SuiteApp Version: eXtendMobile 1.12.211 and above
Mobile App Version: eXtendMobile 1.12.897 and above
Audience: eXtendMobile Admin

Use Cases

  • Create a List View in eXtendMobile to view saved search results.
  • Execute custom actions from the data in a List View's rows.
  • Update field labels.
  • Hide fields.
  • Set fields as inline editable (web only).

Summary

This article covers creating and configuring List Views in eXtendMobile. Additionally, it covers advanced configurations such as dynamic filtering, custom buttons, highlighting rules, and handling of formula and URL/hyperlink fields.

Prerequisites

  1. An eXtendMobile Admin role for creating or updating functions.
  2. A NetSuite saved search to be shown in eXtendMobile.

Creating a List View (Mobile)

  1. Login to eXtendMobile using an eXtendMobile Admin role and start creating a new function. See Creating functions in eXtendMobile application for more information on creating functions.
  2. Select List View as the function type.

  3. After selecting the function type, a configuration screen will open.
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Creating a List View (Web)

  1. Login to eXtendMobile using an eXtendMobile Admin role and start creating a new function. See Creating functions in eXtendMobile application for more information on creating functions
  2. Select List View as the function type
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  3. After selecting the function type, a configuration screen will open.
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Configuring the List View

  1. Function Name: Specify a name for the function.
  2. Saved Search: Choose the NetSuite saved search.
    3. We recommend granting access to the saved search only to the eXtendMobile integration user to prevent unintended modifications by other users who may not be aware of its use within eXtendMobile. Alternatively, the saved search can have a public audience. In either case, the integration user must have access to the saved search for it to appear in the saved search selection list.
  3. Description (Web only): You can specify details regarding your function using the description field.
  4. Show Submit Button (Web only): Used with inline editing, enable this option to submit changed data when you select the submit button. If this option is turned off, changes will be submitted to NetSuite as soon as the field value is modified.
  5. Color: Choose a color for your function's tile.
  6. Icon: Choose an icon for your function's tile.
  7. Applied Roles: Select the eXtendMobile roles where you want this function available. If no roles are selected, this function will be accessible by eXtendMobile Admin users only.
  8. Function Group: Select a function group where you want to add this function.
  9. Show On: Select the platform on which you want to display this function.
  10. Hide From User: Enable this option if you want to hide this function's tile from users on the the home screen. This will not hide functions from other eXtendMobile Admin users as the admin role can always see all functions.
  11. Folder: Select the folder where you want to organize this function.
  12. Show Scanning Prompt: Enable the "Show Scanning Prompt" preference on the list view and then simply scan or enter the value upon opening the list view to load the results with it already filtered.
  13. Cache Function (Mobile only): Enable this option if you want to cache the function's data for offline use. Note: Enabling this feature will disable Submit Synchronously and field sourcing because these features required active internet connection to work.
  14. Save the function, and then edit it again to define your list column configuration.

Configuring the List View Results

You can add, remove, and edit the list view results in your List View function from the Form Configuration (mobile) or from the List Column Configuration (web).

Mobile:


Web:
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Currently, reordering fields is not supported. To change the field order, you need to reorder the source saved search in NetSuite.

  1. If you want to hide or rename fields:
    1. Mobile
      Swipe the field card towards right to open the field details page.




      Web
      Click the pencil icon on the field card to edit the field's properties.
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    2. Field Detail Configuration
      1. Field ID: This value will be auto-populated, and we recommend not changing it. We provide this option because, in some cases, the field ID and field search IDs are different. If edits are made, we need to update the field ID here if it differs from the search ID. In general, this field shows the search ID of the field.
      2. Field Label: If you want to change the label of the field, specify your field label here. 
        If the saved search is updated or the column label is changed within NetSuite, the label will be updated in eXtendMobile as well and require the field label to be updated again.
      3. Field Type: Select the type of the field.
      4. Field Search ID: This is a read-only field for reference only. This field will show you the search ID of the current field.
      5. Target Function: For details regarding adding target functions, see Working with function linking.
      6. Field Width (Pixels): This setting is currently supported by eXtendMobile Web only. The value specified here sets the width of this field's column.
      7. Hide From List: Use the Hide From List toggle to show or hide the field from the results.
      8. Inline Editable: Enable this checkbox if you want to make this field inline editable in the list view. If configuring inline editing for a sublist field, enable the "Is Sublist Field" field as well. Inline editing of sublist fields is currently supported on Sales Order, Work Order, Assembly Build, Invoice, Purchase Order, Transfer Order, Vendor Bill, Expense Report, and all Custom Transactions.
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        While setting fields as editable, make sure not to make a joined field editable, as join fields cannot be edited. When adding inline editing for custom transactions, ensure the "Custom Transaction Types" permission is applied to the NetSuite role being used with eXtendMobile with a permission level of "Edit" or higher.
  2. Select Save to finish creating the List View.
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Advanced List View Configurations

  1. Target Function
    See Working with function linking.
  3. Custom Buttons
    See Add Custom Buttons to List Functions in eXtendMobile.
  4. Available Filters
    See Add an "Available Filter" to a List View in eXtendMobile.
  5. Highlighting Rules 
    See List Function Row Highlighting.
  6. Expanded Row Configuration
    See List Function Expanded Row Configuration.
  7. Formula Fields
    1. If there are formula fields in your saved search, be sure to give each one a unique, custom label to avoid any issues.
    2. If you are using a Formula (Text) field to create Hyperlinks, you need to set the data type for the field to "hyperlink" in the field details. You can also specify the hyperlink text to be shown from the field details.
  8. Hyperlink Fields
    Hyperlink fields configured with link text within NetSuite will not show link text in eXtendMobile's list view by default. The field details need to be updated in eXtendMobile to specify link text explicitly.