# Create, run and test a saved search in Cadbury

*2026-10-20*

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  src="https://cadbury-s3-brain-prod.s3.us-east-2.amazonaws.com/public/assets/saved-search-launch-2026-10-20.mp4"
  poster="/images/blog/saved-search-preview/video-poster-73s.jpg"
  title="Create, run and test a saved search in Cadbury"
  width="2004"
  height="1080"
/>

By far, the most common kind of question we answer at Cadbury has to do with saved searches. And it doesn't surprise us - have you seen what it takes to create even a simple one?

<GuideScreenshot
  src="/images/blog/saved-search-preview/formula-field.png"
  alt="Saved search results configuration with an aging formula in the Formula field"
  caption="Screenshot from the NetSuite saved search editor. Yes, that is code stuffed into a formula field"
  width="900"
  height="478"
/>

So what do business owners do? They ask a consultant half way across the world for help. Several emails and days later, the report is ready. But businesses don't move in days, they move in _seconds_. With Cadbury, businesses can create a saved search on their own immediately.

## Create a saved search

Invoke the new mode by either asking `help me draft a saved search` or running the slash command `/saved-search`. A new pane will open on the right showing a sample editor with results. 

<GuideScreenshot
  src="/images/blog/saved-search-preview/editor-results.png"
  alt="Cadbury Saved Search Editor showing open invoices and aging buckets"
  caption="An invoice aging report in Cadbury, shown with fictional sample company data."
  width="1020"
  height="494"
/>

Editing the report doesn't involve knowing arcane details anymore. Simply ask in natural text and your saved search settings and generated results will adjust immediately.

## Deploy it to NetSuite

Click Deploy in NetSuite in the upper right and you'll see a real preview generated showing exactly what you need to do in NetSuite. Everything highlighted in yellow is what you need to change.

<GuideScreenshot
  src="/images/blog/saved-search-preview/setup-preview-app.png"
  alt="Saved search setup preview with invoice criteria highlighted in yellow"
  caption="The preview shows the settings to enter for this search. Populated settings are highlighted in yellow."
  width="1440"
  height="1100"
/>

And if you (or your claude/codex agent) prefer text instructions, select the 'Written steps' tab. 

<GuideScreenshot
  src="/images/blog/saved-search-preview/written-steps-app.png"
  alt="Written steps tab with criteria and results instructions organized into tables"
  caption="The same search setup is available as written instructions."
  width="1440"
  height="1100"
/>

Try it [here](/ask/help-me-draft-a-saved-search).