2018.1

Table Of Contents
Note
The Create Preview PDF plugin cannot parse Workflow automation variables.
Instead it uses the default values set up in the Preprocessor of the data mapping
configuration.
To work around this issue you could either convert the posted data file into JSON,
add the variables and use the JSON string option in the Create Preview PDF
plugin, or you could add the variables to the data file and let the data mapping
configuration extract them.
Another alternative would be to use the "All In One" on page450 task.
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JSON string sets the data source to a JSON string (see "Using JSON" on the facing
page). 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 calls to the lookup
function (see "JSON string samples" on the facing page).
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.
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