2022.2

Table Of Contents
Note: The Create Preview PDF plugin cannot pass runtime parameters to a data mapping
configuration. Instead it uses the default values set up in the Preprocessor of the data map-
ping configuration.
To work around this issue, insert an Execute Data Mapping task (which does allow to spe-
cify runtime parameters) immediately before the Create Preview PDF plugin; configure it to
output JSON, and use the JSON string option in the Create Preview PDF plugin.
Other possibilities are to use the "All In One" on page495 task, or to include the variables
in the data file and let the data mapping configuration extract them.
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JSON string sets the data source to a JSON string (see "Working with JSON" on page77). 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78).
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 mes-
sage.
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.
Select the appropriate template or option:
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