SuiteApp Version: eXtendMobile 1.12 and above
Mobile App Version: 1.12 and above
Audience: Administrator

Use Case

  • Adding dynamic filters to the List, Edit, and View functions for fetching results based on the current logged-in user or based on any other criteria.
  • Restricting view access for records having some specific values in a field.
    • Example 1: Restrict users from viewing records of other users or subsidiaries.
    • Example 2: Restrict users from viewing records having specific statuses.

Summary

When an eXtendMobile list, view or edit function is executed and a record is fetched, it is retrieved from the NetSuite account if it exists. There are no restrictions applied based on the currently logged-in user, their role, or other criteria. To add these restrictions, you can add dynamic filters. For example, you may not want to let user search for a billed Sales Order in a Sales Order edit function.

In this article, we will walk through a sample configuration where we want to restrict the function to a specific subsidiary.

Configuring Dynamic Filters

  1. Find the List, View, or Edit function where you want to add a dynamic filter. Long press on its entry and tap Edit to open its configuration screen.
  2. Tap the Set Dynamic Filter button present on the form configuration screen.
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  3. To add your dynamic filter, tap the Add button on the screen that appears.
  4. Apply your filter parameters and then tap Save.
    Field descriptions are shown below.
    1. Filter Field: Select the field you want to add the filter for.
      Example: Subsidiary
      On specifying this value additional fields will appear as shown in next point.
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    2. Field Type: Select the field type of the field selected.
      Search Operator: Select the search operator for value comparisons.
      Note: Make sure to add the search operator based on the selected field's type. 
      On specifying these values additional fields will appear as shown in next point.
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    3. Source Values From:
      Select the source of the comparison record. This field has two options: Static Values and User Fields. If you select Static Values, you can choose from the available options in the Values field for the dynamic filter. If you select User Fields, you can choose user fields that the dynamic filter will use to select values for comparison.

      1. If you select static values then following options will appear - 
        1. Filter Option Source Record:
          Select the source record for the select field to use for comparison record.
        2. 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.
        3. Values:
          Select the values that will be used for comparing to your applied dynamic filter. This option will render values based on the value selected under Source Values From field.
      2. If you select user fields then a button will appear to configure user fields - 
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        1. If you click the button options to set user fields based on entity type will be shown, select the required field. -

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    4. After specifying all details, tap on Save to create your dynamic filter.
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  5. Based on your requirements, you can add multiple dynamic filters.
  6. You can use parenthesis and operator in case of adding multiple filters similar to NetSuite.
  7. To delete an existing dynamic filter, swipe the filter card to left.
  8. After the dynamic filters are applied, they will be combined with the scan filter field value that is specified to fetch records. In the case of the list function, the results will be further filtered based on the specified dynamic filters.