Menus
The following menu items are shown in the Designer menu:
File Menu
- New...: Opens the New (Select a Wizard) dialog. You can choose from the Email, Print or Web Template Wizards. See Templates.
- Open: Opens a standard
File Open dialog. This dialog can be used to open Templates
and Data Mapping Configurations. See Templates and Data mapping configurations.
- Open Recent: List the most
recently opened Templates and configurations. Clicking on a template
will open it in the Designer module,
clicking on a Data Mapping Configuration will open it in the
module.
- Close: Close the currently active
Data mapping configuration or Template. If the file
needs to be saved, the appropriate Save dialog will open.
- Close All: Close any
open Data Mapping Configuration or template. If any
of the files needs to be saved, the Save Resources dialog opens.
- Close Others: Close all
Data mapping configuration and templates except the one that is currently active in the workspace.
- Save: Saves the current
Data mapping configuration or Template to its current
location on disk. If the file has never been saved, the Save As dialog
appears instead.
- Save All: Saves all open files. If any of the
open files have never been saved, the Save As dialog opens for each
new unsaved file.
- Save As...: Saves the current file to a new location
on disk.
- Revert: Appears
only in the Designer module. Reverts all changes to
the state in which the file was opened or created.
- Add Data: Adds data
either to the current data mapping configuration or
to the open template. See Loading data .
- From File Data Source...: Opens the dialog to add a new
data file to the
currently loaded data mapping configuration. Not available if
the currently loaded data mapping configuration connects to a
database source.
- From Database Data Source...: Opens the Edit Database
Configuration dialog.
Not available if the currently loaded data mapping configuration
is file-based.
- Generate Counters:
Opens the Generate
Counter Wizard to create a custom counter as a data source.
- Send
to Workflow...: Opens the Send to Workflow/Files dialog to send files to a local Workflow software installation.
- Print: Opens the Print Options dialog.
- Print Presets: Selecting this option allows you to create or modify Printing Presets, which can be saved and used in print runs thereafter.
- Proof Print: Opens the Print Options dialog as a Proof
Print dialog which limits the number of records output. The options
themselves are identical to the regular Print Output dialog.
- Send Email: Opens the Send Email dialog; see Generating Email output.
- Send Test Email: Click
to open the Send Test Email dialog.
- Send
COTG Test: Click to open the Send COTG Test dialog,
to send the current Web to the Capture OnTheGo Application.
- Exit: Closes the software. If any of the files
needs to be saved, the Save Resources
dialog opens.
Edit Menu
- Undo <action>: Undoes the previous action
that was done.
- Redo <action>: Redoes an action that
was previously undone.
- Cut: Cuts the currently selected text, object
or element and puts it on the clipboard.
- Copy: Copies the the currently selected
text, object or element to the clipboard.
- Copy to : Creates a new snippet from the
selected text, object or element.
- Paste: Takes the current clipboard content and
pastes it at the pointer location.
- Delete Browser Element:
Removes the currently selected element in the workspace.
- Find/Replace: Only active while inside the Workspace.
Opens the Find/Replace dialog.
- Stylesheets...: Open the
Style sheets dialog. See Styling and formatting and Styling templates with CSS files.
- Colors...: Opens the Colors Editor dialog. See Colors.
- Fonts...: opens the Fonts Manager. See Fonts.
- Locale...: Opens the Locale Settings dialog. See Locale.
- Color Settings...: Opens
the Color Settings dialog. See Colors.
Insert Menu
- Image: Inserts an image using a resource that is local to the template, a resource on disk or a URL. See Images.
- Text:
- Wrap in span: Wraps selected
text in a <span> element. The ID or class of the
span can be used as a for scripts and styles.
- Special Characters: Displays
a categorized list of special HTML characters that can be inserted
at the current pointer location. When a character is clicked, its
HTML Entity is inserted. This includes:
- Symbols: Use the list
to insert a special symbol such as Copyright, Trademark, or Ellipsis.
- Markers: Use the list
to insert pagination markers that are replaced with specific page
numbering:
- Page Number: This
marker is replaced by the current page number in the document.
Even if the page number is not used on certain pages, those
page are still added to the page count.
- Page Count: This
marker is replaced by the total number of pages in the document,
including pages with no contents.
- Content Page Number:
This marker is replaced by the current page number (with contents)
in the document.
- Content Page Count:
This marker is replaced by the total number of pages that
have contents in them, in the document. A page with
contents is a page that is part of a
that has variable data on it. A page with a but
no contents (set in the Sheet Configuration tab of the Print Section Properties)
is not included in the Content Page Count.
- Sheet Number: This
marker is replaced by the current sheet number (physical piece
of paper with two sides, or pages) in the document. This is
equivalent to half the page number, for example if there are
10 pages, there will be 5 sheets.
- Sheet Count: This
marker is replaced by the total number of sheets in the document,
whether or not they have contents.
- Dashes and Spaces:
Use the list to insert special dashes, such as an em-dash, and
spaces, such as non-breaking spaces or an en-space. (The HTML code inserted for the dash or space is visible on the Source tab of the workspace.)
- Arrows: Use the list
to insert directional arrows (in one of four directions).
- Geometric Shapes: Use
the list to insert a special geometric shape, such as circles,
triangles and squares.
- Date: Click to open the
Date dialog to add a date to
the template based on the current system's date and time.
- Wrap in box: Puts the element in which the cursor is located in an inline box (a <div>).
- Table:
- Thead, tbody, tfoot: Insert a header, body or footer (if not already present) in the current table.
- Standard: Inserts a table with a specific
number of columns and rows through the Standard Table Wizard; see Table.
- Dynamic: Inserts a dynamic table where the
number of rows is determined by a Details table, through the Dynamic Table Wizard; see Dynamic table.
- Table Elements:
- Insert
Row Above: Inserts a row above the current one. The row
configuration, such as merged cells and cell styles, is duplicated,
but contents is not.
- Insert
Row Below: Inserts a row below the current one. The row
configuration, such as merged cells and cell styles, is duplicated,
but contents is not.
- Insert
Column Before: Inserts a column to the left of the current
one. The column configuration, such as merged cells and cell styles, is duplicated, but contents is not.
- Insert
Column After: Inserts a column to the right of the current
one. The column configuration, such as merged cells and cell styles,
is duplicated, but contents is not.
- Common Elements:
- Paragraph...: Click
to open a dialog to add a <p> element; see Text and special characters.
- H1 through H6...: Click
to open a dialog to add a <h1> to <h6> element; see Text and special characters.
- Address...: Click to
open a dialog to add an <address>
element.
- Preformatted...: Click
to open a dialog to add a <pre>
element.
- Structural Elements:
- Div...: Click to open
a dialog to add a <div> element; see Boxes
- Span...: Click
to open a dialog to add a <span> element; see Boxes
- Article...: Click
to open a dialog to add an <article> element
- Section...: Click
to open a dialog to add a <section>
element (the HTML element, not a section in a context).
- Header...: Click
to open a dialog to add a <header>
element.
- Footer...: Click
to open a dialog to add a <footer>
element.
- Nav...: Click
to open a dialog to add a <nav>
element.
- Aside...: Click
to open a dialog to add an <aside>
element.
- Form
Elements (see Form Elements)
- Form...: Click
to open a dialog to add a Form Element; see Forms.
- Fieldset...: Click
to open a dialog to add a Fieldset Element; see Fieldset.
- Text Field...: Click
to open a dialog to add a Text Field; see Text.
- Email Field...: Click
to open a dialog to add an Email Field; see Email.
- URL Field...: Click
to open a dialog to add a URL Field; see URL.
- Password Field...: Click
to open a dialog to add a Password Field; see Password.
- Text Area...: Click
to open a dialog to add a Text Area; see Text area.
- Date Field...: Click
to open a dialog to add a Date Field; see Date.
- Number Field...: Click
to open a dialog to add a Number Field; see Number.
- Hidden Field...: Click
to open a dialog to add a Hidden Field; see Hidden field.
- Label...: Click
to open a dialog to add a Label; see Label.
- Checkbox Field...: Click
to open a dialog to add a Checkbox; see Checkbox.
- Radio Button...: Click
to open a dialog to add a Radio Button; see Radio Button.
- Select Field...: Click
to open a dialog to add a Select (drop-down); see Select.
- Button...: Click
to open a dialog to add a Button; see Button.
- Help text: Click to open a dialog to insert a paragraph (<p>) for help text.
- COTG
Form Elements (see )
- Signature...: Click
to open a dialog to add a Signature
Element, see .
- Date...: Click to open
a dialog to add a Date Element, see .
- Date Formatted...:
Click to open a dialog to add a Formatted
Date Element, see .
- Time...: Click to open
a dialog to add a Time Element, see .
- Time Formatted...:
Click to open a dialog to add a Formatted
Time Element, see .
- Geolocation...: Click
to open a dialog to add a Geolocation
Element, see .
- Locale...: Click to
open a dialog to add a Locale Element, see .
- Camera...: Click to
open a dialog to add a Camera Element, see .
- Image and annotation: Click to open a dialog to add an image that can be annotated by the user; see .
- Barcode Scanner...:
Click to open a dialog to add a Barcode
Scanner Element, see .
- User Account...: Click
to open a dialog to add a User
Account Element, see .
- Device Info...: Click
to open a dialog to add a Device
Info Element, see .
- Form
Wizard: Click to open the Form Wizard to add a form to a Web context; see Forms
- Validation
Wizard: Click to open the Validation Settings dialog to change the validation settings on the currently
selecting tools; see Changing a Form's validation method
- Business Graphic: Displays
a list of available business graphic object to be inserted:
- Insert Pie Chart: Click to
insert a new Pie Chart and open the Pie Chart script dialog.
- Insert Bar Chart: Click to
insert a new Bar Chart and open the Bar Chart script dialog.
- Insert Line Chart: Click to
insert a new Line Chart and open the Line Chart script dialog.
- Barcode: Displays a list
of available barcodes. Click on one to insert it in the page. See Barcode.
Format Menu
- Size: When text is selected, choose a predefined
or custom font size in this submenu to change the size of the selected
text.
- Other...: Opens the Text Formatting dialog for advanced style selection; see Styling text and paragraphs.
- 7pt - 72pt: Sets the size of the selected
text to the chosen font size.
- Style: When text is selected,
sets the text style by applying or removing the following attributes:
Plain, Bold, Italic, Underline, Strikethrough, Subscript, Superscript,
Capitalize, Uppercase, Lowercase, Small-caps. This is the same as
opening the Text Formatting dialog (Format > Text) and checking the appropriate style. See Styling text and paragraphs.
- Color: When text is selected,
sets the text color by applying the color attribute to the text. The
color submenu lists all the colors in the Colors
Editor.
- Text...: Opens the Text
Formatting dialog to modify the current text selection. See Styling text and paragraphs.
- Align: When an element
is selected, determines how its contents is aligned inside the element. Options are
Align Left, Align Right, Align Center and Justify.
- Paragraph...: Opens the Paragraph Formatting dialog to modify the paragraph where the cursor is located. See Styling text and paragraphs.
- Paragraph Format: Displays
a list of generic element types that can be used for a text element.
Selecting one of them converts the element where the cursor is located
into the appropriate element (for example <p> for Paragraph,
<h3> for Heading 3, etc).
- Float
- Left: Floats the current element to the left. This is equivalent to setting the CSS
float property to left.
- Right: Floats the current element to the right. This is equivalent to setting the CSS
float property to right.
- None: Removes any float style applied to the currently selected element.
- Box...: Opens the Box Formatting dialog to modify the box where the cursor is located.
- Image...: Opens the Image Formatting dialog to modify the image that is currently selected.
- Table...: Opens the Table Formatting dialog to modify the table in which the cursor is located.
If the cursor is within a table embedded within another, the innermost
table's formatting is the one modified.
- Table Cell...: Opens Table Cell Formatting dialog to modify the cell where the cursor is
located.
- Hyperlink
- Insert...: Creates a hyperlink
on the currently selected text or element and opens its properties; see Hyperlink and mailto link.
- Edit...: Opens the properties for the currently
selected hyperlink; see Hyperlink and mailto link.
- Remove: Removes the currently selected hyperlink.
The text or element that was the hyperlink is not removed.
Context Menu
- Add:
- Print Context: Click
to add a new Print context to the template if one does not exist.
- HTML Email Context:
Click to add a new Email context to the template if one does not
exist.
- Web
Page Context: Click to add a new Web context to the template
if one does not exist.
- Delete: Click to delete
the currently selected context. The last remaining context cannot
be deleted.
- Go to: Click to open the first section in the
selected context. This is the same as double-clicking on the first
section of any context in the Resource Pane.
- Properties: Click to open
the currently selected context's properties; see Context Properties dialog.
- Preview HTML: Click to
preview the currently open section in the default system browser to
preview it. This feature works in all contexts.
- Profile Scripts: Click
to open the Profile Scripts dialog
to test script performance (see Testing scripts).
- Preflight: Click to preflight
the document and open the Preflight dialog. Preflight verifies the
template for common errors (see Testing scripts).
Section Menu
- Add: Click to create a
new section to the currently selected context.
- Delete: Click to delete
the currently selected section.
- Arrange: Click to open
the Arrange Sections dialog.
- Go to: Click to list the
sections in the currently selected context and open one by clicking
it.
- Properties...: Click to
open the appropriate section properties: Email , Print or Web. See Section properties dialogs.
- Includes...: Click to open
the Section Includes dialog.
- Finishing... (Print Sections
only): Click to open the Finishing tab in the Print Section Properties.
- Sheet Configuration...
(Print Sections Only): Click to open the Sheet Configuration dialog.
- Master Pages: Click to
list the available Master Pages in the template, and open one by clicking
it (see Master Pages).
- Master Page Properties...:
Click to open the currently selected Master Page's properties dialog; see Master Pages.
View Menu
- 50/75/100/150/200%: Click
to zoom the Workspace at the selected
level.
- Source View: Click to show the HTML source for the template, including
CSS and HTML code.
- Design View: Click to show the template including all styles, text and images
as well as the placeholders used for variable data.
- Preview View: Click to show the template as it will output with the current
record, with the personalized content (see Personalizing Content).
- Show Edges: Click to show
or hide a colored border around elements on the page.
- Rulers: Click to show or
hide the rulers in the Workspace.
Rulers only appear for Print contexts.
- Margins and Guides: Click
to show or hide the margin lines and guides in the Workspace.
- Snap to Guides: Click to
enable or disable snapping to guides and to margins when moving objects.
- Virtual Stationery: Click
to enable or disable the visibility of the PDF Background image set
in the .
- Highlight Master Page Items:
Click to enable or disable a yellow border around Master Page items in
a section.
- Object Resizing:
Click to enable or disable the ability to resize <div> elements
on the page. See Editing preferences for more fine-tuned control.
Window Menu
- Show View>: Use the options
in this menu to show or hide different panes of the UI.
- Reset Perspective: Resets all toolbars and panes
to the initial configuration of the module.
- Preferences: Click to open
the Preferences dialog.
Help Menu
- Software Activation: Displays the Software Activation
dialog. See Activating a License.
- Help Topics: Click to open
the
help system in the default web browser.
- Contact Support: Click
to open the Objectif
Lune Contact Page in the default system web browser.
- About PReS Connect
Designer: Displays the software's About dialog.
- Welcome Screen: Click to
re-open the Welcome Screen.
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