Menus
The following menu items are shown in the Module's menu:
File Menu
- New...: Opens the Creating
a New Data Mapping Configuration 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 is a data mapping configuration and has never been
saved, the Save As dialog appears instead.
- Save As...: Saves the current
data mapping configuration or Template to a new location on disk.
In the case of Templates, it is saved to a location that can be different
than the local repository.
- 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. In data mapping configuration
- 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.
- Send to Workflow: Opens theSend
to Workflow dialog to send files to a local PReS
Workflow software installation.
- Exit: Closes the software. If any of the files need to be saved, the Save Resources dialog opens.
Edit Menu
- Undo: Undoes the previous
action.
- Redo: Redoes the last action
that was undone.
- Cut Step: Removes the currently
selected step and places it in the clipboard. If the step is a Repeat
or a Condition, all steps under it are also placed in the clipboard.
If there is already a step in the clipboard, it will be overwritten.
- Copy Step: Places a copy
of the currently selected step in the clipboard. The same details
as the Cut step applies.
- Paste Step: Takes the step
or steps in the clipboard and places them in the Steps after the
currently selected step.
- Delete Step: Deletes the
currently selected step. If the step is a Repeat or Condition, all
steps under it are also deleted.
- Cut: Click to remove the
currently selected step, or steps, and place them in the clipboard.
- Copy: Click to place a
copy of the currently selected step, or steps, in the clipboard.
- Paste: Click to place any
step, or steps, from the clipboard before the currently selected step
in the Steps Pane.
Data Menu
- Hide/Show datamap: Click
to show or hide the icons to the left of the that displays
how the steps affect the line.
- Hide/Show extracted data:
Click to show or hide the extraction selections indicating that data
is extracted. This simplifies making data selections in the same areas
and is useful to display the original data.
- Validate All Records:
Runs the Steps on all records and verifies that no errors are
present in any of the records. Errors are displayed in the Messages Pane.
Steps
- Ignore Step: Click to set
the step to be ignored (aka disabled). Disabled steps do not run when
in DataMapper and do not execute when the data mapping configuration
is executed in Workflow. However, they can still be modified normally.
- Add Extract
Step: Adds an Extract Step with one or more extract fields.
If more than one line or field is selected in the Data , each
line or field will have an extract field.
- Add Goto
Step: Adds a Goto step that moves the selection pointer
to the beginning of the data selection. For instance if an XML node
is selected, the pointer moves to where that node is located.
- Add Condition
Step: Adds a condition based on the current data selection.
The "True" branch gets run when the text is found on the
page. Other conditions are available in the step properties once it
has been added.
- Add Repeat
Step: Adds a loop that is based on the current data selection,
and depending on the type of data. XML data will loop on the
currently selected node, CSV loops for all rows in the record. In
Text and PDF data, if the data selection is on the same line as the
cursor position, the loop will be for each line until the end of the
record. If the data selection is on a lower line, the loop will be
for each line until the text in the data selection is found at the
specified position on the line (e.g. until "TOTAL" is found).
- Add Extract Field: Adds
the data selection to the selected Extract
step, if an extract step is currently selected. If multiple lines,
nodes or fields are selected, multiple extract fields are added simultaneously.
- Add Multiple Conditions: Adds a condition that splits into multiple case conditions.
- Add Action
Step: Adds a step to run one or more specific actions such
as running a JavaScript expression or setting the value of a Source
Record Property.
View Menu
Window Menu
- Show View
- 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
your license.
- Help Topics: Click to open this documentation.
- 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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