How can I setup output print sort by field in Datamapper?

How can I setup in so that PDF and metadata output will give me four different output? For example I have a field call BRAND in datamaper and file name spoc. There are four BRAND: Cereal, Milk, Cookies, and Candy. I want everytime I dropped a file to output PDF and MD. The output should be name according the brand:spocCereal, spocMilk,spocCookies, and Candy.

Hi katie004,

I would suggest you to do this in the Workflow. You can sort by BRAND or use a metadata filter in order to create the 4 BRAND outputs.

This would be better regarding performance than creating PDFs one by one and concatenate the output.

Regards

Alternatively to the above suggestions you can use the job and output presets to sort, split and dynamically named your output:

Step 1: Job Preset Creation

  • Go to File > Print Presets > Job Creation Settings… and select the Use Grouping and Include meta data options and click Next
  • Add the field BRAND the Document Set Grouping level
  • Setup any other job option you need here before saving

Set 2: Output Preset Creation

  • Go to File > Print Presets > Output Creation Settings… and select:
    • Directory in the Output Options. If the output mask, change the name of the output file to ${set.metadata.BRAND}. ${template.ext} where ${template.ext} defines the extension automatically (.pdf, .ps, etc). Then specify the output folder.
    • Check the Separation option and click Next
  • Change the Separation Settings drop-down to the Document Set level
  • Setup any other output option you need here before saving
  • Once you are done configuring the print presets, send them to Workflow from File > Send to Workflow and send them along with the template and data mapper configuration file. The job and output presets will then allow you to group and split your documents by BRAND and each set will be named with the appropriate brand name.

Step 3: The Workflow process

  • In the Workflow, use
    • Folder input or any other appropriate input plugin to get your data file
    • Then use the All in One Connect plugin and configure the Data Mapper and Content Creation tabs only. Do not specify an output preset in the All in One plugin. Instead set Output Creation to None. This method allows content creation to start processing as soon as the first data mapper fields becomes available rather than waiting for the whole data mapper process to complete. So it is faster.
    • Next,add the Create Job plugin and select your job preset file created earlier
    • Next add the Create Output step and select the output preset file. In the General tab of this plugin, under the Output Management section, check “As defined by Output preset
    • Finally, end your process with the Delete output plugin

This is the error. "expression’set.metadata.BRAND’ at line 1, column 3 in pattern

‘${set.metadata.BRAND}.${template.pdf}’ yields value undefined.

Any advise.

Hi Katie,

I actually took it upon myself to tackle this one yesterday and it works just fine. The error you are getting is one that I got a few times. not only in the designer but also the Workflow. Although my Workflow does not use the all in one, which is good advice from Rod since it is quicker. Which is good to hear.

Back to the error. You need to make sure in Job Creation Settings, on the Metadata Options that you have selected the Document Set Tags tab. Add your Brand field there. I also went ahead and added a different tag name. I called it MetaBRAND. Source Type I chose Field and Source I selected the Brand field from the data mapper.

Therefore in the Output Creation Settings with Separation box checked add ${set.metadata.MetaBRAND}.${template.ext} to the Job Output Mask and click next. In the Separation Settings, next to Separation, select Document Set from the drop down list. Note that .${template.ext} will automatically add the file extension based on what Printer Model you selected. If you chose Generic PDF then .${template.ext} will automatically add .pdf. If you chose for example Generic PS Level High Compression then you would get a PostScript file with a .ps extension.

If you need I can send you my data mapping/template/workflow.

I did struggle to get the data name into the output file names. You said you wanted spocCereal etc. Reading all over I found a post by @BeaudoinD stating that with this method we cannot get the filename. The only other option I can think of is to create the entire data into one PDF. Then split the PDF into their own Brand files. Use %O to grab the input file name and append it to the output files together with their Brand names. Perhaps someone here has any other ideas.

Regards,

S

My apologies, back to Step 1, I forgot to mention that you also need to add a metadata field at the Document Set level for the field BRAND.

Step 1: Job Preset Creation

  • Go to File > Print Presets > Job Creation Settings… and select the Use Grouping and Include meta data options and click Next
  • Add the field BRAND at the Document Set Grouping level and click Next
  • Add the field BRAND at the Document Set Tags for the Metadata Options
  • Setup any other job option you need here before saving

I have just set up an example which demonstrates how you can achieve this. The dummy data file contains a mix of US and Canadian customers. This example groups customers by Country and thus creates two output files: one for US.pdf customers and the other for CA.pdf customers. The example project and workflow can be downloaded from the following link (valid for 30 days):

ftp://OLFR7:CII4YRXt@ftp-fr.objectiflune.com/app-ftp-users/OLFR7/154574.zip

The output path in the output preset points to: E:\Tickets\154574\Output

The %{workingDir} local variable in the workflow points to E:\Tickets\154574

These two variables need to be adjusted to your local environment.

Here the new error after try every steps.

Trailing char <> at index:

c:\users\abc\Connect\filestore\Desktop.664759356720175389\FTB.pdf

There is no FTB.pdf output exist in my c drive.

Any ideas?

Not sure about this one. It looks like your output folder path isn’t correct or that you are trying to output to desktop. Check your output path again and give it a path on the C:\ drive. For example: C:\out or any other path except a path that points to the desktop.