Knowledge Base

Use Case

• Adding fields to the eXtendMobile view, create, edit, and transform function forms.
  
• Understanding details regarding form fields.
  
• Updating field details for fields used on forms to display the correct values.
  

Summary

Adding Fields to a Function's Form

1. Create a function based on your requirements. See Creating functions in eXtendMobile application for information on function creation.
   
2. To access the form configuration page, tap Edit the function and tap the Configure Form button located on the home screen of your function.
   
3. Tap the add icon to add fields to the form.
   

   
   
4. Upon tapping the add icon, a list of available fields will be displayed for selection.
   

   
   
5. Select the field you want to add on your form. You can also use the search bar to search the field you want to add on the form. 
   
6. If you long press on any listed field, multiple select will be activated so that you may tap on multiple fields to add those fields to the form.
   

   
   

   
   
7. On some record forms, you may encounter sublists within the field list. For instance, in the screenshot below, you can see the form configuration screen of a customer function, which displays the addressbook sublist. Similarly, in a transaction form, the item sublist will be displayed. The sublists are indicated by a sublist icon, as shown below.
   

   
   
1. When adding a sublist to the form, it will appear as a table underneath the Sublist header as shown below.
   

   
   
2. Tapping on the sublist field will open a page to add column fields to the sublist.
   
8. If you have eXtendFiles and want to add the eXtendFiles uploader to your function, see Configuring eXtendFiles Upload on Mobile Functions for configuration details.
   
9. After adding your desired fields, tap the Save button to save the form.
   

   
   

Field Properties

There are some field properties as listed below to change the behavior or to remove the field from the form. The field properties may be fewer on some fields based on their use case.

Swipe right to view all the field options available, these values will differ depending upon the function type.

To remove a field from the form, swipe left. A confirmation will be shown prior to the field being removed from the form.

1. Hide
   Tap Hide to make this field hidden in forms. This setting is helpful when the data for this field is populated based on the data from other fields and it is required for submitting to NetSuite, but you do not want to show this field on the forms. Once the field is marked as hidden, it will be shown as disabled on the form configuration page, as shown below.
    
2. Mandatory
   Tap Mandatory to make this field mandatory on the form. Once the field is marked mandatory, an asterisk will be shown in the field label.

   
   
3. Details
   Tap Details to view and edit details for this field. See the following section in this article for more information.
4. Read Only
   Enable this option to make the field uneditable on the form. This setting is helpful when you do not want users to edit the field, but you want to show it on form. For example, in a Sales Order edit function you may want to show the subsidiary field on form, but you do not want your users to edit its value.
5. Don't Send To NetSuite
   Enable this option if you do not want to send the data for this field to NetSuite.

Configuration of Field Details

1. Text/Long Text/Text Area/Integer/Float Fields
   See Text/Long Text/Text Area/Integer/Float Field Details for details.
2. Select Fields
   See Select/Multi-Select Field Details for details.
3. Currency Fields
   For a currency field, you will have additional field configuration options in addition to the ones present for text fields.

   
   
1. Currency Symbol
   You can specify the currency symbol which will be displayed on the forms. For more details regarding the behavior of currency fields, see Currency Fields Behaviour in eXtendMobile.
4. Time Tracking Fields
   You can find this field generally on the time tracking record. This field will be used for specifying the time in hours and minutes using a time picker. There are limited options for this field's details screen. See Text/Long Text/Text Area/Integer/Float Field Details for more details.

   
   
5. Date Fields
   This field will be used for specifying a date and it allows the use of a date picker.

   
   

   
   

   
   

   There are limited options for this field's details screen. See Text/Long Text/Text Area/Integer/Float Field Details for more details.
   

   Apart from general fields which are found on text fields, you will find an additional field named Default Date for this field type. You can use this field if you want to default the current date field to yesterday, today, or tomorrow.
   

   
   

   
   

   
   
6. Date Time Fields
   A Date Time field will have same behavior and fields as the Date field. The only difference between these two fields is that in datetime, users will be able to select the time after selecting the date.

   
   

   
   
7. Email and Phone Fields
   The field detail for these fields is same as for text fields. See Text/Long Text/Text Area/Integer/Float Field Details for more details.
8. URL
   The field detail for these fields is same as for text fields. See Text/Long Text/Text Area/Integer/Float Field Details for more details.

Defaulting a Field Value on Form

Specify a value against a field on the form configuration page to make it the field's default value. In the example below, we have defaulted a value for Sales Rep and Comments.

To clear the default value, swipe the card to the right and select the "Clear" option.

When a default field value is in place, whenever you create a record using a function containing a field default, the values will be populated. In the example below, the Sales Rep and Comments fields have been defaulted to the values specified in the previous step:

Rearranging Fields