NetSuite Audit Trail Guide: Recovering Overwritten Saved Search Titles

Creating a saved search in NetSuite is a powerful way to keep track of changes, especially when it comes to critical record details such as titles which may be altered accidentally. In this scenario, if you've lost a search due to an overwritten name, you can create a new saved search to locate the original search or record. Here’s how to do it, step by step:

Step 1: Define Your Search Criteria

First, navigate to the “Lists”, “Search”, and then “Saved Searches” Select “New”, and choose the type of search you need, in this case, “Analytics Audit Trail”. The ''Analytics Audit Trail' search will allow you to track changes made to Saved Search records.

Step 2: Set Up Your Criteria Tab

On the 'Criteria' tab, you'll want to add filters to narrow down the results to show only the changes of interest. For a saved search title change, you would add the following criteria:

1.  Record Type is “Search”

2. Detailed Name is “Title”

3. Component Action is “Update”

4. If you know the name of the missing search, choose “Old Value” and type in the name of the search.

Step 3: Set Up Your Results Tab

Now switch to the “Results” tab. This is where you define what information you want to see in the search results. For this search, you would want to include fields that provide insight into the changes made:

1. Record Title

2. Record Owner

3. Record Action

4. Date

5. Set By

6. Old Value

7. New Value

8. Detail Name

 If your list of changes is long, you might want to limit the search by a Date Range.

 Step 5: Save and Run Your Search

Once you've set up your criteria and results, give your search a title and save it. You can now run the search to find the instance where your saved search title was overwritten. It will list all changes made, and you can look through the “Old Value” and “New Value” to identify the specific instance where the search title was changed.

Step 6: Utilize the Search for Future Monitoring

You can schedule this search to run at a set frequency or keep it on hand to run manually whenever you need to audit title changes. This will not only help you recover lost searches but also help you maintain better control over changes in your NetSuite environment.

In conclusion, setting up an audit trail saved search in NetSuite is a straightforward process that can save you a lot of time and hassle. It's an essential tool for administrators to monitor changes and maintain the integrity of their NetSuite data. Remember to customize your search to fit the unique needs of your business and to check back periodically to ensure all changes are as expected.