Josh Marcuelo

Follow-up: The Delivery Log shows an email entry even when the email was not sent because it was cancelled during the preview stage. Flagging the document that it has been emailed when it actually ...

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• 19 de agosto de 2026 01:38
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Hi Joris,I was trying to use one report action for all document type to manage configuration easier. 

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• 13 de agosto de 2026 02:35
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Hi, I agree with this. It's a very bad user experience to not have the custom filters on the selection window. Can we have this request fulfill? Thanks,Josh

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• 31 de julio de 2026 04:50
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Hi, Is there new update to this concern?We have similar case where we wanted to mark documents if they have been emailed through print and delivery so we know we've sent them once especially when w...

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• 31 de julio de 2026 04:17
• 0 votos

Save as PDF: Custom location during runtime

Is there a way to prompt user for saving location when using Save as PDF?  

• Josh Marcuelo
• 18 de junio de 2026 00:53
• 2 seguidores
• 1 comentario
• 0 votos

Mass Delivery + Conditional action

I get an error when using mass delivery with conditional action like this SELECT CASE  --Purchase     WHEN $[CURRENT_FORMTYPE] = 142  -- Purchase Order     OR $[CURRENT_FORMTYPE] = 65301 -- AP DP I...

• Josh Marcuelo
• 17 de junio de 2026 07:20
• 2 seguidores
• 2 comentarios
• 0 votos

Document Window Cut Off - Function Buttons and Item Placement Tool

A document is getting cut-offed when i add function buttons to a document. Even after using item placement tool to relocate the button.In this case I have it in my AR Invoice. I notice that this is...

• Josh Marcuelo
• 27 de mayo de 2026 05:02
• 2 seguidores
• 1 comentario
• 0 votos

 Hi Alessandro, The attachment type is set to pdf, and I have assigned a template to create the attachment straightaway. the pdf is not yet physically created but only during when the email button ...

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• 22 de mayo de 2026 00:15
• 0 votos

Hi Alessandro, See image above for the report action config. There was no sql query used for this. Only using report configuration and report action for print and delivery. To clarify my issue, the...

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• 21 de mayo de 2026 23:52
• 0 votos