2019.1

Creating a custom template report
The Export Template Report wizard also offers the possibility to export custom template reports
(in PDF format only). A custom template report could contain another selection of information
and present that differently, e.g. with the logo of your company.
To create a custom template report, you need two files: A template design with the desired
layout and variable data. This .OL-template file has to be made in the Designer. A data
mapping configuration provides the variable data. You could use the data mapping
configuration made for the standard template report, or create another one in the DataMapper
module, using the standard XML template report as data sample.The DataMapper is included
only in PlanetPress Connect and PreS Connect. Data mapping configurations have the
extension .OL-datamapper. The following zip file contains both the template and data mapping
configuration that are used to generate the standard template report:
http://help.objectiflune.com/en/archive/report-template.zip.
Generating output from the Designer
Output can be generated directly from the Designeror through Workflow; see "Generating Print
output" on page1330, "Generating Email output" on page1350and "Generating Web output"
on page1359.
To test a template first, select Context > Preflight. Preflights execute the template without
actually producing output and it displays any issues once it's done (see also: "Testing scripts"
on page807).
Sending files to Workflow
Workflow can generate output from a template in automated processes. For this, the template
has to be sent to Workflow. Alternatively you may create a Package file (see "Creating package
files" on the facing page) and import that into Workflow.
The Send to Workflow dialog sends templates, data mapping configurations and Print Presets
to the Workflow server.
A data mapping configuration file contains the information necessary for data mapping: the
settings to read the source file (Delimiter and Boundary settings), the data mapping workflow
with its extraction instructions ('Steps'), the Data Model and any imported data samples. For
more information see "Data mapping configurations" on page211.
Print Presets make it possible to do such things as filtering and sorting records, grouping
documents and splitting the print jobs into smaller print jobs, as well as the more standard
Page 439