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What file does JustOn show when prompted via View PDF?

When a user clicks View PDF in the detail view of an invoice or dunning reminder, JustOn either shows an existing file or produces a (non-persistent) live preview of a file. The file that JustOn shows depends on various conditions:

  • whether the record has the status Draft or another status
  • whether there has already been produced a file for this record
  • whether the record has an attachment

The following diagram illustrates this behavior:

PDF_preview
PDF preview decision tree

Info

The display mode depends on the user's selected user interface: In Salesforce Lightning, JustOn shows PDF files in a page popover. In Salesforce Classic, JustOn shows PDF files in a new window or tab.