1.5
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Connect 1.5
- Setup And Configuration
- System and Hardware Considerations
- Installation and Activation
- Installation Pre-Requisites
- User accounts and security
- The Importance of User Credentials on Installing and Running PlanetPress Connect
- Installing PlanetPress Connect on Machines without Internet Access
- Installation Wizard
- How to Run Connect Installer in Silent Mode
- Activating a License
- Migrating to a new computer
- Information about PlanetPress Workflow 8
- Upgrading from PlanetPress Suite 7.6
- What do I gain by upgrading to PlanetPress Connect?
- Server Settings
- Uninstalling
- The DataMapper Module
- Basics
- Data Mapping Configuration
- Data Mapping Workflow
- The Data Model
- Data Source (Settings)
- DataMapper User Interface
- Defining Boolean Values
- Defining String Values
- Building String Values
- Defining Integer Values
- Building Integer Values
- Defining Float Values
- Building Float Values
- Defining Currency Values
- Building Currency Values
- Extracting dates
- Entering a date using JavaScript
- Defining Object Values
- DataMapper Scripts API
- The Designer
- Generating output
- Print output
- Email output
- Web output
- Optimizing a template
- Generating Print output
- Saving Printing options in Printing Presets.
- Connect Printing options that cannot be changed from within the Printer Wizard.
- Print Using Standard Print Output Settings
- Print Using Advanced Printer Wizard
- Adding print output models to the Print Wizard
- Splitting printing into more than one file
- Variables available in the Output
- Generating Fax output
- Generating Tags for Image Output
- Generating Email output
- Generating Web output
- Release Notes
- Copyright Information
- Legal Notices and Acknowledgments
For an Action or Invoice email, the Email Template Wizard lets you choose:
l The subject. You can change and personalize the subject later, see "Email header
settings" on page320.
l The text for the header. The header is the colored part at the top. The text can be edited
later.
l The color of the header and the color of the button. The color value must be a valid HTML
Color Name, or a valid hexadecimal color code. To get a hexadecimal color code, you
could use an online color picker tool (such as W3Schools' Color Picker). The color can be
changed later; see "Colors" on page472.
l The web address where the recipient of the email will be taken after clicking the button in
the email. Type the URL in the Link field.
In addition, for an Invoice email you can change the following content settings:
l
Show Welcome Message. Check this option to insert a salutation and one paragraph
with dummy text in the email.
l
Detail Table Name. Type the name of a detail table to fill the lines of the invoice with
data. In the Designer, a detail table is a field in the Data Model that contains a variable
number of items (usually transactional data).
Email context
In the Designer the Email context is the folder that contains Email templates. From the Email
context, output can be generated in the form of email (see below).
When an Email template is created (see "Creating an Email template with a Wizard" on
page311) or when an Email context is added to a template (see "Adding a context" on
page270) the following happens:
l
The Email context is created and one Email section is added to it. You can see this on
the Resources pane: expand the Contexts folder, and then expand the Email folder.
See "Email templates" on page317 to learn how to fill an Email section.
Although only one email can be sent per record when generating Email output, the Email
context can contain multiple sections. One Email section is created at the start, but you
can add more; see "Adding an Email template" on page318.
l A style sheet, named context_htmlemail_styles.css, is added to the template. Depending
on which Template Wizard was used to create the template, another style sheet can be
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