NetAsset - Manage Custom Filters

Overview

NetAsset allows users to define custom filters that can be applied to mass asset processing pages and Netgain scripted reports. These filters enhance data processing and reporting by allowing more precise filtering based on custom fields. This article will first walkthrough how to setup a custom filter on any mass asset processing page, then how to setup a custom filter on a scripted report.

Step-by-Step Process - Mass Asset Processing

Navigate to NetAsset > NetAsset Setup > Manage Custom Filters > New
Enter the field information to define the filter to add to the desired page (suitelet):

Fields	Description
Name	Input a unique name for the custom filter.
Suitelet	Input the suitelet to apply the custom filter to.
Suitelet Deployment	Optionally input the specific deployment of the suitelet to apply the custom filter to. Only relevant when the suitelet has multiple deployments and the filter should only display on a subset of those deployments.
Label	Input the name to use for the custom filter field.
Field Type	Input the type of field the custom filter will be.
Source (List/Record ID)	Input the field source list if the field type is select (prefix should be “customrecord_” or “customlist_” for a Custom Record or Custom List). Only relevant if the Field Type is "List/Record".
Default Value	Set a default value for the filter
Mandatory	Check this box to indicate that the custom filter is mandatory to apply prior to submitting the job.
Help Text	Input help text that should appear when a user clicks on the custom filter field.
Field ID	Input the internal ID of the field the custom filter should be used to filter on (e.g. custcol_secondary_location, line.cseg1, customrecord_cseg1).
Operator	Input the operator used to apply the custom filter. Common operators for multi-select filter types include: Any Of – Returns records where the field value matches any of the selected options (OR logic). Works on both standard select fields and multi-select fields. All Of (Multi-Select Only) – Returns records where the field simultaneously contains all of the selected values (AND logic). This operator is only valid when the underlying NetSuite field is a true multi-select field (a field capable of storing multiple values on a single record). Using this operator on a standard single-value select field will result in an error.
Join ID	Input the internal ID of the field the custom filter should join on.
Proposals Only	When checked, this filter applies only to the Proposals Only view on processing pages that support it (for example, Transfers, Disposals, and Revaluations). It has no effect unless the Proposals Only button is selected.
Report Type	Optionally input the type of report you would like the custom filter to apply to when creating a filter on the NetAsset - Report SL Suitelet.
Report	Optionally select the specific reports you would like the custom filter to apply to. Note that custom filters will only apply on Netgain Scripted Reports.
Table	Optionally select the table the custom field is sourced from.

Note on Multi-Select Operators: The Filter Type setting controls how the filter value is entered in the UI (as a comma-separated array), but it does not determine which operators are valid. The All Of and Not All Of operators require the target NetSuite field itself to be a native multi-select field. If you receive an error when using All Of, use Any Of instead — this is a sign that the underlying field stores only a single value per record.

The custom filter will appear in a separate “Custom Filters” field group and will be applied upon clicking the “Filter Results” button just like the native filters

If you want a custom filter to work on the proposals only in addition to the all asset pages for disposals, transfers, and revaluations, you must create two distinct custom filter records, one with the proposals only box checked and one without.

When creating a custom filter for a custom segment on any asset creation pages, the field ID must start with "line." followed by the ID of the custom segment. For example, if my custom segment ID was cseg_portfolio, I would put "line.cseg_portfolio" into the field ID field as shown below.

Step-by-Step Process - Scripted Reports

1. Navigate to the Custom Filters Page

Go to NetAsset > NetAsset Setup > Manage Custom Filters
Click New NetAsset Custom Filter to create a new filter

2. Configure the Custom Filter

Filter Name: Enter a name for the custom filter
Suitelet: Set this to "NetAsset - Report SL"
Suitelet Deployments: Select "All"
Label: Define the label that will be displayed on reports
Field Type: Choose the appropriate field type:
- For custom segments or list-record fields, set this to list-record and provide the record ID in the source field

3. Define the Asset Record Field

Field ID: Enter the field ID from the NetAsset Asset Record.
Operator: Select Any of in most cases. Only use All Of if the target field on the asset record is a native NetSuite multi-select field and you need records that contain all of the selected values simultaneously.

4. Apply Filters to Specific Reports (Optional)

If the filter should apply only to certain reports, specify the report type:
- GL Reports
- Subledger Reports
- Specific individual reports within a report type

To apply the filter to all reports, leave this section blank.

5. Save and Verify

Click Save to activate the filter.

The filter will now appear under the Custom Filters section on the desired Scripted Reports.

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