SuiteApp Version: eXtendMobile 1.12 and above
Mobile App Version: eXtendMobile 1.12 and above
Audience: eXtendMobile User
Overview
eXtendMobile allows you to view your saved searches and perform various tasks similar to NetSuite saved searches. This article outlines the features and uses of list functions in eXtendMobile. Below is a top-level summary of the features:
- Local Filters
- Available Filters
- Dynamic Filters
- Row Highlighting Rules
- Custom Buttons
- Expanded row details
- Summary or grouped searches
- Offline Caching
Features
List functions in eXtendMobile let you display saved searches from your NetSuite account. You can also display grouped searches, but some features are not available for grouped searches. Here are the main features of list functions.
Local Filters
When Local Filtering is used, you can filter the results shown on the UI (not the entire result) using the search section under the column labels. On the eXtendMobile app, there is only one search bar for Local Filtering. Local Filtering filters the results shown on the UI, but not the entire result from the search.
Available Filters
Unlike the Local Filter, Available Filters initiates a call to NetSuite to retrieve the filtered results.
eXtendMobile Web
eXtendMobile App
Dynamic Filters
Dynamic Filters are applied whenever a list function is executed. This filter is helpful when you want to show the results based on the current user details.
Example use-cases:
- Restrict the records in your list function which were created by the logged in user.
- Restrict the records in list view to view results of their own subsidiary only.
If you are an eXtendMobile Administrator, see Setting Dynamic Filters on List, Edit & View Functions to lean more about about dynamic filter configuration.
Row Highlighting
Similar to NetSuite saved searches, in list functions you can apply rules to show rows in different colors based on criteria applied to them. If you are an eXtendMobile Administrator, learn more about the configuration at List Function Row Highlighting.
eXtendMobile Web
eXtendMobile App
Inline Editing
Inline Editing allows you to edit fields directly in the list view instead of needing to open each record. A pencil icon will be shown against the columns which are editable
Note: this feature is only available in eXtendMobile Web.
On successful field update, the row will become green:
You can click the Status field to check update details:
If you are an eXtendMobile Administrator, see Creating List Functions to learn more about the configuration.
Function Linking
Function Linking lets you link multiple functions in the list function view. You can link edit, view, create, transform, or list functions to display data based on the list function's row data.
For example, if there is a list function showing sales orders that need to be invoiced, you can have a "Sales Order to Invoice" linked function. By clicking it, you can directly open the transform function to create an invoice for the sales order. Similarly, you can link an invoice list or fulfillment list function to show records linked with the sales order.
eXtendMobile Web
eXtendMobile App
Custom Buttons
Custom Buttons add functionality to initiate any custom action as per your requirement. For example, you can customize a button to approve selected sales orders. When clicked, the button will approve all the selected sales orders and refresh the list to show the updated status.
eXtendMobile Web
eXtendMobile App
Expanded Row Details
In a list function, there may be data that users do not want to include in the column by default but may still want to view. In those cases, you can place such fields under the expanded row config. This way, they will not occupy the table columns, and users can view them by clicking on the expand row icon.
eXtendMobile Web
eXtendMobile App
Contact your eXtendMobile Administrator to configure this feature. If you are an eXtendMobile Administrator, see List Function Expanded Row Configuration for configuration steps.
Summary or Grouped Searches
You can also view the results of a summary/grouped saved search. Note that enhanced features like inline editing and offline caching will not work for grouped searches.
Let's say you have an inventory grouped/summary search created in NetSuite with columns like the ones below:
eXtendMobile Web
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eXtendMobile App
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Offline Caching
Caching allows you to view and use the list functions even when the network is unavailable. This feature is limited to the eXtendMobile app and not available for web. List function data will get cached periodically based on the cache update schedule set by your eXtendMobile Administrator. When you are offline, you can access the cached data using your list function. This data will not be real-time, so any changes made in the meantime will not be reflected. Learn more about offline caching at Using Cached Functions in eXtendMobile.