2022.2

Savingacopy/down-savingatemplate
TheConnectsoftwareisbackwardscompatible:templatesthatweremadewithanolderversionofCon-
nectcanalwaysbeopenedwiththenewestversionofthesoftware.
Butnewertemplatescannotbeopenedwithanolderversionofthesoftware.
Connect,however,allowsyoutosaveatemplateintheformatofapreviousversionofthesoftware,so
thatyoumayrestoreatemplatethatwasaccidentallyopenedandsavedinanewerversion,orsharea
templatewithusersofapreviousversionofConnect.
Notethatitmaynotalwaysbepossibletodown-saveatemplate.Ifatemplateusesafeaturethatdid
notexistinacertainolderversion,itwon'tbepossibletodown-saveittothatolderversion.
Todown-saveatemplate,selectFile > Save a Copy,fromthemenu.Selectthesoftwareversionand
clickOK.Nextyoucanselectalocationandgivethetemplateaname,asusual.
Tosave a copy,followthesameprocedurewithoutselectingapreviousversionofthesoftware.
Creatingpackagefiles
Apackagefile(*.OL-package)containsoneormoretemplates,datamappingconfigurationsandPrint
Presets.
Adatamappingconfigurationfilecontainstheinformationneededtoextractdatafromacertaintypeof
datafile.Formoreinformationsee"Datamappingconfigurations"onpage199.
PrintPresetsmakeitpossibletodosuchthingsasfilteringandsortingrecords,groupingdocuments
andsplittingtheprintjobsintosmallerprintjobs,aswellasthemorestandardselectionofprinting
options,suchasbinding,OMRmarkingsandthelike.See"PrintPresets"onpage1321formore
details.
PackagefilescanbeopenedbyotherConnectusers.TheycanalsobeimportedintoWorkflowand
senttotheConnectServer.
ToopenthePackagedialog,selectFile > Package....ForanexplanationoftheoptionsinthePackage
dialog,see"Packagedialog"onpage906.
GeneratingoutputfromtheDesigner
OutputcanbegenerateddirectlyfromtheDesigner,throughWorkflow,orbymeansoftheConnect
ServerRESTAPI;see"GeneratingPrintoutput"onpage1316,"GeneratingEmailoutput"on
page1340and"GeneratingWeboutput"onpage1348.
Totestatemplatefirst,selectContext > Preflight.Preflightsexecutethetemplatewithoutactuallypro-
ducingoutputanditdisplaysanyissuesonceit'sdone(seealso:"Testingscripts"onpage816).
SendingfilestoWorkflow
Workflowcangenerateoutputfromatemplateinautomatedprocesses.Forthis,thetemplatehastobe
senttoWorkflow.AlternativelyyoumaycreateaPackagefile(see"Creatingpackagefiles"above)and
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