Overview
When you create a new function in eXtendMobile, you can choose between using a template or starting from scratch.
Templates give you proven, ready-to-configure function examples for common NetSuite records. This helps you get started faster and avoid common configuration issues (for example, incorrect field IDs or misconfigured drop-down fields).
Prerequisites
- You must log in with an eXtendMobile Admin role.
- Note: Templates are designed for standard transactions and fields. You can add your account-specific custom fields once the templated function has been created.
Configuration
This feature doesn’t require any setup to use. Templates are provided by eXtendTech and will be:
- Added to over time as new templates become available
- Periodically refreshed (templates may change as best practices and product capabilities evolve)
Create a new function using a template
- Log in to eXtendMobile with an eXtendMobile Admin role.
- Tap the Add button (+) in the mobile app or + Create New Function on web from the home screen to create a new function. (See: Creating Functions in eXtendMobile.)
- Choose your Function Type.
- When prompted, choose Use a template.
- Browse or search the available templates.
- Select the template you want to use.
- Review the function details (for example Applied Roles, Folder, Form, and other function settings).
- Update any settings that should be account-specific, then Save.
Find the right template
The template picker includes a list of standard-function examples and supports filtering so you can quickly narrow down what you need. Filters include:
- Record type
- Required NetSuite features (for example: Lot Tracking, OneWorld, Multi-currency)
What templates are included?
Templates are intended to cover common standard transaction use cases, such as:
- Creating a Sales Order
- Creating a Purchase Order
- Bin Transfers
- Transforming Sales Order → Item Fulfillment
- Transforming Sales Order → Invoice
More templates will be added over time.
Notes and limitations
- Templates are provided for standard transaction use cases and may not cover every workflow.
- Custom fields can’t be included in a templated function. You can add account-specific fields after creating the function.
- List View, Multi Function, and Web View templates aren’t supported at this time.
Frequently Asked Questions (FAQs)
Q: What’s the difference between “Use a template” and “Start from scratch”?
A: Use a template creates a new function based on a proven example for a standard transaction, so you can start from a working baseline. Start from scratch creates a blank function that you configure entirely on your own.
Q: Can I edit a template directly?
A: Templates are meant to be used as a starting point. When you choose a template, eXtendMobile creates a new function for your account that you can modify as needed.
Q: Why don’t templates include my custom fields?
A: Templates are designed to be reusable across accounts and NetSuite configurations, so custom fields aren’t included. After creating the function, you can add your account-specific fields in Form Configuration.
Q: Will the templates list change over time?
A: Yes. Additional templates will be added over time, and existing templates may be refreshed periodically.