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
page819.
l The web address where the recipient of the email will be taken after clicking the button in
the email. Type the URL in the Link field.
In addition, for an Invoice email you can change the following content settings:
l Show Welcome Message. Check this option to insert a salutation and one paragraph
with dummy text in the email.
l Detail Table Name. Type the name of a detail table to fill the lines of the invoice with
data. In the Designer, a detail table is a field in the Data Model that contains a variable
number of items (usually transactional data).
Email context
In the Designer the Email context is the folder that contains Email templates. From the Email
context, output can be generated in the form of email (see below).
When an Email template is created (see "Creating an Email template with a Wizard" on
page552) or when an Email context is added to a template (see "Adding a context" on
page499) the following happens:
l The Email context is created and one Email section is added to it. You can see this on
the Resources pane: expand the Contexts folder, and then expand the Email folder.
See "Email templates" on page558 to learn how to fill an Email section.
Although only one email can be sent per record when generating Email output, the Email
context can contain multiple sections. One Email section is created at the start, but you
can add more; see "Adding an Email template" on page559 and "Importing an Email
template" on page559.
l A style sheet, named context_htmlemail_styles.css, is added to the template. Depending
on which Template Wizard was used to create the template, another style sheet can be
added as well. Style sheets are located in the folder Stylesheets on the Resources
pane. These style sheets are meant to be used for styles that are only applied to elements
in the Email context.
The Wizard opens the Email section, so that you can fill it with text and other elements; see
"Content elements" on page664 and "Email templates" on page558.
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