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Designer

The Designer allows the creation of a Template which will be merged with a Record Set to generate output in different formats: Print, Email and Web. We cover all of these in this course module.

Resources

Introduction

Module Terminology-Designer

In this video we explore the different words we decided to invent just for the Designer module.

Introducing the Designer Module Interface

Let’s settle in, take a look around, put our feet up on the table and learn about the Designer module, its panes, and how to create a new template.

Introducing Contexts

This presentation introduces the 3 contexts available in Designer: Print, Email and Web.

Introduction to the Designer Module

A quick introduction to the Designer module by our favourite Product Development Manager, Philippe Fontan

Variable Data

Importing a Data Model

Data Models are super useful, and if you haven’t already realized that, you soon will. Here’s how to use them in the Designer module.

Introduction to Variable Data

Here we come to the core of our software: variable data. Adding data from a data mapping configuration into your template is one of the things that is the simplest, but the most powerful, in this whole software.

Designing with HTML Elements

Standard and Dynamic Tables

Time to pick up the tab, err, tables. Standard (static) and dynamic tables are used to display tabular data, or in some cases to design and format a template.

Internal and External Images

Images used in templates can be inside your template, outside your template, up down and sideways on your hard drive. Let’s take a look at how to refer to them and import them.

Using Barcodes

In this animation we’ll take a look at adding dynamic barcodes to our template, and a could of popular barcode types.

Charts and Graphs

There isn’t a lot that can make a document more flashy than adding a graph to it. So let’s do this now by adding a couple of pie charts!

Working with Boxes

Boxes may sound unimpressive, but they’re really so useful and versatile, you’ll soon be using them all over the place.

Basic Paragraphs and Headings Styling

This animation presents the basic styling of text, paragraphs, as well as selecting different elements styles like paragraphs and headers.

Resources in the Designer

Style Sheets and the Order of Execution

To understand the styling of text and elements, it’s important to understand how styles work, in which order they’re evaluated, and how to set them up.

Creating and using Snippets

These reusable bits of contents, called statically or dynamically, are great at sharing contents between contexts, or as importable resources. Let’s learn about them.

Conditional Elements

If you have something to hide, there’s a perfect way to do it in Designer. Alright it won’t hide your taxes from the IRS, but it can handle paragraphs easily!

Identifying HTML Elements with IDs and Classes

One of the biggest superpowers of web technologies is the ability to affect the styling and the properties of one or more elements in as broad or as fine-grained a level as you need to. This is how we do it.

Print Contexts

Print Contexts, Medias and Master Pages

We all you know you’re here to print. Well, with the use of contexts, medias and master pages, you’ll have the freedom to print exactly what you need, how you need it, more than you ever had before.

Sections and their Properties

Read all about what sections are, how they’re useful and how to configure them.

Managing Whitespace Elements

If you’re creating transactional output with a variable number of elements, you can use the whitespace on your last page to display things depending on the available size. We’re pretty sure you can think of something to display!

Email Contexts

All about Email Contexts

Let’s take a look at create a new Email template and check out the properties of its sections. We also throw in a few considerations that you should pay attention to.

Simple Promotional Email

In this animation we create a simple email using the drag & drop tools available in the Designer Module. Please note that some features shown in this video have changed since it was recorded.

Web Contexts

All about Web Contexts

Let’s create a new Web template and learn about the specifics of using Web contexts in Designer, previewing them, setting their properties, and all that jazz. We also use the Form Builder to create a form the user can fill in.

Conclusion & Miscelaneous

Preparing Files for the Automation Module

If you want to automate the production of output, you need to prepare your files for the automation module. It’s pretty simple, too.

Using Template Wizards

Whether you’re done looking at the barren default templates or want to see just how pretty our pre-made templates are, this animation guides you through the Template Wizards available in PlanetPress Connect Designer.