Use Case

• In the eXtendMobile application, you can create, update, transform, and list records according to the permissions assigned to your eXtendMobile role.
  

Overview

1. Create NetSuite Records
   This function enables you to create NetSuite records of the record types for which your role has permission.
2. View NetSuite Records
   This function enables you to view NetSuite records of the record types for which your role has permission.
3. Update NetSuite Records
   This function enables you to edit/update NetSuite records of the record types for which your role has permission.
4. Transform NetSuite Records
   This function enables you to transform NetSuite records for which your role has permission.
5. List View
   This function enables you to create NetSuite records' list views based on the saved searches for which your role has permission.
6. Web View
   This function will enable you to configure webview within eXtendMobile.

Creating Functions

1. Login with an eXtendMobile Admin role.
   
2. To create functions, tap the add button present on the home screen.
   

   
   
3. A list of function types be displayed:
   

   
   
1. Create NetSuite Record
   Select this function if you want to create a NetSuite record.
1. Upon selecting this function, the Create NetSuite Record Setup screen will open.
   

   
   
2. Specify the function details:
   
1. Function Name
   Specify the name of the function you are creating. The function tile on the home screen will show this name.
2. Record Type
   Select the NetSuite record type the function is creating.
3. Dynamic
   Enable this if you want to source fields dynamically based upon the logged-in user.
4. Recent Action Fields
   Select fields you want to display on recent actions list. If this field is left blank then the ID of the created record will be shown. See Recent Actions & Recent Messages for more details.
5. Applied Roles
   Select the user roles that should have access to this function.
6. Function Group
   Select the function group to add this function to.
7. Hide From User
   If this preference is enabled, this function will not appear on the user's home screen.
   
   
   This feature is useful when you do not want users to use the function directly, but instead want them to use it through a linked function configuration.
   
8. Enable Focus On First Field
   If this preference is enabled, upon opening the function the focus will automatically goes to the very first editable field.
9. Hide Save And New
   This option controls whether to show the Save And New button or not.
10. Scan Form Data
    Not yet detailed. Please contact eXtendTech Support for questions related to this field.
11. Submit Synchronously
    Allows viewing of NetSuite success/error messages in real time, synchronously, immediately after tapping the Save button. This eliminates the need to wait for the completion of polling on Recent Actions. Learn more: eXtendMobile 1.11.449 Release Notes
    
3. After detailing your function, tap the Save button to be redirected to the Form Configuration screen.
   

   
   
4. On this screen you can add fields using the add button. These fields will be displayed when you use the function. See Form Configuration for more details on form configuration.
   
5. Once you have added your fields, tap Save.
   

   
   

   
   
2. View NetSuite Record
   Select this function if you want to add a function to view a NetSuite record.
1. Upon selecting this function, the View NetSuite Record Setup screen will open.
   

   
   
2. Specify the function details:
   
1. Function Name
   Specify the name of the function you are creating. The function tile on the home screen will show this name.
   
2. Record Type
   Select the NetSuite record type the function is viewing.
   
3. Scan Filter Field
   The value of this field will be used as the unique identifier for your record when loading it from NetSuite. Since it will be a unique identifier, it is best to use a field which will always have unique value.
   
   
   For example: In case of a Sales Order record you can select Order# as the scan field which is a unique number for the Sales Order. The Scan Filter is a required field, so you must specify a value against it in order to create the function.
   
4. Search Max Result
   In the case where multiple results are fetched from NetSuite when you provide the scan field value, the number of matching results to be shown can be configured using this setting.
5. Search Operators
   This field determines which search operator should be used when fetching results from NetSuite (based on the scan field value). Leave this field blank if you do not want to specify any specific search operator. The default search operator in this case will be "is".
   
   
   Note: Search operators are dependent upon the type of field selected in scan field's data type so select the search operator accordingly. For more information regarding the search operators, please refer to NetSuite's SuiteAnswers.
   
6. Scan
   If you want to use the scanning feature to enter field values when using this function, turn on the Scan radio button. If this feature is not enabled, you will type the scan field value manually.
7. Dynamic
   Enable this if you want to source fields dynamically based on the logged-in user.
   
8. Applied Roles
   Select the user roles that should have access to this function.
   
9. Function Group
   Select the function group to add this function to.
10. Hide From User
    If this preference is enabled, this function will not appear on the user's homescreen.
    
    
    Note: This feature is useful when you do not want users to use the function directly, but you want them to use it through a linked function configuration.
    
3. Set Dynamic Filter
   View functions support the configuration of dynamic filters. There will be a Set Dynamic Filter button available in the function configuration. You can use this button to configure a dynamic filter which will be applied before fetching the results from NetSuite. This filter will help you define filters based on current logged-in user details. For more information, see Setting Dynamic Filters on Edit & View Functions.
4. After detailing your function, tap Save to be redirected to the Form Configuration screen. See Form Configuration for more details on form configuration. Add fields on the form as per your requirements.
   
5. On the Form Configuration screen you will find a button named Add Target Functions. This button can be used to link other functions to this function. See Working with function linking for more details on utilizing target functions.
   
3. Update NetSuite Record
   Select this function if you want to add a function to update a record in NetSuite.

   
   
1. The function creation steps in this function type is similar to the view function, but there are some additional fields that need to be configured:
   
1. Recent Action Fields - Select fields you want to display on recent actions list. If this field is left blank then internal ID of the created record will be shown. See Recent Actions & Recent Messages for more information.
   
2. The form configuration process is same as in the create function. See Form Configuration for more information.
   
3. Set Dynamic Filter
   The configuration of this feature is same as in the edit function (detailed in sections above).
4. Once all of the fields are specified on the form and saved, you can see your function on the home screen.
   
4. Transform NetSuite Record
   See Creating Transform Functions for detailed instructions on creating transform functions.
5. List View
   See Creating List Functions for detailed instructions on creating list functions.
6. Web View
   Select this function type if you want to add a web view function.
1. Upon selecting this function type, the Web View Setup screen will open.
   

   
   
2. Specify the field values:
   
1. Function Name
   Specify a name for the function.
2. Site URL
   Specify the site URL for the web view.
3. Applied Roles
   Select the user roles that should have access to this function.
4. Function Group
   Select the function group to add this function to.