Job Creation Presets

The File>Print Presets>Job Creation Settings ... dialog displays a list of available presets and a summary of their settings. This dialog can be used to create new Presets or to edit and update existing Presets. Presets, however, cannot be deleted or renamed from within this dialog. That must be done manually.

The Presets are all stored as individual files, using the Preset name and a "OL-jobpreset" file extension.

The Presets can be found in the following folder: C:\Users\[UserName]\Connect\workspace\configurations\JobCreationConfig
Where [UserName] needs to be replaced with your own Windows User Name.

Once saved, Job Presets can be loaded in the Print Wizard, to have the Print Wizard use the selected Job values.

The Job Creation Wizard requires an active Template and associated data.

Dialog Interface

  • Data Mapping Configuration: Use the drop-down to select which data mapping configuration this job creation preset will be based on. The data mapping configuration's model is used for field names in sorting, etc.
  • Configuration Name: Use the drop-down to select the presets saved in the default location Click the Gear icon for more options:
    • Click the Reload option to look for new presets.
    • Click the Import Configuration... option to import one or more Job Presets using a Browse dialog.
  • Properties: Displays a summary of the settings for this Job Creation Preset.
    • Has Custom Job Creation Options: Indicates if any job creation settings have been added. Becomes Yes if any setting in any of the below windows have been added:
  • Options: These options are checked, or not, depending on the selected preset chosen in the Configuration name.
    • Use Grouping: Check to configure grouping of output into jobs, job segments or document sets. See Grouping options.
    • Apply filtering and sorting to record selection: Check to activate the Data filtering options (to filter out certain records) and Sorting options (to sort the remaining records) pages of the wizard.
    • Include Metadata (only available for PDF output): Check to add meta data to the output. This can be done at Job, Job Segment, Document, Document Set and Page level. See Metadata options.
    • Override Finishing Options:   Check to configure custom Finishing options, such as binding.
  • Next: Click to go to the next page of the Job Creation Wizard, Data filtering options.
  • Finish: At any point during the wizard, click to save the current configurations, whatever page you are on.
  • Cancel: At any point during the wizard, click to exit the wizard without saving changes.