Toolbars

This topic lists the buttons that are available in the top toolbar of the Designer module.
For a description of the buttons at the top of the Workspace, see Workspace.

File manipulation

• New: Displays the New Wizard where a new data mapping configuration or a new template can be created.
• Open: Displays the Open dialog to open an existing template.
• Save: Saves the current template. If the template has never been saved, the Save As... dialog is displayed.
• Print: Opens the Print Output dialog.
• Proof Print: Opens the Print options dialog as a "Proof Print" which limits the number of records output. The options themselves are identical to the regular Print Output dialog.

Output

• Send Email: Opens the Send Email dialog; see Send (Test) Email.
• Send Test Email: Opens the Send Test Email dialog; see Send (Test) Email.
• Preview HTML: Opens the current template's Preview in the system default browser. Useful for testing scripts and HTML output.
• Send to Workflow: Opens the Send to Workflow dialog to send files to a local Workflow software installation.
• Send to Connect Server: Opens the Send to Connect Server dialog to send files to a Connect Server.
• Send COTG Test: Click to open the Send COTG Test dialog, to send the current Web Context to the Capture OnTheGo Application. See this how-to: Testing a COTG template.
• Get Job Data File on submit: Click to enable/disable. When enabled, the Job Data File will be returned to Connect Designer directly after a COTG Form has been submitted (see also: Using COTG data in a template).
• Add Dummy Data: Populate empty form fields with dummy data. See Testing a Capture OnTheGo Template.

Forms

• Insert Form: Inserts a <form> element.
• Insert Fieldset: Insert a <fieldset> element.
• Insert Text Field: Inserts a <input type="text" /> element. A drop-down is available to insert other fields, such as a URL, Password etc.
• Insert Text Area Field: Inserts a <textarea> element.
• Insert Label: Inserts a <label> element.
• Insert Checkbox: Inserts a <input type="checkbox"> element.
• Insert Radio Button: Inserts a <input type="radio"> element.
• Insert Select Field: Inserts a <select> element and add multiple possible options to it.
• Insert Button: Inserts a <button type="submit"> element at the current cursor location.

Pagination (Print Context only)

• Page Number: Inserts a placeholder for the current page number
• Page Count: Inserts a placeholder for the total number of pages in the current section.

Guides

• Insert Horizontal Guide: Click to insert a new horizontal guide; see How to position elements.
• Insert Vertical Guide: Click to insert a new horizontal guide; see How to position elements.

Form Wizard

• Form Wizard: Click to open the Form Wizard to add a form to a Web Context. See Forms and Form Elements.
• Validation Settings: Click to open the Validation settings dialog to change the validation settings on the currently selecting tools. See Forms.

Table manipulation

• Insert Standard Table...: Inserts a table with a specific number of columns and rows through the Table Wizard.
• Insert Dynamic Table...: Inserts a Dynamic Table where the number of rows is determined by a detail table in the data, through the Dynamic Table Wizard.
• Select
  • Select Table: Selects the table where the cursor is located. If the cursor is within a table embedded within another, the innermost table is the one selected.
  • Select Row: Selects the innermost row where the cursor is located.
  • Select Cell: Selects the innermost cell where the cursor is located.
• Delete
  • Delete Table: Deletes the innermost table where the cursor is located.
  • Delete Row: Deletes the innermost row where the cursor is located.
  • Delete Column: Deletes the innermost cell where the cursor is located.
• Insert
  • 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.

Objects

• Insert Image...: Inserts an Image using a resource that is local to the template, at the current location of the pointer and opens its properties. See Images.
• Insert Barcode: Displays a list of available barcodes. Click on one to insert it on the page. See Barcode.
• Insert Pie Chart: Click to insert a new Pie Chart object and open the Chart Script wizard.
• Insert Bar Chart: Click to insert a new Bar Chart object and open the Chart Script wizard.
• Insert Line Chart: Click to insert a new Line Chart object and open the Chart Script wizard.

Hyperlinks

• Insert Hyperlink...: Creates a Hyperlink or mailto link on the currently selected text or element and opens its properties. See Hyperlink and mailto link.
• Remove Hyperlink: Removes the currently selected hyperlink. The text or element that was the hyperlink is not removed.

Boxes

• Insert Positioned Box: Inserts an absolute-positioned box on the page, which can be moved around freely.
• Insert Inline Box: Inserts an inline box that is set to float to the left, at the position of the cursor.
• Wrap in Box: Takes the current selection and wraps it inside a new box.
• Float Left: Floats the current element to the left using a float:left style.
• No Float: Removes any float style applied to the currently selected element.
• Float Right: Floats the current element to the right using a float:right style.
• Rotate Counter Clockwise: Rotates the currently selected box 90° counter-clockwise.
• Rotate Clockwise: Rotates the currently selected box 90° counter-clockwise.

Align Objects

• Top: Aligns the top side of the selected objects with the top edge of the last selected object.
• Middle: Aligns the middle of the selected objects with the middle of the last selected object. Objects may move up or down.
• Bottom: Aligns the bottom side of the selected objects with the bottom edge of the last selected object.
• Left: Aligns the left side of the selected objects with the left edge of the last selected object.
• Center: Aligns the center of the selected objects with the vertical center of the last selected object. Objects may move to the left or to the right.
• Right: Aligns the right side of the selected objects with the right edge of the last selected object.

Styles

• Element Type: Displays the element type of the selected element and drops down to show other element types in which it can be changed.
• Style: Displays the style of the selected element and drops down to show other available styles which can be applied to it.
• Font Face: Displays the font face of the selected text or element where the cursor is located and drops down to show other available font faces which can be applied to it.
  Fonts added to the Fonts folder of the Resources pane are shown automatically in the Fonts drop-down.
• Font Size: Displays the font size of the selected text or element where the cursor is located and drops down to show other available sizes which can be applied to it.
• Font Color: When text is selected, click to apply the shown color to the selected text, or use the drop-down to change the color and apply it.

Alignment

• Align Left: Aligns the currently selected element to the left.
• Align Center: Aligns the currently selected element to the center.
• Align Right: Aligns the currently selected element to the right.
• Justify: Aligns the currently selected element to stretch text lines to fill all available width.

Text editing

• Bold: Makes the currently selected text bold.
• Italic: Makes the currently selected text italic.
• Underline: Makes the currently selected text underline.
• Strikethrough: Makes the currently selected text strikethrough.
• Create Numbered List: Makes the selected text element a numbered list (<ol>). If multiple paragraphs are selected, each becomes a list item (<li class="Bullet">).
• Create Bulleted List: Makes the selected text element a bullet list (<ul>). If multiple paragraphs are selected, each becomes a list item (<li class="Bullet">).
• Indent: Increases indentation of the selected text element. If the element is a paragraph, it is wrapped in a <blockquote> element. If it is a list item, it is moved to a child level, creating a new list if necessary.
• Outdent: Decreases indentation of the selected text element. If the element is wrapped in a blockquote element, one blockquote is removed. If the element is a list item, it is removed from one surrounding list.
• Superscript: Makes the currently selected text a ^superscript.
• Subscript: Makes the currently selected text a _subscript.
• Remove Formatting: Remove any and all styles, text decorations and other formatting from the selected text. Indentation is not affected.

Miscellaneous

• Insert Lorem Ipsum: Inserts a paragraph of generic lorem ipsum text, useful for placeholder or template design.
• Show Edges: Shows a colored border around elements on the page and the type of element that is highlighted.
• Welcome Screen: Click to re-open the Welcome Screen.