Version: eXtendMobile
1.12.769 and above
Audience: eXtendMobile
Admin
Overview
A Receiver Function allows you to
automatically chain different actions together
in eXtendMobile. When one function completes,
it can pass its data directly to another
function, creating a workflow for users.
For example: When you create a new
customer record, eXtendMobile can then
automatically open a contact creation form
with that customer pre-selected.
The flow looks like this:
Create Customer Function → New customer record
created → New customer passed to Create
Contact Function.
Prerequisites
Before you begin, make sure you
have:
- eXtendMobile Admin access
- An existing Create or Transform function set up as your initial function
- Access to both the function you want to
start with and the function you want to
redirect to
- Confirmed that your functions have the
necessary fields for data passing
Configuration
Follow these steps to set up a Receiver
Function:
Step 1: Edit the Initial Function
- Edit your starting Create or Transform function
Step 2: Configure the Receiver
The configuration process differs
slightly between platforms:
For eXtendMobile App:
- Find "Configure Receiver Function" in the list of actions
For eXtendMobile
Web:
- Locate the "Configure Receiver Function" button in Advanced Settings
Step 3: Set Up the Connection
- Configure your receiver settings
- Choose which Receiver
Function should open after
your initial function
submits. This should be a Create, Update, or Transform function as it will be receiving data for processing.
- Select which Receiver Function
Field should receive your
initiating function's record
ID
- For Single-Select or Multi-Select fields, choose the Label Fields used for display
- Save your changes to the
function
Video Demo
The video below demonstrates this
example. We've configured a "Create Customer"
function to work with the "Create Contact"
Receiver Function. When Create Customer
finishes processing, it automatically passes
the new customer record to the Create Contact
function—no manual step needed to define the
linked customer. The contact is then
automatically linked to the newly created
customer.