Secure Email Input/Output

May 27, 2019 3:41 pm By admin

Over the past few years, one of - if not the - most requested improvement to Workflow has been a way to capture and send email messages from/through online servers like Office365 and Gmail.

Debugging User Scripts

May 24, 2019 6:34 pm By admin

The Script Debugger feature in OL Connect Designer 2019.1

Creating multilingual Connect templates

May 24, 2019 5:27 pm By admin

A multilingual Connect template can handle content and static text elements in more than one language. Traditionally this is achieved by creating a template or section for each language variant. This approach complicates content updates and template maintenance. Alternatively

Connect to localhost with COTG on Windows 10

May 24, 2019 4:13 pm By admin

Running Capture OnTheGo (COTG) on Windows 10 is the perfect way to debug or demonstrate a COTG solution since you can have the COTG app, the Connect Workflow and the Connect Designer all running side by side on the same PC (or VM).

‘Stamping’ one PDF file on another

June 21, 2018 10:29 am By Mieke Zuurman

“Stamping” refers to a method of layering one PDF over another PDF, via a script in Workflow. This how-to explains when and how to use this method.

Dead Simple Cover Page

March 9, 2018 7:32 pm By admin

This How-To shows how to create a cover page on any job, using only Designer and the Output module.

Database Lookups from DataMapper

March 9, 2018 3:41 pm By admin

This How-To will show you how OL Connect DataMapper can use the JDBC (Java Database Connectivity) driver to connect to a third-party DBMS. JDBC makes it possible to establish a connection with a database, send SQL statements and process the results.

Performance Testing Grounds

March 9, 2018 3:29 pm By admin

These are tests performed internally by employees in order to test/prove/verify the difference between various methods used for processing, mapping and generating data and files in our products.

Dynamic Charts for use with Web Dashboards

March 9, 2018 3:22 pm By admin

Before jumping into the details of “how it’s done”, it’s important to understand the basic elements that make it possible to have a chart.

How to Archive Emails using SMTP Input

March 9, 2018 3:14 pm By admin

Users often contact Support to enquire about ways to backup emails sent to their clients for accounting and tracking purposes. Emails can be archived in Workflow v8.6.1+ using the SMTP Input Server.

Interacting with the Data Repository API

March 9, 2018 3:12 pm By admin

This How-To will show you how to interact with the Workflow Data Repository using it's scripting API. Because the default tasks involving the Data Repository only offer to Insert or Update, any other action requires the API to be used in a scripting action.

Separate Job by Invoice Number Using Presets

March 9, 2018 3:06 pm By admin

In this How-To we'll explore how to separate your output job by invoice number, in order to create one file per invoice. Since we'll be implementing this in the Job/Output Creation presets, this method can be used both when printing from Designer, as well as automating it from the Workflow tool.

Manipulating PDF Files with Metadata

March 9, 2018 3:02 pm By admin

In this How-To we'll be taking a look at how to manipulate metadata in Workflow, without any sort of document or template. We'll be using Metadata tools exclusively to sort, split, and merge a PDF job.

Add a Record Index and Count to your document

March 9, 2018 3:00 pm By admin

In this short How-To we'll show you how to get the current record index, and the total number of records in the record set, displayed on your document.

Cloning your way through nested tables

March 9, 2018 2:57 pm By admin

This How-To with accompanying sample explains how to programatically generate a detail table including nested items, in the most efficient way possible. The method used here is generally refered to as Cloning, since we create copies of the tables and rows, editing them as we go along.

Scripts: Communicate with an HTTP(S) API from Workflow

March 9, 2018 2:39 pm By admin

This How-To is meant to show an example of how to communicate with an external service from a Run Script action task in the Automation module (Workflow). It is geared towards users with an existing background in scripting and network communications, as the concepts here are relatively complex for beginners.

Scripts: Manual Counter in Designer

March 9, 2018 2:33 pm By admin

While the Generate Counter script is really, really useful for things like Raffle Tickets, it's unfortunately unuseable if you already have your own Data File as it cannot complement that data file automatically.

Scripts: Send an email via a script in Workflow

March 8, 2018 10:15 pm By admin

The following is a VBScript example that sends an email through an SSL Connection, using gmail's SMTP server. This, of course, assumes that you have a gmail account!

Scripts: PDF Page Count using Alambic API

March 8, 2018 9:59 pm By admin

This simple script is used to count the number of pages in a PDF using the Alambic API, which is a very fast and efficient way to do so.

IIS reverse proxy for Workflow

March 8, 2018 9:43 pm By admin

In this How-To we'll explore the #1 best practice when it comes to providing end users with output generated by Workflow: use a public IIS instance with a reverse proxy pointing to a separate, private Workflow server.

Create blank pages on field value

March 8, 2018 9:24 pm By admin

This How-To will show you how to create any number of blank pages in your output, using a number found in a field value.

Using Preprocessors in the DataMapper

March 8, 2018 9:06 pm By admin

Preprocessors are an extremely powerful feature of the DataMapper. They allow you to make changes to the input data file before anything else happens - even before the file settings are applied and the boundaries are set!

XML: Using XPATH in the Repeat step

March 8, 2018 9:03 pm By admin

In this How-To we’ll be exploring the use of XPATH to handle flat-level XML files that we want to add a bit of structure to.

Testing the Capture OnTheGo Template Wizards

March 8, 2018 9:01 pm By admin

This How-To will show you how to use the existing Capture OnTheGo templates available from the Connect Welcome Screen. Note that following this How-To requires Connect 1.3 or higher.

Split a String into Elements

March 8, 2018 8:57 pm By admin

In this How-To we're going to take a single field and split it into different elements. This is useful to create lists, menus, etc.

Maintaining extra spaces in text added to a template

March 8, 2018 8:55 pm By admin

In the world of HTML, extra spaces are generally dealt with by removing any spaces beyond the single one. In some cases, this is not the behaviour you want to maintain, and those spaces should all be shown in your output.

Add and Format the current date

March 8, 2018 8:53 pm By admin

This How-To shows you how to add the current date to your template, and to format it in the desired locale and language.

Custom table footer with subtotal at the end

March 8, 2018 8:52 pm By admin

In this How-To we'll show you how to make your own footer with text, while leaving the grand total at the end of the table along with a subtitle and taxes.

Creating Raffle Tickets

March 8, 2018 8:50 pm By admin

In this How-To we’ll be creating automatically numbered raffle tickets, to be used in events and parties and such.

Creating a multi-page Web template

March 8, 2018 8:47 pm By admin

Snippets are useful for a lot of things, but in this How-To we'll be seeing how they can be used to simplify service multiple web pages with the same design and different contents. This assumes that your contents is in various snippets, either internal to the template (in the Snippets folder) or external ones on local disk.

Internal, External and Web resources

March 8, 2018 8:44 pm By admin

There's a few tips in this list that will show how to reference different locations where resources can be located (such as images, snippets, JSON data). This tip clarifies exactly what those formats are and how to use them.

Using a selector to load part of a snippet

March 8, 2018 8:33 pm By admin

In this case we show how to retrieve parts of a snippet. Suppose we have a single snippet with three parts. Each part contains text wrapped in a absolute div element with an ID.

Overflow with multiple master pages

March 8, 2018 8:29 pm By admin

The case we deal here is one where we add a tear-off section on the first page of an invoice. The tear-off section will appear below the line items only on the first page. So, we don't want the line items overflow on the tear-off section.

Output Sections conditionally

March 8, 2018 8:28 pm By admin

The case we deal here is the one where the sections are output according to a data field value condition.

Tips and Tricks for Medias and Master Pages

March 8, 2018 8:22 pm By admin

This is a small collection of tips & tricks specifically related to the use of Master Pages and Medias, along with the Sheet Configuration properties for any sections.

Passing Workflow variables to Designer

March 8, 2018 8:14 pm By admin

Runtime parameters pass values from Workflow to an OL Connect template, data mapping configuration or Job Creation Preset. They have been introduced gradually in OL Connect, from version 2019.2 up to 2021.1. In older versions, runtime parameters are not available, but this simple 2-step trick will let you get any Local and Global variables from PlanetPress Workflow into your record, for use in your template.

Using the Google Maps API

March 8, 2018 7:57 pm By admin

Sometimes, you just need a map. A map to get you somewhere, or to know where you are. In this How-To we explore how to use the Google Maps API to add a static or interactive map to your template.

Using OpenWeatherMap API

March 8, 2018 7:55 pm By admin

While there are many different APIs available to provide weather information on the Internet, OpenWeatherMap appears to offer the simplest, most extensive features available. It is easy to use and free for up to 50,000 requests per day. In this How-To we will explore obtaining weather information in HTML form (the easiest to include in your page) and in JSON format which is better if you wish to customize the weather display in your template.

Using external libraries and frameworks

March 8, 2018 7:51 pm By admin

When it comes to offering choice, nothing beats the Internet. There are so many different frameworks and libraries out there, whatever you think you want to do is probably already available as a simple library you can add to your Web template with a single line of code. This How-To shows you how to use external libraries and frameworks.

Import and use external fonts

March 8, 2018 7:09 pm By admin

While there are currently no UI methods of using fonts imported into the Fonts folder in the template's resources, they are still useable through a small bit of CSS that will "activate" those fonts for use, following which they can be called for use (again, within the CSS).

Adding attachments to an email using scripts

February 9, 2018 6:24 pm By admin

This How-To will show you how to insert your own file attachments when sending email through the Designer module, or through automation using the Create Email Contents task in the Workflow module.