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JSON string sets the data source to a JSON string (see "Working with JSON" on
page91). A text area is shown allowing the user to enter the JSON string.
The JSON string may contain local and global variables, Job Infos and data selections
(see "JSON string examples" on page92).
A single variable can be used, assuming that the respective variable contains a JSON
string.
In case the JSON string is not a valid JSON object, the plugin will error out with an explicit
message.
Note
This option requires that keys in the JSON string have matching field names in the
data model of the template. When they have, the JSON values are passed to the
template and the personalization scripts of the template will have access to the
values through the record's data fields. (See the Designer help: Adding Variable
Data).
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Metadata uses existing metadata, generally the output of a Create Record Set or a
Retrieve Items task set to retrieve a record.
Update fields with metadata: when this option is selected, the plugin will update fields in
the Connect database based on the metadata content. This is only useful if the Workflow
process has modified the metadata and the corresponding fields should be updated in the
database before creating the preview PDF.
Note
The Metadata option requires that entries in the metadata have matching field
names in the data model of the template. When they have, the values are passed to
the template and the personalization scripts of the template will have access to the
values through the record's data fields. (See the Designer help: Adding Variable
Data).
Content Creation tab
The Create Preview PDF plugin creates a preview PDF from a template selected on the
Content Creation tab, using the record that results from the data source selected on the
Datamapper tab. The record is then merged with the template to create a preview PDF.
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