2022.1

l
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.
Select the appropriate template or option:
l
%o: Select to use a dynamic template name. Click on %o to change the expression that
determines the name of the template to use.
l
A template name: Select the appropriate template name from the list. Adding templates
to this list is done from the Send to Workflow option in the Designer module.
A preview will be displayed of the output generated by the Print context of the selected
template. (Not available for a dynamic template name).
If on the Datamapper tab, the source has been set to Metadata or JSON, the following option is
also available.
Runtime Parameters: The runtime parameters defined in the selected template are
displayed and their values can be set here. (See Runtime parameters in the Online Help
of OL Connect.)
Right-click the field to open the contextual menu that allows to select variables, data and
Page 568