Version: eXtendMobile 1.12 and above
Audience: eXtendMobile Admin, eXtendMobile User

Overview

A list view in eXtendMobile is used to display the results of a saved search in NetSuite. It allows users to view and interact with the records returned by the saved search, such as editing or transforming them. List views can be customized to show specific fields and can also be linked to other functions for seamless navigation and task completion. For more information about list views, see Creating List Functions.

Another ability of list views is to have a filter added to them to further refine search results. This can be added using the "Available Filter" button in the list view function.

Configuration

Adding a filter

To add an available filter to your list view, follow the steps below.
  1. From an eXtendMobile Admin role, long press on your list function to edit it.

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  2. Tap Available Filters.
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  3. Tap + to add a new filter.

  4. Enter the filter's configuration details.
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    1. Filter Field
      Specify the field which will be used in the filter.
    2. Filter Field Type
      Specify the type of field being used as the filter (date, checkbox, select, etc.). Select this value based on the field type in NetSuite.
    3. Search Operator
      Specify the search operator to be used in the filter. Select the operator based on your field's type. For example "BEFORE" for date comparisons, or "ANYOF" for select fields.
    4. Filter Option Source Record
      For select and multiselect field types, specify the source list/record type which is associated with the field.
  5. Tap Save three times to save your filter, available filter, and function.

Removing a filter

To remove an available filter to your list view, follow the steps below.
  1. From an eXtendMobile Admin role, long press on your list function to edit it.

  2. Tap Available Filters.
  3. Swipe the filter to be removed to the left.

  4. At the prompt tap Delete.

  5. Tap Save two times to save your available filter and function.

Usage

Adding a filter

  1. From an eXtendMobile Admin or eXtendMobile User role, open a list function which has an available filter added to it.
  2. Tap the filter  icon.
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  3. Enter your filter parameters and tap Submit.
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  4. The results list will be updated to apply your filter.
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Removing or updating a filter

  1. To update a filter, tap the filter  icon, update your filter parameters, and tap Submit.
  2. To remove filters, tap RESET.


Frequently Asked Questions (FAQs)

Q: What is an 'Available Filter' in eXtendMobile?

A: An available filter is a feature that allows users to refine search results in a list view.

Q: How do I add a filter to a list view?

A: As an eXtendMobile Admin, long press on your list function to edit it, tap "Available Filters", then tap "+" to add a new filter. Specify the filter field, filter field type, search operator, and (for select and multiselect fields) the filter option source record. Tap "Save" three times to save your filter, available filter, and function.

Q: How do I remove a filter from a list view?

A: As an eXtendMobile Admin, long press on your list function to edit it, tap "Available Filters", swipe the filter to be removed to the left, then tap "Delete". Tap "Save" twice to save your available filter and function.

Q: How do I use a filter in a list view?

A: As an eXtendMobile Admin or User, open a list function which has an available filter added to it, tap the filter icon, enter your filter parameters and tap "Submit". The results list will be updated to apply your filter.

Q: How do I update or remove a filter in a list view?

A: To update a filter, tap the filter icon, update your filter parameters and tap "Submit". To remove filters, simply tap "RESET".

Q: Can I use multiple filters?

A: Yes, multiple filters can be used at the same time. Note that filters are applied as "AND"s and that results must match all defined filters.