2021.2

Customizing the project
A project is a great starting point for building an OL Connect solution. This part explains how to
make changes to the project.
Do you intend to expand the project into a solution where Workflow runs on a different machine
that also has a different regional setting? Then indicate the desired encoding in the Designer
preferences (see "Project Wizard deployment settings" on page871) before installing the
project.
The form
If you want to add inputs to the form and extract the submitted data, here's how to do that.
1. Open the Web section and add elements to the Web Form (see "Using COTG Elements"
on page596 and "Using Form elements" on page560).
You could also add text, images and other elements (see "Content elements" on
page633) and change the layout of the page (see "Styling and formatting" on page745).
2. Save the template and send it to Workflow (see "Sending files to Workflow" on page454).
3. Upload the Workflow configuration to the server (see Saving and sending a Workflow
Configuration in Workflow's Online Help) and let the process save the input data to a file
(see "Saving input as sample data" below).
4. Use the saved file to expand the data mapping configuration (see "Opening a data
mapping configuration" on page202). Send the data mapping configuration to Workflow.
5. Send the Workflow configuration to the server.
Saving input as sample data
Testing a process in Debug mode is only possible with a sample data file. The process is pre-
configured to use the Sample Data.xml file located in the Configurations\Data folder.
To create your own sample data file:
1. Locate the Workflow configuration in the Configurations\Workflow folder and open it in
Connect Workflow.
2. Select the process.
3. Enable the Send to Folder step (step 2 in the process).
4. Send the Workflow configuration to PlanetPress Workflow service (see Saving and
sending a Workflow Configuration) and run it again, with a custom name value.
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