PlanetPress® Connect User Guide
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Menus

The following menu items are shown in the Designer menu:

File Menu

  • New... : Opens the Creating a new Template dialog.
  • Open: Opens a standard File Open dialog. This dialog can be used to open 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 DataMapper module.
  • Close: Close the currently open 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 need to be saved, the Save Resources dialog opens.
  • 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 As...: Saves the current file to a new location on disk.
  • 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.
  • 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.
    • From File...: 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...: 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 dialog to send files to a local Workflow software installation.
  • Print: Opens the Print Output dialog.
  • Print Presets (appears in print context only)
  • Proof Print: Opens the Print Output dialog as a "Proof Print" which limits the number of records output. The options themselves are identical to the regular Print Output dialog.
  • Send Email: Opens the Email Output dialog.
  • 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 Context to the Capture OnTheGo Application.
  • Exit: Closes the software. If any of the files need 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 places it in the clipboard.
  • Copy: Places a copy of the currently selected text, object or element in the clipboard.
  • Copy to snippet: 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 Stylesheet Editor dialog.
  • Colors...: Opens the Colors Editor dialog.
  • Locales...: Opens the Locale Settings dialog.
  • Color Settings...: Opens the Color Settings dialog.

Insert Menu

  • Image
    • From file...: Inserts an Image Object using a resource that is local to the template, at the current location of the pointer and opens its properties.
    • From address...: Inserts an Image Object using a URL instead of a resource, at the current location of the pointer and opens its properties.
  • Text:
    • Wrap in span: When text is selected, wraps that text in <span> element. This span can be used for selections, conditions, styling, etc.
  • 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 section that has variable data on it. A page with a Master Page 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 en-space).
    • 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 Insert Date dialog to add a date to the template based on the current system's date and time.
  • Table
    • Standard: Inserts a table with a specific number of columns and rows through the Standard Table wizard.
    • Dynamic: Inserts a dynamic table where the number of rows is determined by a Details table, through the Dynamic Table wizard.
  • Table Elements:
    • Insert Row Above: Inserts a row above the current one. The row configuration, such as merged cells and cell styles, are 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, are 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, are 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, are duplicated, but contents is not.
  • Common Elements:
  • Structural Elements:
  • Form Elements:
    • Form...: Click to open a dialog to add a Form Element
    • Fieldset...: Click to open a dialog to add a Fieldset Element
    • Text Field...: Click to open a dialog to add a Text Field.
    • Email Field...: Click to open a dialog to add an Email Field.
    • URL Field...: Click to open a dialog to add a URL Field.
    • Password Field...: Click to open a dialog to add a Password Field.
    • Number Field...: Click to open a dialog to add a Number Field.
    • Date Field...: Click to open a dialog to add a Date Field.
    • Text Area...: Click to open a dialog to add a Text Area.
    • Hidden Field...: Click to open a dialog to add a Hidden Field.
    • Label...: Click to open a dialog to add a Label.
    • Checkbox Field...: Click to open a dialog to add a Checkbox.
    • Radio Button...: Click to open a dialog to add a Radio Button.
    • Select Field...: Click to open a dialog to add a Select (Dropdown).
    • Button...: Click to open a dialog to add a Button.
  • COTG Form Elements:
  • Form Wizard: Click to open the Form Builder dialog to add a form to a Web Context.
  • Validation Wizard: Click to open the Validation Settings dialog to change the validation settings on the currently selecting tools.
  • Business Graphics: Displays a list of available business graphic object to be inserted:
  • Barcode: Displays a list of available barcodes. Click on one to insert it on the page. The Text Wizard is opened for the barcode data.

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.
    • 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 Formating dialog and checking the appropriate style.
  • 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.
  • Align: When an element is selected, determine how its contents is aligned in the element: Align Left, Align Right, Align Center and Justify.
  • Paragraph...: Opens the Paragraph Formatting to modify the paragraph where the cursor is located.
  • 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 using a float:left style.
    • Right: Floats the current element to the right using a float:right style.
    • 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 where 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 the 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.
    • Edit...: Opens the properties for the currently selected Hyperlink.
    • 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. If only one context exists, it cannot be deleted.
  • Go to: Click to go to 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.
  • 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. The profiler runs automatically when it is open.
  • Preflight: Click to preflight the document and open the Preflight Dialog. Preflight verifies the template for common errors.

Section Menu

  • Add: Click to create a new section in 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: Print, Web or Email.
  • 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.
  • Master Pages: Click to list the available Master Pages in the template, and open one by clicking it.
  • Master Page Properties...: Click to open the currently selected Master Page's properties dialog.

View Menu

  • 50/75/100/150/200%: Click to zoom the Workspace at the selected level.
  • Show Edges: Click to show or hide a colored border around elements on the page and the type of element that is highlighted.
  • 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 Media.
  • Highlight Master Page Items: Click to enable or disable a yellow border indicating an element in the section resides in a Master Page.
  • 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

Help Menu

  • Software Activation: Displays the Software Activation dialog. See Activating your license.
  • Help Topics: Click to open the PlanetPress Connect 1.3.0 help system in the default web browser.
  • Contact Support: Click to open the Objectif Lune Contact Page in the default system Web browser.
  • About PlanetPress Connect Designer: Displays the software's About dialog.
  • Welcome Screen: Click to re-open the Welcome Screen.
 
 
 
 
 

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