2022.1
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Connect 2022.1
- Setup And Configuration
- System and Hardware Considerations
- Installation and Activation
- Where to obtain the installers
- Installation prerequisites
- User accounts and security
- Installing PlanetPress Connect on Machines without Internet Access
- Installation Wizard
- Running Connect installer in Silent Mode
- Activating a License
- Migrating to a new workstation
- Information about PlanetPress Workflow
- Upgrading
- Server Configuration Settings
- Known Issues
- Uninstalling
- General information
- OL Connect projects
- OL Connect automation with Node-RED
- Installation
- OL Connect nodes
- Connection settings for OL Connect Server
- OL Connect resources in Node-RED
- Flows in an OL Connect application
- Node-RED: nodes and common techniques
- OL Connect Startup flow
- An OL Connect email flow in Node-RED
- An OL Connect print flow in Node-RED
- An OL Connect preview PDF flow in Node-RED
- An OL Connect web flow in Node-RED
- Capture OnTheGo flows in Node-RED
- The DataMapper
- DataMapper basics
- Data mapping configurations
- Creating a new data mapping configuration
- Opening a data mapping configuration
- Saving a data mapping configuration
- Down-saving a data mapping configuration
- Using the wizard for CSV and Excel files
- Using the wizard for databases
- Using the wizard for JSON files
- Using the wizard for PDF/VT or AFP files
- Using the wizard for XML files
- Advanced PCL to PDF options
- Data mapping workflow
- The Data Model
- DataMapper User Interface
- DataMapper Scripts API
- The Designer
- Designer basics
- Web
- Capture OnTheGo
- COTG Forms
- Creating a COTG Form
- Filling a COTG template
- Sending the template to the Workflow tool
- Receiving and extracting data from a COTG Form
- Using COTG data in a template
- Designing a COTG Template
- Capture OnTheGo template wizards
- Using Foundation
- COTG Elements
- Using COTG Elements
- Testing a Capture OnTheGo Template
- Using the COTG plugin
- Dynamically adding COTG widgets
- Saving and restoring custom data and widgets
- Using submitted COTG data in a template
- Capture OnTheGo API
- Content elements
- Snippets
- Styling and formatting
- Personalizing content
- Preferences
- General preferences
- Clean-up Service preferences
- DataMapper preferences
- Database Connection preferences
- Editing preferences
- Email preferences
- Emmet preferences
- Engines preferences
- Hardware for Digital Signing preferences
- Language preferences
- Logging preferences
- Parallel Processing preferences
- Print preferences
- Sample Projects preferences
- Save preferences
- Scripting preferences
- Servers preferences
- Versioning preferences
- Web preferences
- Writing your own scripts
- Script types
- Creating a new Standard Script
- Writing a script
- Setting the scope of a script
- Managing scripts
- Testing scripts
- Optimizing scripts
- The script flow: when scripts run
- Selectors in Connect
- Loading a snippet via a script
- Loading content using a server's API
- Using scripts in Dynamic Tables
- Control Scripts
- Post Pagination Scripts
- Handlebars in OL Connect
- Translating templates
- Designer User Interface
- Designer Script API
- Functions and fields
- Example
- Functions and fields
- html()
- margins
- front, back
- Generating output
- Print output
- Email output
- Web output
- Generating Print output
- Generating Print output from the Designer
- Generating Print output from Workflow
- Print settings in a template
- Aborting content creation
- Print using standard print output settings
- Print Presets
- Print using Advanced Printer Wizard
- Adding print output Models to the Print Wizard
- Splitting printing into more than one file
- Print output variables
- Generating Fax output
- Generating Tags for Image output
- Generating Email output
- Generating Web output
- Optimizing a template
- Runtime parameters
- PlanetPress Connect Release Notes
- OL PlanetPress Connect Release Notes 2022.1.2
- License Update Required for Upgrade to OL Connect 2022.x
- Backup before Upgrading
- Overview
- OL Connect 2022.1.2 Improvements
- OL Connect 2022.1.1 Improvements
- OL Connect 2022.1 Improvements
- OL Connect 2022.1 Designer Improvements
- OL Connect 2022.1 DataMapper Improvements
- OL Connect 2022.1 Output Improvements
- Workflow 2022.1 Improvements
- OL Connect 2022.1 Improvements
- Known Issues
- Previous Releases
- OL PlanetPress Connect Release Notes 2021.2.1
- OL PlanetPress Connect Release Notes 2021.1
- OL PlanetPress ConnectRelease Notes 2020.2.1
- OL PlanetPress Connect Release Notes 2020.1
- OL PlanetPress Connect Release Notes 2019.2
- OL PlanetPress Connect Release Notes 2019.1
- PlanetPress Connect Release Notes 2018.2.1
- PlanetPress Connect Release Notes 2018.1.6
- PlanetPress Connect Release Notes 1.8
- PlanetPress Connect Release Notes 1.7.1
- PlanetPress Connect Release Notes 1.6.1
- PlanetPress Connect Release Notes 1.5
- PlanetPress Connect Release Notes 1.4.2
- Connect 1.4.2 Enhancements and Fixes
- Connect 1.4.1 New Features and Enhancements
- Connect 1.4.1 Designer Enhancements and Fixes
- Connect 1.4.1 DataMapping Enhancements and Fixes
- Connect 1.4.1 Output Enhancements and Fixes
- Connect 8.4.1 Workflow Enhancements and Fixes
- Known Issues
- OL PlanetPress Connect Release Notes 2022.1.2
- Knowledge Base
- Legal Notices and Acknowledgements
l Use the Update Data Records plugin.
l Add an Output task and check the option Update records with Metadata.
l Select Metadata as the data source in the Create Preview PDF plugin.
Note
Many of these actions can also be performed using REST calls.
Please refer to PlanetPress Connect Workflow documentation for more information about the
plugins involved.
Fields
Extracted data are stored in fields in the Data Model (see "The Data Model" on page291).
Fields can be present on different levels: on the record level or in a detail table (see "Detail
tables" on page336).
They can be moved up or down and put in groups (see below).
Fields with data belong to an Extract step and are accessible via the Step Properties pane (see
"Extract step properties" on page369).
Location-based fields always contain extracted data: they read data from a certain location in
the data source.
Other fields may contain the result of a JavaScript (expression-based fields, or fields filled by an
Action step) or the value of a property (property-based fields).
Adding fields
Location-based field
Generally, location-based fields are added to a Data Model by extracting data; see "Extracting
data" on page256. Location-based fields in detail tables are created by extracting
transactional data; see "Extracting transactional data" on page263.
Alternatively, you can add fields and detail tables directly in the Data Model pane (see "Adding
empty fields via the Data Model pane" on page298).
After adding a field or detail table this way, you can drag & drop data into it to convert it into a
location-based field. Without data it is not accessible via the Step properties pane.
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