files - How to Customize File Paths Using Saved Search Formulas

Overview

SuperSync Files has enhanced capabilities for managing file paths using saved search formulas. This feature allows for dynamic and customizable file organization within your NetSuite environment. This guide will walk you through the process of setting up new path configurations.

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Prerequisites: NetSuite Administrator Access.

Step by Step Process

1. Navigate to SuperSync Files > Configs and select Record Type Configs. View full size
2. Select Edit for the record type config in need of editing. View full size
3. Navigate to Record Type Folder Path. View full size
4. Enter the desired saved search formula(s). See below for more information on how the saved search is structured and examples. View full size
5. Navigate to Specific Record Folder Formula.
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6. Select Save.
7. Perform tests to make sure the query is operating as expected.

File Path Structure

Each formula supports NetSuite’s saved search syntax, including:

• Use || to concatenate strings and field values.
• Always wrap static text in single quotes (').
• Use CASE statements to apply conditional logic.
• Nest fields to create deep folder structures.

All saved search formulas are relative to the transaction you're starting from. As an example if you are starting from an invoice record the saved search would be in relation to that instead of the invoice record.

Examples

In the following example for Amazon the folders created would be:

Vendors/123 - Amazon

Record Type Folder Formula (Part 1)

'Vendors'

Specific Record Folder Formula

{internalid} || ' - ' || {vendor.companyname}

In the following example for invoices the result would be:

Customers/ABC Inc/Invoices/INV10000312

Record Type Folder Formula (Part 1)

'Customers'

Record Type Folder Formula (Part 2)

{customer.companyname}

Record Type Folder Formula (Part 3)

'Invoices'

Specific Record Folder Formula

{tranid}

Troubleshooting

Below are 2 common errors that may arise as a result of an incorrect field ID, incorrect formula or syntax errors. It is recommended to view an example record and view the field ID to make any corrections in the Record Type Folder Path and Specific Record Folder Path fields.

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If any difficulties or issues arise, please reach out to supersync@netgain.tech for resolution.