SuiteApp Version: 1.11 and above
Mobile App Version: 1.11 and above
Audience: Administrator

Use Case

  • Configure "Select" and "Multi-Select" field details for advanced use cases.
  • Configure connection to the appropriate record type, allowing you to search through more than NetSuite's default 1,000 option limit.
  • Configure the search function to improve the options retrieved for Select and Multi-Select fields by applying special filters or displaying values from desired fields.

Summary

The details of a field will vary depending on its type. While some field types have a similar set of details, others can be quite different. In this article, we will focus on the field details of the Select and Multi-Select types and their options in different Function types.

Field Details

Edit Function

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  1. Field ID
    This is a non-editable field which shows the internal ID of the field you are viewing.

  2. Field Label
    The value entered in this field determines the label that will be displayed for the field in a form. By default, the label will be the same as the field name in your NetSuite account.
    Note: The label displayed is the exact label specified on the custom field in NetSuite. It does not source the label from any NetSuite custom forms.

  3. Field Type
    This field indicates the type of the field. We suggest not changing this value unless it is necessary.

  4. Field Search ID
    This field displays the value of the field's search ID. This can be helpful when the field's internal ID differs from its search ID. For instance, the Memo field on the transaction body has a field ID of memo, but its search ID is memomain.

  5. Force Default Value
    When you specify a default value for a field, the value is set for the record only when the field doesn't already have any existing values in edit functions. To override an existing value, you can enable this option.
  6. Default Value From User
    This field allows you to source data from the logged-in user's record to set values on the current form. You can select user fields, and the value present in the user field will be set on the corresponding field in the form. For example, you can source the Location value from the logged-in user so that it can automatically be set in the Location field for the current record.
  7. Scan
    This setting enables you to populate a field value using scan input.

    Note
    : Even if the scan input feature is enabled on a field, you can still manually enter a value. For more details about this feature, refer to Enabling Scan Input on Form Fields

  8. Hardware Scan
    This feature enables you to set values using external barcode/QR code scanners. For more details regarding this feature, please see Enabling Hardware Scan on Select Fields.
  9. Sourcing Field
    Select the field from which you want to source information. The available fields are those added to the form.
  10. Select Option Source Record
    If the option list of the selected select field is greater than 1000, you will need to configure the field to fetch or view all available options. First, make sure the cache record for the selected select field is created. Then, search and select the required record type. Upon selecting a value for this field, an additional field named Select Option Source Field and a button named Configure Select Option Filter will appear.
  11. Select Option Source Field
    When adding a source record, you must specify the field from the record that will be used to display the selected option. If you do not specify a field, the default value will be the name field.
    Note: If the configured field doesn't have value on the record then the internal ID of the record will be shown on the options list.

  12. Select Option Source Search Filter
    This field stores the value of the select option filters added using the button Configure Select Option Filter. We do not recommend editing the value of this field unless it is necessary.
     
  13. Configure Select Option Filter (Button)
    If you want to filter the select options of a select field based on certain criteria, you can add those criteria using this "Configure Select Option Filter" button.
    eXtendMobile enables you to filter select options based on static values, user field value, or form field values.

    You can add one or more criteria based on your requirements, and all the criteria will be linked with the AND operator. When you click this button, a modal will appear where you can add filters by clicking the add (+) button. Follow the below steps for adding the select option filter -
    1. Click on the add (+) button a page will appear as shown below where you need to select the field against which you want to apply the filter. This field will show the list of fields from the Select Option Source Record record which was selected.

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    2. On selection of the filter field, two additional fields will appear as shown below:
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      1. Field Type
        Select the field type of the selected filter field.
      2. Search Operator
        Select the search operator based on the record type of the field selected in the Filter Field.
    3. On selection of Search Operator additional fields will appear as shown below:
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      1. Source Values From
        Select the source of the comparison record. This field has three options: Form Fields, Static Values and User Fields. If you select Form Fields, you can choose from the available form fields whose values will be used for filtering the select options.  If you select Static Values, you can choose from the available options in the Values field for the select option filter. If you select User Fields, you can choose user fields that the select option filter will use to filter select options.Image Placeholder
      2. Filter Option Source Record - Select the source record for the select field to use for filter field record.
    4. On selection of Filter Option Source Record, additional fields will appear as shown below:
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      1. Filter Option Source Field:
        Select the field from source record that you want to show in its options list. By default, it will consider the Name field as default field.
      2. Values:
        Select the values that will be used for filtering the select options. This option will render values based on the value selected under Source Values From field.
    5. Tap Save to save your filter.
  14. Configure Select Options (Button)
    In some cases, certain options for your select field may not be available for selection as they are not returned by the NetSuite API. For these cases, you can manually add the select options and ensure that you add the ID of the option as it appears in NetSuite. This will ensure that the option is correctly set on the record in NetSuite when used.
    Two fields will be shown when this button is tapped:
    1. Label
      The value specified will be used for displaying the option in the select field dropdown.

    2. Value
      The value specified will be used as the id for the option. 
  15. Field Display Rules (Button)
    See Field Display Configuration for information on configuring field display rules.

Transform Function

The available field details in the Transform Function are the same as those in the Edit Function, with the exception of the Sourcing Field option, which is not available.

Create Function

The available field details in the Create Function are the same as those in the Edit Function, with the exception of the Force Default Value option, which is not available.