by Brad Vossler | Jan 17, 2025 | Accounts Payable, Add-Ins, Feature, Human Resources, Workflow
Record Type Link Fields Record Type Link fields are fields that allow you to select from a lookup table that is stored in another Record Type. For instance, you may be working with invoices and want to give the users a Vendor selection in your entry screens. If you...
by Brad Vossler | Jan 15, 2025 | Accounts Payable, Add-Ins, Feature, Human Resources, Workflow
Line Item Updates There are times when you need to work with line items to get your data processed properly. Invoices and Purchase Orders are 2 examples where line items are often used. In those applications, it is common to need to verify their line item data is...
by Brad Vossler | Nov 12, 2024 | E-form, Feature
Customized Workflow Error Handling Workflow actions can cause errors from time to time. From the occasional email error to Internet outages to documents that don’t exist, issues can and will arise. Most of the time you want the system to stop the process and log...
by Brad Vossler | Nov 11, 2024 | E-form, Feature
Default E-form Field Values E-forms have a built-in mechanism to auto-populate fields with data from the current Record. Knowing how the system will default E-form field values will help you design more efficient forms for your users. How Auto-Fill Works...
by Brad Vossler | May 19, 2023 | Feature
Cannot View PDF / XFA User may upload a PDF and get this following message in the viewer when it opens: This message happens when the PDF is actually an XFA document – which is an XML form that Adobe supports. They are created with the Adobe’s AEM...
by Brad Vossler | Apr 2, 2023 | Administration, E-form, Education, Feature, Healthcare, Human Resources, NGO, Searching, Viewing
Public Portal Using E-forms DocMgt Version 4.11 has added several enhancements to the E-form system. Two of the new fields we have added can help you build an E-form that works as a public searching system. This article will take you step by step to create your...
