SuiteApp Version: eXtendMobile 1.12
and above
Mobile App Version: eXtendMobile 1.12
and above
Audience: eXtendMobile
Admin
Use Cases
- Create a list function in the
eXtendMobile application to view saved
search results.
- Execute custom actions from the data
in a list function's rows.
- Update field labels.
- Hide fields.
- Set fields as inline
editable.
- Note: inline editing is available only in eXtendMobile Web.
Summary
This article covers creating and
configuring list functions in eXtendMobile.
Additionally, it covers advanced
configurations such as dynamic filtering,
custom buttons, highlighting rules, and
handling of formula and URL/hyperlink
fields.
Prerequisites
- An eXtendMobile Admin role for
creating or updating functions.
- The NetSuite saved search ID for the
saved search which you are going to
create the list function
against.
Creating a List Function
- 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.
- Select List View as the function type.
- After selecting the function type, a configuration screen will open.eXtendMobile App:eXtendMobile Web:
- Name: Specify a name for the function.
- Record Type: Select the record type of your saved search. This will filter the list of saved searches that will be listed under the Saved Search field.Limitation: If you select a "transaction" type as the record type, like "Sales Order" or "Purchase Order", the saved search list will not filter to the specific transaction type. Instead, it will be filtered to transaction searches only. This means it will show all transaction searches regardless of the selected transaction type.
- Saved Search: Specify the NetSuite saved search ID.The saved search must have a public audience, or the eXtendMobile integration user must be granted access to it. Otherwise, your saved search will not appear for selection.
- Description (Web Only): In eXtendMobile Web, you can specify details regarding your function using the description field:
- Show Submit Button: 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.
- 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.
- Function Group: Select
a function group where you want
to add this function.
- Show On: Select the
platform on which you want to
display this function.
- 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.
- A list of the saved search's fields will be shown in the eXtendMobile App if you save the function.
For
eXtendMobile Web,
a new section
named List
Column
Configuration will appear as
soon as you
specify the saved
search:
Currently, reordering fields is
not supported. To change the field
order, you need to reorder the
source saved search in
NetSuite.
- If you want to hide or rename fields:
- eXtendMobile AppSwipe the field card towards right to open the field details page.eXtendMobile WebClick the pencil icon on the field card to edit the field's properties.
- Field Detail Configuration
- 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.
- 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.
- Field Type: Select the type of the field.
- Field Search ID: This is a read-only field for reference only. This field will show you the search ID of the current field.
- Target Function: For details regarding adding target functions, see Working with function linking.
- Field Width (Pixels): This setting is currently supported by eXtendMobile Web only. The value specified here sets the width of this field's column.
- Hide From List: Use the Hide From List toggle to show or hide the field from the results.
- Inline Editable: Enable this checkbox if you want to make this field inline editable in the list view.While setting fields as editable, make sure not to make a joined field editable, as join fields cannot be edited.
- Select Save to finish creating the list function.
Advanced List Function Configurations
- Target Function
See Working with function linking. - Dynamic Filtering
See Setting Dynamic Filters on List, Edit & View Functions. - Custom Buttons
See Add Custom Buttons to List Functions in eXtendMobile. - Available Filters
See Add an "Available Filter" to a List View in eXtendMobile. - Highlighting
Rules
See List Function Row Highlighting. - Expanded Row
Configuration
See List Function Expanded Row Configuration. - Formula Fields
- If there are formula fields in your saved search, be sure to give each one a unique, custom label to avoid any issues.
- 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.
- 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.