Configuring Mobile Table Elements

Through Mobile Configuration, you can change the default settings of standard tables and each of their columns. Basic settings include the header and column labels, toggle state, and row size. You can copy an existing standard Data Table element and update it to suit your business requirements. You can set up new Data Table elements within standard mobile processes.

The following configurations are only available for specific types of table elements:

New columns for Data Tables and the left side of Transfer Tables to display data of your choice from NetSuite records
Row colors for Data Table elements
Multiple row selection for Transfer Table elements
Create custom Data Table elements
Copy or clone a standard Data Table element
Autosubmission of data from Data Table elements

To configure mobile table elements:

Using the Administrator role, go to Setup > Custom > Mobile - Applications.
Access the Mobile Configuration page by doing the following:
1. In the Mobile – Applications list, click View next to the mobile app.
2. In the Mobile – Process list, click Configure next to the standard mobile process that you want to configure
3. On the Mobile Configuration page, in the Page field, select the mobile page.
Depending on table you want to configure on the page, do one of the following:
- To set up an existing standard table, in the Mobile Page Element field, select the name of the table. Then, proceed to step 5.
- To set up a custom table, go to the Additional Page Elements subtab. To continue your set up, see Adding Custom Data Tables. Then, return to this procedure to complete the other steps.
- To clone a table or its mobile action, see Cloning Tables and Table Actions. Then, return to this procedure to complete the other steps.
If you create a clone or custom table, be sure to set up the data you want to display on it. For instructions, see Configuring Your Data Table Source. Then, you can return to this procedure to complete the rest of the steps.
In the following fields, you can enable additional settings that suit your table requirements:

Tip:
For a custom table or copy, you can set up these same fields on the Mobile – Page Element page.
- You can update basic settings for existing standard tables, such as the label, display order, and row size.
  
  For more information about basic element settings, see Customizing Mobile Page Elements.
- Visibility Condition – If you set up a custom table or copy, you can hide the standard table by entering false in this field
- Toggle State – Select the default state of the toggle, which shows and hides the table automatically during the initial page load. Hiding a table by default enables pages to display other elements and their data without waiting for the entire table to load.
- Retain Column Filters – Check this box if you want to keep your current table filters applied throughout an active session. It persists your column filters even when you navigate to another page within the mobile process.
  
  For more information, see SCM Mobile Page Elements (Buttons, Fields, Tables) or Filtering Table Data Through Search Tags.
- Cache Table Data on Back Navigation – Check this box if you want to cache table data whenever you navigate back to a previous mobile page.
For existing standard tables, you can set up custom actions to replace the default ones for a table:

Note:
You can set up actions that perform specific tasks for rows or standard columns. When you create actions for data submission or page navigation, be sure that it doesn't break the existing process flow.

You can set up copies of standard mobile actions, as described in step 3.
- To create a custom action, beside a Custom Action field, click the plus icon.
- For row clicks, in the On Row Click Custom Action field, enter a custom mobile action that you have created for row clicks on this table.
- For column clicks on standard columns, on the Table Columns subtab, select a column. In the On Click Custom Action or After Column Click Action RESTlet field, enter a custom mobile action that you have created for this column.
For more information about mobile actions, see Customizing Mobile Actions.
To add your own loading text for a copy or custom action, see Setting Up Custom Loading Text for Mobile Actions.
To set up autosubmission, see Setting Up Autosubmission for Data Tables. Then, return to this procedure to complete the rest of the steps.
Click Save to keep all the updates you make on the Page Elements subtab.
For Transfer Table elements, you can set up the Enable Multiselect Condition field for multiple row selection.

For more information, see Multiple Row Selection for Transfer Tables.
On the Custom Columns Configuration subtab, to add columns to supported table element types, see Adding Columns to Table Elements.
On the Row Colors subtab, to set up colors for highlighting rows, see Setting Up Table Row Colors. Then, return to this procedure to complete the other steps.
After you complete all your table configurations, click Save and Update App.

Adding Custom Data Tables

You can add your own Data Table element to a mobile page of a standard process. On the Mobile Configuration page for the standard process, you can add a table by going to the Additional Page Elements subtab. Beside the Configuration Page field, click the open icon to open the Mobile – Page page. On this page, you can go to the Page Elements subtab to click New Mobile – Page Element. On the Mobile – Page Element page, in the Type field, be sure to select Data Table.

Note:

You cannot manually set up individual table columns for custom tables that you add to standard mobile processes.

To prevent the standard table from appearing on the mobile page, you can hide it by setting its Visibility Condition to false.

To display your table data, you can use an existing saved search or create your own. If you want to combine data from saved searches and NetSuite records, you can create a RESTlet. Based on the columns or fields referenced in your saved search or RESTlet, the table columns are generated automatically. To configure your custom table data, see Configuring Your Data Table Source.

To complete your custom table setup, return to Configuring Mobile Table Elements.

Cloning Tables and Table Actions

You can clone Data Table elements of a standard process to create a copy, which you can configure according to your table requirements. You can also create a copy of a standard table’s row click, column click, or load action. Your copy of an action can be set up in a standard table, custom table, or copy of a table.

When you copy a standard Data Table element, note the following limitations:

You cannot add table columns to your copy of the table.
On the mobile app, cloned tables appear with a copy icon beside the table name.
Cloning doesn't automatically hide the standard table from the mobile page. You can hide it by setting its Visibility Condition. If you don't want to hide it, you can use the Override Standard Element setting to override any selections from it

On the Mobile Configuration page for the standard process, you can complete these procedures for cloning:

To clone a mobile action, in the Mobile Page Element field, select the name of the table. In the Standard Action field, select the name of the standard mobile action. Then, click Clone.

If you copy a row or column click action, you can select it in the corresponding On Row Click Custom Action, On Click Custom Action, or After Column Click Action RESTlet fields.

Beside any of these action fields, you can click the open icon to update your copy of the action. To update mobile actions based on its type, see Customizing Mobile Actions.

Instead of a click action, if you copy a load action to change the table data, see Configuring Your Data Table Source.

Note:
You can update actions to perform specific tasks for rows or standard columns. If you update actions for data submission or page navigation, be sure that they do not break the existing mobile process flow.
To clone a table, in the Mobile Page Element field, select the name of the standard Data Table. Then, click Clone.

Tip:
If you see entries in the Standard Action field, remove them unless you want to clone a mobile action instead.

To access your copy of the table, on the Additional Page Elements subtab, in the Configuration Page field, click the open icon. On the Mobile – Page page, click the Page Elements subtab, and then click Edit or View next to the name of the copy. This opens the Mobile – Page Element page for your Data Table copy. On this page, you can enable the Override Standard Element setting and set up the table data.

To continue setting up your copy of a table or mobile action, return to Configuring Mobile Table Elements.

Configuring Your Data Table Source

When you create a custom table or a copy, you can specify the source of data to display in your table columns through one of the following ways:

You can create a saved search or choose a NetSuite record as your data source. Be sure to create your own RESTlet or saved search before you set it up. For more information about these data sources, see Data Sourcing for New Table Elements
You can copy the load action of a standard Data Table that contains the columns and data you want to display.

For example, you can copy the standard load action, poReceiving_enterBin_binListTbl_getBinList, for the Bin table on the Enter Bin page of the PO Receiving process.

For more information about copying mobile actions, see Cloning Tables and Table Actions.

To set up, on the Mobile – Page Element page for the Data Table element, in the On Load Action field, do one of the following:

Select your copy of a standard load action.
Click the open icon to open the Mobile – Action page and update the existing action.
Click the plus icon to open the Mobile – Action page and create a load action.

Then, on the Mobile – Action page, do one of the following to assign or update your saved search or RESTlet:

To configure your saved search, in the Type field, select Saved Search. Then, in the Saved Search field, select your saved search.
To configure your RESTlet, in the Type field, select Restlet. Then, set up your RESTlet script in the Script ID and Deployment ID fields.

For more information about setting up these action types, see Mobile Actions for Page Element Events.

To complete your table setup, return to Configuring Mobile Table Elements.

Setting Up Autosubmission for Data Tables

You can set up autosubmission for standard Data Table elements, your copy of a standard Data Table, or a custom Data Table. For custom mobile processes, you can autosubmit data from existing or custom columns. For standard mobile processes, you can autosubmit data selected from standard table columns of a Data Table element.

Note:

You cannot autosubmit data from columns that you add through Mobile Configuration. For more information, see Adding Columns Through Mobile Customization.

If you set up autosubmission for other elements on the same page, the app performs the actions in the following order: (1) action of an autosubmit button that you set as the primary action, (2) action of an autosubmit button, not set as the primary action, (3) default value autosubmission of a text box element, and (4) table autosubmission. For information about autosubmission for other elements, see Setting Up Autoclick for Buttons or Assigning Default Values to Field Elements.

On the Mobile Configuration page, you can configure autosubmission for a standard table. On the Mobile – Page Element page, you can set up autosubmission for a custom table or your copy. Either way, you can set it up in the Apply Autosubmit To field in the following ways:

To autosubmit data from a standard column that has an On Click Action by default, in the Apply Autosubmit To field, select the key for the column.
To autosubmit data from a standard column that doesn’t have a click action by default, you can set up one by clicking the Table Columns subtab. In the On Click Custom Action field, assign the mobile action you want to apply to the column. Then, in the Apply Autosubmit To field, select the key for the standard column.
To autosubmit data from an entire row, in the Apply Autosubmit To field, select Row Click. Optionally, in the On Row Click Custom Action field, you can enter your own mobile action. It may perform additional tasks or include conditions that are automatically triggered during the row click.

Note:
The Row Click option doesn’t appear if you have a click action in any of the columns.

To include column data in autosubmission of a row, be sure that you do not set its Visibility Condition field to false. If you set a dynamic value in this field, column data is autosubmitted only when the condition evaluates to true.

Based on your setup, the app autosubmits the data from the column of the first row or the entire first row. For entire rows, the app includes data from columns that you do not show on the table through the Visible Columns options.