Zum Hauptinhalt wechseln
Dokumentation
Dokumentation
Adaptive Planning
Zuletzt aktualisiert: 2025-03-14
Steps: Set Up Scheduled NetSuite Saved Searches and Search Result Exports to File Cabinet

Steps: Set Up Scheduled NetSuite Saved Searches and Search Result Exports to File Cabinet

  • Configure your NetSuite data source.
  • NetSuite File Cabinet enabled in NetSuite.
  • Access to NetSuite.
  • Create your saved searches that you want to run on a schedule.
  • Download the Saved Search to File Cabinet Scheduler Script. Unzip the ZIP file that we provide to access the JS file. See Saved-Search-to-File-Cabinet-Scheduler-Script.zip.
You can manually deploy a NetSuite script to automate:
  • The scheduled runs of saved searches. Saved searches are reports defined in NetSuite.
  • Exports of the saved search result files to NetSuite File Cabinet. A file cabinet is a NetSuite file repository. You can import these saved search result files to Adaptive Planning using a NetSuite data source.
We provide the script for you to download and use, and you don’t need coding expertise.
We highly recommend that you deploy this script because Oracle has ended Workday’s participation in their NetSuite SuiteCloud Developer Network (SDN) partner program, effective August 12, 2024. See Workday SuiteCloud Developer Network Program Update. After this date, you can no longer use SDN technology to schedule automatic runs of saved searches and search result exports to NetSuite file cabinets.
Previously, we offered a Suitelet Bundle to automate the execution of saved searches and exports of saved search results, simplifying the process. With the termination of the SDN partnership, we can no longer distribute this bundle. Instead, you can manually deploy an equivalent script that we provide.
  1. Access NetSuite.
  2. Create a file cabinet that you use to store saved search results exports.
    Use the default values and selections for this file cabinet.
  3. Note the internal ID of the file cabinet and of all of the saved searches that you want to run.
    You'll need these internal IDs when you set up the script that schedules the saved search runs and exports.
  4. Create a script record using the downloaded JS file.
    See Creating a Script Record.
    Complete the
    Parameters
     tab for the script using these exact spellings and capitalizations:
    LABEL
    ID
    TYPE
    Output File Name
    evitpada_outputfilename
    Free-Form Text
    File Cabinet ID
    evitpada_filecabinetid
    Integer Number
    Saved Search ID
    evitpada_savedsearchid
    Integer Number
  5. Create and schedule the script deployments.
    You must create a separate script deployment for each saved search file.
When you run the script multiple times and generate multiple CSV files, NetSuite uses the same output file name every time. You can differentiate the files from each other using their internal IDs.
Import the saved search results CSV file to Adaptive Planning using the internal ID of the file.