SuiteApp Version: 1.11 and above
Mobile App Version: 1.11 and above
Audience: Administrator
Objective
This guide will help you configure eXtendMobile to record the user who last updated or created a NetSuite record.
Background
Since eXtendMobile employs OAuth 2.0 for its communication with NetSuite, any records that are created or edited display the OAuth 2.0 authenticated user in the native 'Last Modified By' reference. However, a custom field can be created as a workaround to log the eXtendMobile user instead of the NetSuite authentication user. This field will then be shown in system notes and can be reported against.
Steps
1. Create a Custom Field
For the record types where you want to track the user who last modified the record, you need to create a new field. You can call it "Last Modified By eXtendMobile User" or a name of your choice. This field should refer to the "Employee" record type.
2. Add the Custom Field to eXtendMobile Form
In eXtendMobile, add the new field from step 1 by tapping Configure Form for the function you wish to track the user.
3. Adjust Field Visibility
To prevent users from changing this field, set it to hidden using the "Hide" option. If you'd rather show the field but keep it uneditable, set it to "Read Only".
4. Specify the Source Record and Field
The source record should be "Employee", and the source record field should be "Internal ID".
5. Default Value from User
Under "Default Value From User", select "Internal ID". This will let the field auto-populate with the current user's details when the function runs.
Now, whenever an eXtendMobile user updates or creates a record using this function, your custom field will track who made the changes. This information will also appear in system notes.
