SuiteApp Version: eXtendMobile 1.12 and above
Mobile App Version: eXtendMobile 1.12 and above
Audience: NetSuite Administrator, eXtendMobile Admin

Overview

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 "Entity" record type because the user can be employee, vendor, customer, or partner.
The custom field will be needed against the record type that you wish to track.

Example 1: If you have a function that updates a sales order, your custom field would be created and applied as a new field to that record.

Example 2: If you have a sales order function that includes an eXtendFiles uploader, and you want to track who uploaded the file, your custom field would be created and applied against the eXtendFiles record as that is the record that would need to track the user.

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, and add the field to the form.
If you've just created the field in NetSuite but you aren't seeing it in eXtendMobile, you may need to refresh your eXtendMobile record cache. See Update the eXtendMobile Record Cache.

3. Adjust Field Visibility

To prevent users from changing this field, set it to hidden using the "Hide" option from the field details. If you'd rather show the field but keep it uneditable, set it to "Read Only".
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4. Default Value from User

From the field details, under "Default Value", select "USER FIELD". This will show a button named "Configure Default Value from User Field". Tap this button to set the default values as "Internal ID" on the entity types that may use the function:
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5. Save Changes

Save your changes to the form and the function.

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.
It's crucial to use unique user record references for each eXtendMobile user. This ensures the custom field accurately reflects the specific mobile device user who made the changes. See Creating eXtendMobile Users for more information on user creation.