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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199.
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selectionofprinting
options,suchasbinding,OMRmarkingsandthelike.See"JobCreationPresetsWizard"onpage1069
and"OutputCreationPresetsWizard"onpage1084formoredetails.
Toopenthedialog,selectFile > Send to Workflow.Foranexplanationoftheoptionsinit,see"Send
toWorkflowdialog"onpage937.
SendingfilestoConnectServerortoanotherserver
WhenOLConnectpluginsinaWorkflowprocessneedtemplatesandotherconfigurationfiles,Work-
flowsendsthenecessaryresourcestotheConnectServer.TheSendfilestoServerdialogprovidesa
waytosendtemplates,datamappingconfigurationsandprintpresetstotheConnectServerdirectly,or
toanotherserver.ThisremovestheneedtouploadthemviatheRESTAPIinaRunScriptpluginin
Workflow,orviaatoollikethePostmanapp,incasetheOLConnectpluginsarenotusedorwhenyou
areusingadifferentautomationtoollikeNode-RED.
Toopenthedialog,selectFile > Send to Server.Foranexplanationoftheoptionsinit,seeSendto
Serverdialog.
Exportingatemplatereport
Atemplatereportcanbeusedforarchivingpurposesortoprovideinformationaboutthetemplateto
peoplewhodonothaveaccesstoConnect.SuchareportcanbeexportedinPDForXMLformat.By
defaultitcontainsasummaryofthetemplatewithanoverviewofallthesettingsandresourcesthatare
usedinthetemplate:media,masterpages,contexts,sections,images,scripts,runtimeparameters,
etc.Thefilepropertiesareincludedaswell(see"FilePropertiesdialog"onpage883).
ToopentheExportTemplateReportwizard,selectFile > Export Report.Foradescriptionofall
options,see"ExportTemplateReportwizard"onpage883.
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.
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