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--- app:app_rpt_screens [2019/07/23 15:25]
dtucker [Chart Viewer Screen]
+++ app:app_rpt_screens [2025/08/05 12:58] (current)
dtucker [Report Maintenance Screen - Report Group Option - Delivery Preferences Tab]
@@ Line 5: / Line 5: @@
 TWBS Advanced Productivity Pack (APP) creates a screen through the SAP® Business One User Interface (UI) that allows for the administrative maintenance of reports, report groups, queries, and emails. This functionality allows the user to add, update, clone or delete definitions. The user also has the ability to add or delete categories.
-  * Click the **<color #22b14c>Report Definition</color>** menu option under the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>Setup</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>APP Setup</color>** menu groups.
+  * Click the **<color #22b14c>Report Definition</color>** menu option under the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>Setup</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>APP Configuration</color>** menu groups.
 {{:app:app_report_maintenance.jpg?nolink&600|}}
@@ Line 94: / Line 94: @@
   *  **<color #00a2e8>Message ID</color> –** This is a drop down box to specify the Message selected for the delivery. The list contains all the messages defined previously. For defining new message, select <color #00a2e8>**Define New**</color> from the list.
   * **<color #00a2e8>Attachment Format</color> –** Select the desired email attachment file format for your report. Available options include...
+    *  <color #00a2e8>**No Attachment**</color>
     *  <color #00a2e8>**Adobe PDF**</color>
     *  <color #00a2e8>**MS Excel**</color>
@@ Line 212: / Line 213: @@
     *  <color #00a2e8>**Send**</color>
   *  **<color #00a2e8>Message ID</color> –** This is a drop down box to specify the Message selected for the delivery. The list contains all the messages defined previously. For defining new message, select <color #00a2e8>**Define New**</color> from the list.
-  * **<color #00a2e8>Attachment Format</color> –** Select the desired email attachment file format for your report. Available options include...
+  * **<color #00a2e8>Attachment Format</color> –** Designate the file format type used to attach the Crystal Report results to the e-mail.
+    *  <color #00a2e8>**No Attachment**</color>
     *  <color #00a2e8>**Adobe PDF**</color>
     *  <color #00a2e8>**MS Excel**</color>
     *  <color #00a2e8>**MS Word**</color>
     *  <color #00a2e8>**SBO-XML**</color>
+<WRAP center round tip>
+For Report Groups, if an individual report is set to <color #00a2e8>**No Attachment**</color> for the attachment format, the report will be attached to the report group email as a <color #00a2e8>**PDF**</color>.
+</WRAP>
   *  **<color #00a2e8>Email From</color> –** Designate the email address which will be used as the sender's address if SMTP is specified as the e-mail provider. The field will be disabled and selected **Default Outlook User** if Outlook is specified as the e-mail provider.
   *  **<color #00a2e8>Delivery Receipt</color> checkbox –** Specify a delivery receipt.
@@ Line 513: / Line 520: @@
 Selecting the <color #00a2e8>**Define New**</color> option at the bottom of the <color #00a2e8>**Link To**</color> drop down list on the **Report Maintenance** screen will launch the **Form Registration** screen. APP allows you to attach custom crystal reports to any SAP® Business One or add-on screen built in the SAP® Business One User Interface (i.e. you can launch a report from any SAP® Business One window by clicking the Print or Preview buttons). The first step in this process is to register the window in APP using the Form Registration screen.
-The Form Registration screen is also accessible through the SAP <color #22b14c>**Form Registration**</color> menu option under the <color #22b14c>**Administration**</color> {{:app/image10.jpeg?17x16}} <color #22b14c>**Setup**</color> {{:app/image10.jpeg?17x16}} <color #22b14c>**APP Configuration**</color> menus.
+The Form Registration screen is also accessible through the <color #22b14c>**Form Registration**</color> menu option under the <color #22b14c>**Administration**</color> {{:app/image10.jpeg?17x16}} <color #22b14c>**Setup**</color> {{:app/image10.jpeg?17x16}} <color #22b14c>**APP Configuration**</color> menus.
 {{:app/image121.jpeg?357x377}}
@@ Line 1155: / Line 1162: @@
 While processing either an existing or new advanced delivery definition, the user will be prompted with the Advanced Delivery Processing screen.
-{{:app/image175.jpeg?782x54}}
+<WRAP center round info>
+Refer to the **How To Execute APP Advanced Delivery Definitions** section of the user guide.
-**Note** - Refer to the **[[#page305|How To Execute APP Advanced Delivery Definitions]]** section of the user guide.
+</WRAP>
 {{:app/image176.jpeg?407x356}}
+  *  <color #00a2e8>**Adv. Del. Definition**</color> - The ID/name of the advanced delivery definition.
+<WRAP center round info>
+The ID/name of the advanced delivery definition will only be populated if the user is executing a previously defined definition.
+</WRAP>
- **Adv. Del. Definition -** The ID/name of the advanced delivery definition.
+  *  <color #00a2e8>**Select Form**</color> - The form associated with the advanced delivery definition.
+  *  **<color #00a2e8>Select Default Report</color> option** - Assign the default report for the SAP® Business One form to the advanced delivery definition.
+  *  **<color #00a2e8>Select Specific Report</color> option** - Assign a specific report to the advanced delivery definition.
+  *  **Additional Query Filters Grid** - This grid is used to define the conditions for the delivery definition.
+    *  **<color #00a2e8>Field</color> column** - The field from the object to be used in the filter.
+    *  **<color #00a2e8>Condition</color> column** - The condition option to be used in the filter.
+      *  <color #00a2e8>**Equal**</color> - Is equal to
+      *  <color #00a2e8>**Not Equal**</color> - Is not equal to
+      *  <color #00a2e8>**Greater Than**</color> - Is greater than
+      *  <color #00a2e8>**Smaller Than**</color> - Is smaller than
+      *  <color #00a2e8>**Greater or Equal**</color> - Is greater than or equal to
+      *  <color #00a2e8>**Smaller or Equal**</color> - Is smaller than or equal to
+      *  <color #00a2e8>**Between**</color> - Between
+    *  **<color #00a2e8>Value #1</color> column** - The first value to be evaluated by the condition.
+    *  **<color #00a2e8>Value #2</color> column** - The second value to be evaluated by the condition.
-**Note** - The ID/name of the advanced delivery definition will only be populated if the user is executing a previously defined definition.
+<WRAP center round info>
+<color #00a2e8>**Value #2**</color> is not required for all conditions.
+</WRAP>
-{{:app/image177.jpeg?742x51}}
+    *  **<color #00a2e8>Relationship</color> column** -
+      *  <color #00a2e8>**And**</color> - Specifies that multiple conditions must be satisfied if they exist.
- **Select Form -** The form associated with the advanced delivery definition.
+      *  <color #00a2e8>**Or**</color> - Specifies that one of multiple conditions must be satisfied if they exist.
- **Select Default Report option** - Assign the default report for the SAP® Business One form to the advanced delivery definition.
-**Select** Specific Report option - Assign a specific report to the advanced delivery definition.
- **Additional Query Filters Grid -** This grid is used to define the conditions for the delivery definition.
-{{:app/image6.jpeg?10x10}} **Field** - The field from the object to be used in the filter.
-{{:app/image6.jpeg?10x10}} **Condition** - The condition option to be used in the filter.
-**Equal** - Is equal to
-**Not Equal** - Is not equal to
-**Greater Than** - Is greater than
-**Smaller Than** - Is smaller than
-**Greater or Equal** - Is greater than or equal to
-**Smaller or Equal** - Is smaller than or equal to
-**Between** - Between
-{{:app/image6.jpeg?10x10}} **Value #1** - The first value to be evaluated by the condition.
-{{:app/image6.jpeg?10x10}} **Value #2** - The second value to be evaluated by the condition.
-**Note** - **Value #2** is not required for all conditions.
-{{:app/image178.jpeg?667x28}}
-{{:app/image6.jpeg?10x10}} **Relationship** -
-**And** - Specifies that multiple conditions must be satisfied if they exist.
-**Or** - Specifies that one of multiple conditions must be satisfied if they exist.
-{{:app/image66.jpeg?785}}
- **Update/OK button -** Clicking this button will load the form that will display the definition results set.
- **Cancel button -** Discard the changes and close the window.
- **Save As Config button -** Allows the user to save the definition.
-{{:app/image34.jpeg?804}}
-{{:app/image44.jpeg?786}}
-===== Batch Processing Screen =====
-{{:app/image44.jpeg?786}}
-What was called **Batch Processing** in previous versions of TWBS CrystalWave is now provided via the APP [[#page305|**Advanced Delivery**]] functionality.
+  *  **<color #22b14c>Update/OK</color> button** - Clicking this button will load the form that will display the definition results set.
+  *  **<color #22b14c>Cancel</color> button** - Discard the changes and close the window.
+  *  **<color #22b14c>Save As Config</color> button** - Allows the user to save the definition.
 {{:app/image44.jpeg?786}}

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