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Adding external attachments to an Email Context
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.
Designer
JavaScript
Change detail line formatting based upon a data field value
This How-To will show you how to change a line Item detail formatting based upon a data field.
Designer
Overview of Booklet Imposition
Here is a basic How-To along with some tips for generating booklets.
Designer
output
Combining record-based conditions
This How-To shows you how to combine record-based conditions using the Conditional Script Wizard.
Designer
scripts
Creating an Address Block
This How-To shows you how to create an address block.
Designer
Import and use external fonts
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).
Designer
Load a snippet based on a data field value
In this How-To, we will personalize a letter for each customer using snippets that contain text in the customer’s language.
Designer
scripts
Localizing templates using JSON
This How-To shows you how to localize text in your template’s content.
Designer
scripts
Using external librairies and frameworks
When it comes to offering choice, nothing beats the Internet. There are so many different frameworks and librairies out there, whatever you think you want to do is probably already available as a simple library you can add to your template with a single line of code. Why do you think we chose HTML, CSS and JavaScript as our new technology choice? This How-To shows you how to use external librairies and frameworks.
Designer
web
Using OpenWeatherMap API
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.
web
Using the Google Maps API
Sometimes, you just need a map. A map to get you somewhere, or to know where you are. In this page we explore how to use the Google Maps API to add a static or interactive map to your template.
web
Passing Workflow variables to Designer
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.
Designer
workflow
Tips and Tricks for Medias and Master Pages
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.
print
Dynamic image that doesn’t contain the data field value
Sometimes, the data field value doesn’t contain the actual name of the image. So, we must proceed via scripting and use an if statement on the data field value.
Designer
scripts
Output Sections conditionally
The case we deal here is the one where the sections are output according to a data field value condition.
Designer
print
Overflow with multiple master pages
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.
Designer
overflow
print
Showing a Terms and Conditions on the back of the first page only
The case we deal here is the one where we add Terms and Conditions page only in the back of the first page, regardless of the number of pages in the overflow. We will use a duplex document but be careful that the line items do not overflow into the Terms and Conditions page.
Designer
print
Using a selector to load part of a snippet
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.
Designer
scripts
Internal, External and Web resources
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.
Designer
JavaScript
stylesheets
Creating a multi-page Web template
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.
Designer
snippets
web
Creating Raffle Tickets
In this How-To we’ll be creating automatically numbered raffle tickets, to be used in events and parties and such.
print
Custom table footer with subtotal at the end
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.
Designer
overflow
print
Add and Format the current date
This How-To shows you how to add the current date to your template, and to format it in the desired locale and language.
Designer
Maintaining extra spaces in text added to a template
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.
Designer
stylesheets
Split a String into Elements
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.
Designer
scripts
Dynamically adding options to an HTML drop-down
In this How-To we’ll explore how to dynamically add new options to an HTML drop-down, or in other words, how to add new <option> elements to a <select>.
Designer
scripts
web
Testing the Capture OnTheGo Template Wizards
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.
Designer
web
XML: Using XPATH in the Repeat step
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.
xml
Using Preprocessors in DataMapper
The Preprocessor feature in the DataMapper module is a fairly complex, but extremely powerful one. Basically, a Preprocessor runs on the whole data source before anything else happens – before even the file settings and boundaries are set!
preprocessor
scripts
Create blank pages on field value
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.
Designer
print
scripts
Extracting a multi-line item description
In this How-To we’ll show how to extract an item description that appears in multiple and variable number of lines.
scripts
Adding record data to a custom barcode in print output
In this How-To we’ll show how to add use metadata fields to add text and barcodes in your Print output.
Designer
output
print
IIS reverse proxy for Workflow
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.
workflow
Scripts: Basic Scripted Condition in Workflow
The following demonstrate the very basics of creating a scripted condition in Workflow.
samples
scripts
workflow
Scripts: PDF Page Count using Alambic API
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.
samples
scripts
workflow
Scripts: Send an email via a script in Workflow
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!
samples
scripts
workflow
Scripts: Resize an image without an external application
This script uses a simplified function that demonstrates the use of the WIA object in Windows Scripting Host. It lets you resize images without the use of an external program or software.
samples
scripts
workflow
Scripts: Manual Counter in Designer
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.
Designer
samples
scripts
Scripts: Communicate with an HTTP(S) API from Workflow
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.
samples
scripts
workflow
Cloning your way through nested tables
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.
Designer
scripts
Add a Record Index and Count to your document
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.
workflow
Manipulating PDF Files with Metadata
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.
pdf
workflow
Separate Job by Invoice Number Using Presets
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 presets, this method can be used both by printing from Designer, as well as automating it from the Workflow tool.
Designer
output
pdf
Interacting with the Data Repository API
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.
repository
scripts
workflow
How to Archive Emails using SMTP Input
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.
workflow
Pass multiple global variables from Workflow to Designer
Simulate multiple global variables in DataMapper.
Designer
preprocessor
scripts
workflow
Dynamic Charts for use with Web Dashboards
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.
Designer
output
web
Speed Up your Connect templates
This How-To will cover some basic tricks to speed up your Connect template.
Designer
output
scripts
Performance Testing Grounds
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.
Designer
optimization
output
pdf
performance
workflow
Reading and Interpreting Connect Logs
Reading and Interpreting Connect Logs
Connect Performance and Optimization Megathread
Connect Performance and Optimization Megathread
Designer
Calculating the LUHN Check Digit in Connect
Calculating the LUHN Check Digit in Connect
Designer
scripts
Database Lookups from DataMapper
This How-To will show you how OLConnect Data Mapper 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.
scripts
Dead Simple Cover Page
This How-To shows how to create a cover page on any job, using only Designer and the Output module.
Designer
scripts
Put one slice per detail record in a Pie Chart
Create a Pie Chart with one slice per detail record for the field of your choice?
‘Stamping’ one PDF file on another
pdf
print
scripts
workflow
Creating a Table of Contents using a Post Pagination script
Creating a Table of Contents
post pagination
scripts
Connect to localhost with COTG on Windows 10
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).
Creating multilingual Connect templates
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
multilingual
translation
Debugging User Scripts
The Script Debugger feature in OL Connect Designer 2019.1
Debugging
scripts
PDF/A-3 and e-Invoicing in OL Connect 2019.1
e-Invoicing
PDF/A-3
Secure Email Input/Output
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.
secure email
WordPress & Cloud – FAQ’s
FAQ’s on WordPress & Cloud
cloud
wordpress
WordPress & OL Connect Technology
OL Connect is a great tool to automatically generate personalised documents and distribute them via multiple channels. This is done through templates created by a Template Designer
wordpress
Email Attachments simplified
Email
Creating multi-level dynamic tables
Designer
scripts
table
Dynamic Tables reinvented
Designer
table
Nuts and bolts for dynamic rows
Designer
table
Data-sum it up!
Designer
table