SuiteApp Version: eXtendMobile 1.12.220 and above
Mobile App Version: eXtendMobile 1.12.925 and above
Audience: eXtendMobile Administrator

Use Cases

  • Add the eXtendFiles Uploader v2 to the "Create NetSuite Record", "Update NetSuite Record", and "View NetSuite Record" eXtendMobile function types.
  • Configure default values on eXtendFiles uploaded via the eXtendFiles Uploader v2.
  • Configure file naming patterns on eXtendFiles captured and uploaded via the eXtendFiles Uploader v2.
  • Upload one or multiple photos/files and attach them to the related NetSuite record in a single step.
  • Add multiple eXtendFiles Uploader v2 fields on the same form to support different upload needs on the same function.
  • Include additional user-defined fields under the uploader so users can enter extra details for the eXtendFiles records created during upload.
  • Reduce user input during upload by setting defaults (and optionally hiding fields) so required values are applied automatically.

Overview

The eXtendFiles Uploader v2 is an upload-on-record feature for eXtendMobile functions that lets users capture and upload one or multiple files to eXtendFiles while creating, updating, or viewing a NetSuite record. You can configure uploader-level defaults, optional user-defined fields, and file naming patterns to standardize how files are captured and stored. File compression settings can also help reduce bandwidth usage for users on mobile data connections.

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Prerequisites

  • To configure the eXtendFiles Uploader v2 in your eXtendMobile functions, ensure that the "eXtendFiles Inline Upload" feature is enabled on the corresponding record types in NetSuite. See Configure the eXtendFiles Inline Upload Feature for configuration details.

Configuration

  1. eXtendFiles Uploader v2 is available on following eXtendMobile function types: 
    1. Create NetSuite Record
    2. Update NetSuite Record
    3. View NetSuite Record
  2. Add the eXtendFiles Uploader v2 field on your function's form:
    1. Using an eXtendMobile Admin role, login into eXtendMobile.
    2. Edit the function where the eXtendFiles uploader is to be configured.
    3. Use the Configure Form button to open the form configuration page and add the eXtendFiles Uploader v2 field using the Add Field button.
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    4. You can add this field multiple times to your form as needed.
  1. Defining details of eXtendFiles Uploader v2 field:
    1. Change the field label:
      By default, the label for the field will be eXtendFiles Uploader v2. To change the label to a custom label:
      1. Access the field details for the field, and then change the Field Label.
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      2. Save to update the field details.
    2. Add eXtendFiles fields to set user-defined values upon eXtendFiles upload:
      You can add additional fields in the eXtendFiles Uploader v2 so that user-defined values may be set on the eXtendFiles record(s) which will be created.
      1. Open the eXtendFiles Uploader v2 field.
      2. A page will show the eXtendFiles uploader and other fields.
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      3. Use the add field button to add more fields from the eXtendFiles custom record.
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      4. Save to add the additional field(s).
      5. When executing the function, the added fields will appear in the uploader.
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    3. Set default values:
      1. Tap the field where you wish to add a default value and then select the appropriate default.
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      2. The default value specified will be shown upon execution of the function, but the user can change its value during execution, as needed.

        Note: In the case of multi-file uploads, the default value will be applied to all files uploaded.
  2. If you do not want users to change the default value assigned to an eXtendFiles field:
    1. Access the field details for the field and use the Hide option.
    2. The field will be now hidden upon function execution, but the default value will still be applied during submission and added to the eXtendFiles record.
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  3. Expanded field view configuration:
    By default, the field section appears collapsed and all other fields are hidden. To view all other fields, expand the uploader using the on the down caret icon to expand the view.
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    To show the eXtendFiles Uploader v2 section as expanded by default:
    1. Access the field details for the uploader field.
    2. Enable Display field in expanded view.
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    3. Save the update.

Configurable File Naming (File Name Pattern)

By default, photos captured in the uploader use the file naming pattern Function Name_Date, but you can also configure a custom file naming pattern for photos captured.
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How to configure the file name pattern

  1. Open your eXtendMobile function in edit mode.
  2. Enter the field details for the eXtendFiles Uploader v2 field on the form.
  3. Open the File Name Pattern configuration screen.
  4. Configure the pattern using one or more of the following:
    • Form fields (dynamic) — Select one or more values to include in the file name. The order of selection determines the order the values appear in the generated name.
      • Common examples include:
        • Function Name
        • Date (today)
        • File Type
        • Any additional fields you’ve added under the uploader's custom fields
    • Prefix (static) — Text added at the beginning of the file name.
    • Suffix (static) — Text added at the end of the file name.
    • Separator — Choose the separator between values (for example Hyphen (-) or Underscore (_)).
  5. Review the Sample File Name Preview to confirm the output matches your desired format.
  6. Tap Save.
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Notes and limitations

  • If you include a field value in the file name, you must first add that field to the uploader so users can set a value during function execution.
  • Internal ID is only available in view/update functions (not create functions).
  • If no file name pattern is configured, the uploader uses the default naming pattern.
  • File name patterns apply when capturing new photos using eXtendMobile. For existing photos in your gallery, the existing file names are used.

Frequently Asked Questions (FAQs)

Q: Are there any upload limits in eXtendMobile?
A: No, there are no upload limits in terms of file size or number of files. However, upload performance and reliability will be based on your network connection.

Q: When capturing a photo using the eXtendFiles Uploader v2, can I choose the file name?
A: Yes. Starting in v1.12.925, you can configure a custom file naming pattern (including prefix, suffix, separators, and selected form fields). If no pattern is configured, the default naming pattern is Function Name_Date.

Q: Can I add multiple eXtendFiles Uploader v2 fields to a single form?
A: Yes, you can add this field multiple times to your form as needed. This allows you to create different uploaders with different default values and configurations.

Q: Can I upload multiple files at a time using a single eXtendFiles Uploader?
A: Yes, you can upload multiple files at a time using a single uploader. To do this, multi-select files from your gallery to include them all in the upload. There’s no hard limit on the number of files that can be selected and included in the upload.

Q: How do I set values that will apply to all uploaded files?
A: You can add additional fields to the eXtendFiles Uploader v2 and set default values. These values will be applied to all files uploaded through that specific uploader instance.

Q: How do I expand the eXtendFiles Uploader v2 section by default?
A: Access the field details for the uploader field and enable "Display field in expanded view". This will make the section appear expanded by default during form execution.

Q: What file compression options are available?
A: The eXtendFiles Uploader provides file compression settings to optimize bandwidth usage, especially for users on mobile data connections. For details on configuring compression, refer to the File compression settings documentation.

Q: How do I allow for more upload concurrency during eXtendFiles uploads?
A: The function configuration containing an eXtendFiles Uploader v2 has an option to define the eXtendFiles Upload Concurrency available to the uploader. See Creating Functions in eXtendMobile for more details.