2021.1
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Connect 2021.1
- 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
- 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
- Project Wizards preferences
- Save preferences
- Scripting preferences
- Servers 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
- Translating templates
- Designer User Interface
- Designer Script API
- 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 2021.1
- License Update Required for Upgrade to OL Connect 2021.x
- Backup before Upgrading
- Overview
- OL Connect 2021.1 Enhancements
- OL Connect 2021.1 Designer Improvements
- OL Connect 2021.1 DataMapper Improvements
- OL Connect 2021.1 Output Improvements
- Workflow 2021.1 Improvements
- OL Connect Send Improvements
- Known Issues
- Previous Releases
- OL PlanetPress ConnectRelease Notes 2020.2.1
- OL PlanetPress Connect Release Notes 2020.1
- License Update Required for Upgrade to Connect 2019.x
- Backup before Upgrading
- Overview
- OL Connect 2019.2 Enhancements
- Connect 2019.2 Designer Improvements
- Connect 2019.2 DataMapping Improvements
- Connect 2019.2 Output Improvements
- Workflow 2019.2 Improvements
- Known Issues
- License Update Required for Upgrade to Connect 2019.1
- Overview
- OL Connect 2019.1 Enhancements
- Connect 2019.1 Designer Updates
- Connect 2019.1 DataMapping Updates
- Connect 2019.1 Output updates
- Print Wizard and Preset Wizard Improvements
- Workflow 2019.1 Updates
- Known Issues
- Overview
- Connect 2018.2.1 Enhancements/Fixes
- Connect 2018.2 Enhancements
- Connect 2018.2 Designer Updates
- Connect 2018.2 DataMapping Updates
- Connect 2018.2 Server Enhancements
- Connect 2018.2 Output updates
- Print Wizard and Preset Wizard Improvements
- Workflow 2018.2 Updates
- Known Issues
- Overview
- Connect 2018.1.6 Enhancements/Fixes
- Connect 2018.1.5 Enhancements/Fixes
- Connect 2018.1.4 Enhancements/Fixes
- Connect 2018.1.3 Enhancements/Fixes
- Connect 2018.1.2 Enhancements/Fixes
- Connect 2018.1.1 Enhancements/Fixes
- Connect 2018.1 General Enhancements
- Connect 2018.1 Designer Enhancements/Fixes
- Connect 2018.1 DataMapping Enhancements/Fixes
- Connect 2018.1 Output Enhancements/Fixes
- Workflow 2018.1 Enhancements/Fixes
- Known Issues
- Overview
- Connect 1.8 General Enhancements and Fixes
- Connect 1.8 Performance Related Enhancements and Fixes
- Connect 1.8 Designer Enhancements and Fixes
- Connect 1.8 DataMapping Enhancements and Fixes
- Connect 1.8 Output Enhancements and Fixes
- Capture OnTheGo (COTG) Enhancements and Fixes
- Workflow 8.8 Enhancements and Fixes
- Known Issues
- Overview
- Connect 1.7.1 General Enhancements and Fixes
- Connect 1.7.1 Designer Enhancements and Fixes
- Connect 1.7.1 DataMapping Enhancements and Fixes
- Connect 1.7.1 Output Enhancements and Fixes
- Workflow 8.7 Enhancements and Fixes
- Known Issues
- Overview
- OL Connect Send
- Connect 1.6.1 General Enhancements and Fixes
- Connect 1.6.1 Designer Enhancements and Fixes
- Connect 1.6.1 DataMapping Enhancements and Fixes
- Connect 1.6.1 Output Enhancements and Fixes
- Connect Workflow 8.6 Enhancements and Fixes
- Known Issues
- Overview
- Connect 1.5 Designer Enhancements and Fixes
- Connect 1.5 DataMapping Enhancements and Fixes
- Connect 1.5 Output Enhancements and Fixes
- Connect 1.5 General Enhancements and Fixes
- Connect 8.5 Workflow Enhancements and Fixes
- Known Issues
- Overview
- 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 2021.1
- Knowledge Base
- Legal Notices and Acknowledgements
on how users enter information on a mobile device and how they expect the form to look and
behave.
Tip
If the COTG Form replaces a paper form, it can be tempting to stick to the original layout
for the sake of recognizability. Don't fall into that trap. In the end, the users - customers
and employees - will be happier with a user-friendly form that adapts to different screen
sizes and looks like it was designed for the web.
Most design guidelines for web forms apply to COTG forms as well. Two key concepts are
responsive design and usability.
Responsive design
Responsive Design is "an approach to web design aimed at crafting sites to provide an optimal
viewing and interaction experience - easy reading and navigation with a minimum of resizing,
panning, and scrolling â across a wide range of devices". (Source: Wikipedia.).
With the COTG app for Android or iOS, COTG forms can be viewed on a wide variety of mobile
devices, with different screen sizes. A responsive design will adapt to the size and orientation
of the screen, to avoid navigation tasks like zooming in or out and scrolling horizontally. The
layout may change to optimize the user experience on that device: information that is shown
side by side on a larger tablet may be stacked when viewed on a smaller device.
It is complicated and time consuming to create a responsive design all by yourself. Therefore it
is advisable to start creating a COTG form with a COTG Template Wizard (see "Capture
OnTheGo template wizards" on pageî573). All Web and COTG Template Wizards in Connect
Designer make use of the Zurb Foundation front-end framework to make the templates
responsive (see "Using Foundation" on pageî577 and
http://foundation.zurb.com/learn/about.html).
Tip
In the Designer, you can test the responsiveness of a form using the Responsive
Design button at the top right of the workspace.
Some browsers also let you test the responsiveness of a form. In Firefox, for example,
select Developer > Responsive Design to view a form in different sizes.
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