Menus

The following menu items are shown in the DataMapper Module's menu:

File Menu

  • New...: Opens the dialog to create a new data mapping configuration; see Creating a new data mapping configuration.

  • 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.

  • Save a Copy: Save a copy of the current data mapping configuration in the selected Connect version's format. See Down-saving a data mapping configuration.

  • 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 the Send to Workflow dialog 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 Data Viewer 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/Reactivate Step: Click to set the step to be ignored (aka disabled) or to reactivate it. 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 Viewer, 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

Help Menu

  • Software Activation: Displays the Software Activation dialog. See Activating a 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.