New dialog

The New dialog lets you create a new OL Connect project, data mapping configuration or template.

To open this dialog, select File > New from the menu or click the New toolbar button.

Options for this dialog:

• Data Mapping Configurations: Lets you create a new data mapping configuration for a database or data file.

  • Databases: Select the database type and click Next. For the options on the next page, see Using the wizard for databases.

  • Files: Select the file type and click Next. Then select the file itself and click Finish. After opening the file, you have to make settings for the input data (see Data source settings) to make sure that the source data is parsed correctly and divided into logical units of data the way you want. Then you can start building the data extraction workflow.

• Data mapping Wizards: Lets you create a new data mapping configuration with a wizard. See With a wizard.

• Sample Projects: Lists all Sample Projects. A Sample Project generates a Connect solution consisting of a Workflow configuration as well as any templates, data mapping configurations, and Print Presets that are used in that configuration.

• Templates: Lists all types of templates that you can create with a wizard. See Templates.

  • Email Template: This starts the Basic Action Email wizard; see Creating an Email template with a Wizard.

  • PDF-based Print Template: The PDF-based Print template wizard creates a document from an existing PDF file; see PDF-based Print template.

  • Print Template: This starts the Formal Letter Print wizard; see Creating a Print template with a Wizard.

  • Web Page Template: This starts the most basic Web Page wizard; see Creating a Web template with a Wizard.

  • Word-based Print Template: This starts the Microsoft Word-based Print wizard; see Creating a Print template with a Wizard.

  • Banded Email Templates: The contents of the email templates that these wizards create extend to the edge of the window in which it is read. See Basic Email and Banded Email.

  • Basic Email Templates: The contents of the email templates that these wizards create extend to the email's margin. See Basic Email and Banded Email.

  • Basic Print Templates: From this folder you can run the Formal Letter or Postcard Print wizard; see Creating a Print template with a Wizard.

  • Capture OnTheGo Starter Templates: COTG templates are used to generate forms for the Capture OnTheGo mobile application. See Capture OnTheGo template wizards.

  • ERP Templates: ERP template wizards are used to create business documents, such as a sales invoice, purchase order, collection letter, etc.. See ERP templates.

  • Foundation Web Page Starter Templates: These template wizards create Web templates that make use of the Zurb Foundation front-end framework. See Creating a Web template with a Wizard.

  • Slate: Responsive Email Templates by Litmus: These template wizards create responsive HTML email templates. See Slate: Responsive Email Templates by Litmus.

  Note: When you create a new project you are prompted to specify a folder for the sample project. You may also be required to enter your email address to which will be used to identify your changes in the project history.