Version: eXtendMobile 1.12.769 and above
Audience: NetSuite Administrator, eXtendMobile Admin

Overview

When using eXtendMobile list views, the "My Team" filter in the associated NetSuite saved search may not function as expected due to authentication differences between NetSuite and eXtendMobile. This article explains the issue and provides a workaround solution.

Prerequisites

  • Access to eXtendMobile list view function configuration
  • Understanding of NetSuite sales team structure and roles

Configuration

The "My Team" filter doesn't work directly in eXtendMobile due to authentication differences between NetSuite and eXtendMobile, and the context of the "current user". Instead, we'll configure alternative filters to achieve the same result.

Understanding the Issue

eXtendMobile uses a token user for OAuth 2.0 authentication rather than the actual mobile user's context. This means team-based filters don't automatically recognize the mobile user's team membership as a single system user is used for communication between eXtendMobile and NetSuite.

Setting Up the Workaround

To filter records by team membership, configure these two dynamic filters in your list view:

  1. Filter 1: Set Sales Team Member to current user
  2. Filter 2: Set Sales Team Role to Sales Rep (or desired role)

Implementation Steps

  1. Open your eXtendMobile list view configuration
  2. Navigate to dynamic filter settings
  3. Add the first filter:
    • Field: Sales Team Member
    • Operator: is
    • Value: current user
  4. Add the second filter:
    • Field: Sales Team Role
    • Operator: is
    • Value: Sales Rep
  5. Save your configuration

Frequently Asked Questions (FAQs)

Q: Why doesn't the standard "My Team" filter work in eXtendMobile?
A: Due to OAuth 2.0 authentication, eXtendMobile uses a token user context instead of the mobile user's context, preventing standard NetSuite team filters from working as expected.

Q: Can I filter by different team roles?
A: Yes, you can modify the Sales Team Role filter to match any relevant role.

Q: Will this solution work for all list views?
A: This approach works for any list view where team-based filtering is available and the appropriate fields are exposed.