I like how I can define an output preset to create individual PDF files by document metadata. Connect stores these in its filestore folder, but my end user would like me to output them to a specific network location and rename each file using values stored in my metadata. I know in the workflow I can simply process the CSV file that the output preset gives me and move each file and rename each one, but is this the best approach? Is there a way to just place the files where I want them and name each of them from within the output preset? I see {template} as a variable file name, but is there a way to name the file using other values?
In the future you’ll be able to use Workflow’s jobinfos and variables in Job and Output creation. Right now the best course is probably what you suggest, although you could also add some tasks before Output Creation to set the proper output preset file and use the Dynamic value in the output creation plugin.
There are a number of variables available for you to rename the template, where the current ${template} variable is located. You can see the list here:
One suggestion: Would it be possible in a future release to have Connect store the “filestore” folder path for the current job in the job level metadata and perhaps the filename at the document level when it gives back the CSV file? Having this path and the filenames handy would make this a bit easier. For now, I will need to script something to isolate the path from the filename in the CSV file that the output preset returns when using the separation option.
As far as I know these variables haven’t changed much since 1.3 and they should still all work. Take a look at the 1.5 version here: PlanetPress Connect 1.5 User Guide
If any of those are not functional, please open a tech support request so that it can be reported to the developers.