SSEO - Saved Search for Message Records Created with SuperSync Email for Outlook

Saved Search for Message Records Created with SuperSync Email for Outlook

This article outlines how to create saved searches in NetSuite to identify and report on message records logged using the SuperSync Email for Outlook integration. NetSuite does not provide custom field support for native Message records. To work around this limitation, SuperSync inserts structured metadata directly into the body of each logged email. This enables administrators to extract key details such as the logging method and the user who created the message using formulas within saved searches.

The examples below show how to use that embedded metadata to filter or report on emails captured through the Side Panel, Bcc to NetSuite, or for general usage analysi

All SuperSync Messages

Availability:
Works for message records created on or after November 23, 2020, when this feature was introduced.

Steps:

Create a new saved search
- Record Type: Message
Navigate to the Criteria subtab, and add the following filter:
- Filter Type: Formula (Text)
  - Formula: {message}
  - Condition: Contains
  - Value:

This saved search will return all message records created using SuperSync, regardless of the logging method.

Messages Logged via the Side Panel

Availability:
Works for message records created on or after November 11, 2021, when side panel logging was released.

Steps:

Create a new saved search
- Record Type: Message
Navigate to the Criteria subtab, and add the following filter:
- Filter Type: Formula (Text)
  - Formula: {message}
  - Condition: Contains
  - Value:

This saved search will return only messages that were logged using the SuperSync Side Panel.

Messages Logged via Bcc to NetSuite

Availability:
Works for message records created on or after November 11, 2021, when the Bcc method was released.

Steps:

Create a new saved search
- Record Type: Message
Navigate to the Criteria subtab, and add the following filter:
- Filter Type: Formula (Text)
  - Formula: {message}
  - Condition: Contains
  - Value:

This saved search will return only messages that were logged via the Bcc to NetSuite method.

SuperSync Email Usage Reporting

Purpose:
This saved search is intended for reporting and analysis. It extracts embedded metadata from the message body to identify the logging method and the user who created the message using SuperSync. This is useful for tracking adoption, understanding usage patterns, and auditing message logging behavior.

Steps:

Create a new saved search
- Record Type: Message
Navigate to the Criteria subtab
- (Optional) Add the following filter to include only messages created using SuperSync:
  - Filter Type: Formula (Text)
    - Formula: {message}
    - Condition: Contains
    - Value: 
Navigate to the Results subtab, and add the following columns as Formula (Text) fields. If reporting, use Group as the summary type:

Custom Label	Formula
Log Method	`REGEXP_SUBSTR({message}, '<!-- Method: (.+?) -->', 1, 1, NULL, 1)`
Created By (ID)	`REGEXP_SUBSTR({message}, '<!-- Created By \(Internal ID\): (.+?) -->', 1, 1, NULL, 1)`
Created By (Email)	`REGEXP_SUBSTR({message}, '<!-- Created By \(Email\): (.+?) -->', 1, 1, NULL, 1)`
Created By (Alias)	`REGEXP_SUBSTR({message}, '<!-- Created By \(Alias\): (.+@.+)? -->', 1, 1, NULL, 1)`

This configuration enables administrators to monitor SuperSync usage across the organization and analyze trends by user or logging method.

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