Version: eXtendMobile 1.12.855 and above
Audience: Administrator

Overview

Organize functions into logical folders to simplify and streamline the user experience and group features by type or user role.

eXtendMobile functions span across multiple operational areas including warehouse management (WMS), production, field service, and customer support. As the number of available functions grows, organizing them becomes essential for efficient system management.

The Folders feature addresses this need. This feature enables eXtendMobile Administrators to create an unlimited number of folders to group related functions together. Folders support customization with icons and colors to enhance navigation, similar to individual functions. This organizational structure simplifies function management and improves the user interface.

 

Mobile Display

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Web Display

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Key Features

  • Optionally set folder icons, colors.
  • Assign folder names and assign roles to users who may access the folder.
  • Easily add functions to folders through drop-down selections in the function configurator.
  • Users may view folders and groups (for Admins) in a drawer so they can easily navigate functions.
  • Users can opt to “Organize by Folder” or “All Functions”
  • Admins can order folders through drag and drop to ensure uniform display to all users.

Prerequisites

Make sure eXtendMobile Folder Center Link has been added in the eXtendMobile Center Category for easy navigation to the custom record.

If the link is missing, follow these steps:

  1. Go to Customization → List, Records, & Fields → Record Types

  2. Search for and edit the eXtendMobile Folder record type (internal id: customrecord_extend_mobile_folder).

  3. Click the Links subtab.

  4. Specify the link details as:
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  5. To add this link to other Center Types, repeat step 4 for each Center Type.

Configuration

Create Folder

To create a new folder:
  1. In NetSuite, navigate to eXtendTech → eXtendMobile → eXtendMobile Folder → New
  2. Give the folder a name, and optional Tile Color
  3. Optionally, choose which roles and functions to include in the folder
  4. Save the folder


After refreshing your function list in eXtendMobile, the new folder will be displayed:
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Edit Folder

To edit a folder, such as when you want to change the name, tile color, roles, or functions:
  1. In NetSuite, navigate to eXtendTech → eXtendMobile → eXtendMobile Folder
  2. Edit your folder in the list
  3. Make your changes and save the folder
After refreshing your function list in eXtendMobile, the folder updates will be displayed.

Add Function to Folder

To add a function to a folder in eXtendMobile:

Method 1:

  1. Edit the function to be added to a folder
  2. In the Function Display Settings, select the folder and save the function
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Method 2:

  1. Navigate to the eXtendMobile home page
  2. Access the 3-dots menu on a function select the folder to add the function toImage Placeholder

Method 3:

  1. Navigate to the eXtendMobile home page
  2. Access the 3-dots menu on a function select Organize
  3. Drag and drop the function(s) to the desired folder
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Remove Function from Folder

To remove a function from a folder in NetSuite:

  1. In NetSuite, navigate to eXtendTech → eXtendMobile → eXtendMobile Folder
  2. Edit your folder in the list
  3. Remove the function from the Functions list and save the folder

  4. Navigate to eXtendTech → eXtendMobile → eXtendMobile Function
  5. Edit your function in the list
  6. Remove the Folder reference and save the function
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To remove a function from a folder in eXtendMobile:

  1. Navigate to the eXtendMobile home page
  2. Edit the function to be removed from a folder
  3. In the Function Display Settings, remove the folder and save the function

Managing Role Access to a Folder

To give a role access:

  1. In NetSuite, navigate to eXtendTech → eXtendMobile → eXtendMobile Folder
  2. Edit your folder in the list
  3. Add the role to the Applied Mobile Roles list and save the folder
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To remove a role's access:

  1. In NetSuite, navigate to eXtendTech → eXtendMobile → eXtendMobile Folder
  2. Edit your folder in the list
  3. Remove the role from the Applied Mobile Roles list and save the folder
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Arrange or Order Folders and Functions

To choose the order in which folders and functions are displayed:
  1. Navigate to the eXtendMobile home page
  2. Access the 3-dots menu on a function and select "Organize"

  3. Drag and drop your folders and functions in the desired order
  4. Select "Save & Exit" to save your changes

Frequently Asked Questions (FAQs)

Q: Can I create nested folders within folders?
A: No, eXtendMobile currently supports only one level of folders. You cannot create subfolders within existing folders.

Q: What happens if I delete a folder that contains functions?
A: To delete a folder, all the functions within that folder first must be removed from the folder or moved to another folder.

Q: Is there a limit to how many folders I can create?
A: There is no system-imposed limit on the number of folders you can create. However, for optimal user experience, we recommend keeping the folder structure simple and intuitive.

Q: Can a function exist in multiple folders simultaneously?
A: No, each function can only be assigned to one folder at a time.