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
Tip
If the COTG Form replaces a paper form, it can be tempting to stick to the original layout. Although
that may increase the recognizability, it is better to give priority to the user-friendliness of the form.
Keep in mind that the COTG form will be used on a device and don't miss the chance to make it as
user-friendly as possible.
Creating a COTG template using a Wizard
To create a COTG template with a Template Wizard:
1. l
In the Welcome screen that appears after startup and when you click the Home icon
at the top right, choose Browse Template Wizards. Scroll down until you see the
Capture OnTheGo Starter Template Wizards.
l
Alternatively, on the File menu, click New, expand the Template folder, and then
expand the Capture OnTheGo Starter folder.
2. Select a template. There are 8 types of Web Template Wizards:
l
Blank. The Blank COTG Template has some basic design and the appropriate
form, but no actual form or COTG elements.
l
Bill of Lading. The Bill of Lading Template is a transactional template that includes
a detail table with a checkmark on each line, along with Signature and Date COTG
elements. Use this wizard as a way to quickly start any new Zurb Foundation based
form for Capture OnTheGo.
l Event Registration. The Event Registration Template is a generic registration form
asking for name, phone, email, etc.
l
Event Feedback. The Event Feedback Template is a questionnaire containing
different questions used to rate an experience.
l
Membership Application. The Membership Application Template is a signed
generic request form that can be used for memberships such as gyms, clubs, etc.
l
Patient Intake. The Patient Intake Template is a generic medical questionnaire that
could potentially be used as a base for insurance or clinic form.
l
Kitchen Sink. The Kitchen Sink Template includes a wide range of basic form and
COTG form elements demonstrating various possibilities of the software.
l
Time Sheet. The Time Sheet Template is a single page application used to add
time entries to a list. This template demonstrates the dynamic addition of lines within
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