SuiteApp Version: eXtendMobile 1.12 or above
Mobile App Version: eXtendMobile 1.12 or above
Audience: eXtendMobile Admin

Use Cases

  • Add a button to your function that creates a new record and maps the data from the current function.
  • Create a sales order from a customer record.
  • Create a task record from a sales order record.

Overview

eXtendMobile allows you to create a new record using a view function. It also enables you to map fields from the current record to the fields of the target record. This article provides an explanation of this feature.

Prerequisites

Two functions are required to utilize this feature:

  1. A source function.
  2. A target function.

The Source Function is the function that initiates the creation of a new record. The Target Function is the function that creates the record and is called by the Source Function.

For instance, if you have a customer list function or a customer view function, and you want to initiate a sales order create function from there, you need to create a customer list or customer view function as the source function. This source function will trigger the sales order create function. You also need to create a sales order create function that will be called from the source function.

When creating these functions, ensure:

  1. The source function includes all the fields that you want to map with the target function.
  2. The target function has all the necessary record fields to create the record and set the data based on the source function.

Configuration

  1. Source Function
    Edit the source function and add a target function from the form configuration page using the Add Target Function on a view function. On a list function use the + icon on form configuration page.
  2. Since the target function is of the type of Create, a button to specify field mappings will appear on the form as shown below.
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  3. To set field values on the target function fields from the source function form fields, use the add button to add mappings.
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  4. If the target field is a select field and you want to set the source record in it, you will use source field as internalid and the target field as the select field of the target function.
  5. If the target field is a select field, a new field named "Label Field" will appear to set the label on the target function.
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