Version: 1.12.765 and above
Audience: eXtendMobile Admin

Use Cases

  • Add the "eXtendFiles Uploader V2" to the "Create NetSuite Record" and "Update NetSuite Record" eXtendMobile function types.
  • Configure default values on eXtendFiles uploaded via the "eXtendFiles Uploader V2".

Summary

The "eXtendFiles Uploader V2" is an upload-on-record feature for eXtendMobile functions that enables users to upload one or multiple files at once using eXtendFiles. File compression settings in the eXtendFiles Uploader help optimize bandwidth usage for clients on mobile data connections.

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. See Configure the eXtendFiles Inline Upload Feature for configuration details.

Configuration

  1. The "eXtendFiles Uploader V2" is available on following eXtendMobile function types: 
    1. Create NetSuite Record
    2. Update NetSuite Record
  2. Add the "eXtendFiles Uploader V2" field on your function's form:
    1. Using an Administrator role, login into the eXtendMobile application.
    2. Open the create/edit function in edit mode where the eXtendFiles uploader is to be configured. 
      Long press on its entry and tap Edit to open its configuration screen.
    3. Tap the Configure Form button to open the form configuration page and tap Add to open the field list. Search for the "eXtendFiles Uploader v2" field and tap the field to add it on the form.

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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. Tap the kebab icon (three dots on the right) of the "eXtendFiles Uploader V2" field.
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      2. A menu will open. Tap Details from the menu.
      3. Edit the "Field Label" value to change the label of the field.
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      4. Tap Save to update the field details. Upon function execution, the updated label will be displayed as shown below:
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    2. Add eXtendFiles fields to set user defined values upon eXtendFiles upload:
      You can add additional fields in "eXtendFiles Uploader V2" so that user defined values may be set on the eXtendFiles record which will be created.
      1. Tap on the eXtendFiles Uploader V2 field.
      2. A page will show the eXtendFiles uploader and other fields.
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      3. Tap Add to add more fields to the eXtendFiles record which will be created during uploads.
      4. Save the page to add the additional field(s).
      5. When executing the function, the added fields will appear on the "eXtendFiles Uploader V2" field.
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    3. Set default values on eXtendFiles records:
      1. Tap the field where you wish to add a default value and select the appropriate default.
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      2. The default value specified on the field will be shown upon execution of the function, but the user can change its value during execution, as needed.
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        Note: The default value will be applied to all files uploaded using the "eXtendFiles Uploader V2".
    4. Default value restrictions
      If you do not want users to change the default value assigned to an eXtendFiles field
      1. Tap the kebab icon (three dots on the right) of the field.
      2. A menu will open. Tap Hide from the menu.
      3. The field will be now hidden upon function execution, but the default value will still be applied during form submission and added to the eXtendFiles record.
  2. "eXtendFiles Uploader V2" field section view configuration:
    By default, the "eXtendFiles Uploader V2" field section appears collapsed. Only the uploader is visible, and all other fields are hidden. To view all other fields added under the "eXtendFiles Uploader V2" section, Tap on the down arrow icon to expand the view.
    To show the "eXtendFiles Uploader V2" section as expanded by default upon form execution, follow the steps below:
    1. Tap the kebab icon (three dots on the right) present on "eXtendFiles Uploader V2" field.

    2. A menu will open. Tap Details from the menu.
    3. Enable "Display field in expanded view".

    4. Tap Save to update the field details.