Where should additional restrictions be added to further refine the results of a Saved Search?

The Criteria tab is the specific section within the Saved Search definition page where you set the conditions and rules that records must meet to be included in the results. Adding restrictions on this tab, such as filtering by date, status, or any other field value, directly narrows down the dataset and refines the search results. This is the primary mechanism for filtering the source data before it is displayed.

A. Available Filters: This tab exposes criteria as filters on the results page for end-users to apply after the search has run, rather than defining the core restrictions of the search itself.

B. Highlighting: This tab is used for applying conditional formatting (e.g., colors, bold text) to the results for emphasis. It does not filter or restrict the records returned.

D. Results: This tab controls which columns (fields) are displayed in the output, their order, and any summary calculations. It formats the output, but does not filter which records are included.

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1. Oracle NetSuite Help Center. (2023). Defining a Saved Search.

SuiteAnswer ID: 8991

Section: "Saved Search Definition Page" and "Criteria Subtab"

Content: The documentation explicitly states

"On the Criteria subtab of the saved search definition page

you define conditions to filter the search results." This confirms that restrictions to refine the dataset are added here.

2. Oracle NetSuite Help Center. (2023). Adding Filters to Saved Searches.

SuiteAnswer ID: 9000

Section: "Available Filters Subtab"

Content: This document clarifies the function of the Available Filters tab: "On the Available Filters subtab of a saved search definition page

you can select fields to be available for use as filters on the saved search results page." This distinguishes its purpose from the primary filtering done on the Criteria tab.

3. Oracle NetSuite Help Center. (2023). Setting Saved Search Results Display Options.

SuiteAnswer ID: 8998

Section: "Results Subtab"

Content: The documentation details that the Results subtab is used to "define what information to display for the records that are returned

" including selecting columns

setting sort order

and defining summary types

confirming it does not filter records.