Value Masking on a NetSuite Saved Search

One of our clients wanted a NetSuite saved search that sends an email notification every time a Bank Details record is created or edited. Some of the fields on this Bank Details record contain sensitive information, such as bank account numbers, which, if unmasked in an email, can pose security risks. Therefore, it is necessary to mask these sensitive values in the saved search results that are emailed.

How to mask the sensitive values

Thankfully, there is a simple way to achieve value masking in a saved search via formulaic results. For this example, the values are from a System Notes saved search with Bank Details record criteria set, but this is broadly applicable to any NetSuite field value that needs to be masked. In the results column, set a Text Formula result with the following:

CASE   WHEN {field} = 'Bank Account Number' OR {field} = 'Branch Number' OR {field} = 'Bank Number'   THEN '*****' || SUBSTR({oldvalue}, -4)   ELSE {oldvalue} END

The {field} value can be replaced with your needs, and more or fewer field name conditions can be set using the OR condition. The function driving the actual value masking is the substring function. First, the mask itself is defined, in this case, asterisks, then the SUBSTR({insert target field here}) applies this to the results.

The formula can be easily adjusted to meet your needs!

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