Creating an Infiniti project - Quick-start guide

Applies to Infiniti v8.0 or later
 

Creating your first Infiniti project

How to create an Infiniti project

1. Before we start creating the Infiniti project, we need to have a Word document to use. Download the Infiniti Tutorial 1 Resource from the same place you downloaded this guide, or recreate the below picture in Microsoft Word.

The document should look like this:
 
 
  1. Save the letter to your computer as a Word document.
  2. Open up the letter in Microsoft Word.
  3. Add two curly brackets ‘{{word}}’ around the words which are colored in as red. Doing this turns these words into something called placeholders. The color of these words does not matter when turning them into placeholders.
For Infiniti to interact with the Word template, you need to first define placeholders. Placeholders define a location within the template document that Infiniti will either Insert data into or apply logic to a location / range within the Word template.
There are two types of placeholders, the first is an Insertion Placeholder and the second is a Selection Placeholder:

Insertion Placeholder

Defined by Project Designers by inserting two open curly brackets ‘{{’ and two closing curly brackets ’}}’ into a location within the template, e.g.: {{Insertion_Placeholder}}. This type of placeholder will be replaced with the data returned from the question set. The image below is what the document should look like if the insertion placeholders were correctly placed.
 

Selection Placeholder

Defined by Project Designers by inserting an open tag with a ‘#’ to specify the start of a range ‘{{#SelectionPlaceholder}}’ and a closing tag with a ‘/’ to specify the end of a range within the template ‘{{/SelectionPlaceholder}}’. This type of placeholder defines a range (section, text or page(s) of the document) to be inserted, removed or repeated within the template. The image below is an example of how selection placeholders are placed.
 
    
The name of the placeholder applied is the text within the open ‘{{’ and closing ‘}}’ curly brackets. For example, the name of a place holder in this case will be: Name. If your placeholder names contain multiple words it is suggest that you use underscores instead of spaces as shown here: Customer_Name_2. It is advised to name your placeholders in accordance within the data being inserted, removed or repeated. This will help you easily recall which placeholder refers to a specific location.
 
Leave any punctuation or spaces around the placeholder.
 
Now that the place for your dynamic content has been held, we can create the Question Set that will ensure the right information goes in that place later. Make sure you save the changes you have made to the letter.
 
  1. Create the project and Question Set in Design.
Now that the document is ready, it’s time to start Infiniti Design.
 
  • From your web browser, navigate to Manage and click the menu item labelled ‘DESIGN’ on the top-right navigation pane.
 
 
You may be prompted to confirm your wish to launch Design. After a moment of installation Design will be started.
 
NOTE: You may notice a menu item labelled ‘DESIGN APP’. Clicking it will download and try to open the design app up. Please note that this tool is being replaced by web design. It may not including future functionality or not be supported in the future. For a full range of Infiniti Design, please use the ‘DESIGN’.
 
  • After Clicking Design, the initial Design screen will pop up.
 
  • Click Create new project. The New Infiniti Project dialog displays:
 
  • Give your project a name and select OK
 
 
The Design main screen depicted below is where you will create your Question Set. Question Sets have different layout types, question types, answers and placeholders. These are explained throughout this guide. For now, we will focus on simply creating the right Question Set for our particular example.
 
 
In the toolbox on the left there are four sub-headings: Common, Layout, Questions and All. We will use these items under these sub-headings to construct our Question Set.
 
  • In the toolbox, click All
  • On the far right on the toolbox, click and drag Template on the question set.
  • After a Template is dragged onto the question set, a popup will appear you to upload a file.
 
  • Click Choose file, and select the file you had downloaded or created.
  • Click OK
  • By default, you will have a page with the heading New Page 1. In the Properties tab rename your page in the Page Title variable. Call it New Print Letter.
 
 
 
  • From the question toolbox, click and drag a Text Field question and drop it onto New Page 1 within the question set.
 
 
There are many different question types, each with its own behavior and purpose. Question Types are further explained within the Intelledox Support site’s Knowledgebase.
 
 
A new question has now been added along with a new answer, called New Question 1 and New Answer 1 respectively.
 
  • Click to select the question and in the Properties tab, change the Question Text to Enter Customer Name.
This will be the question’s wording displayed in Produce. For this scenario, leave all other fields to their default values, or blank.’
 
 
Answers can be thought of as the user’s response to the question, and in the Question Set, they allow you to provide default values and control the format of the response.
 
  • In the Answer’s Properties tab, find the Answer Name: variable and rename your answer to Title Answer.
 
 
  1. Link your placeholder to the answer.
Now we will add the placeholder to the question set, in the Customer Name Answer, ensuring the answer appears in the correct place in the document.
  • Click the Customer Name Answer
  • In the right pane, click the Placeholders tab.
 
  • Click  to expand the document name, in our example New Project, to reveal a list of placeholders in the document.
  • Drag and drop the placeholder name, {{Name}} onto the Answer in the Question Set pane.
The Question set should now look like this:
 
  • Click  to save the project to the database. Call it New Print Run Letter.
 
  1. Now we are going to publish the project in Manage.
The remaining steps to publish the project and generate a document are not part of Design, but are included here to cover the entire process. For more information please refer to Intelledox’s Knowledge Base.
 
  • Go back to Manage in the other tab on your browser.
  • Click on Folders and create a folder called ‘Tutorial’ to publish the project, if one doesn’t already exist.
  • Navigate to the Projects screen and click into the project name New Print Run letter from the list of projects.
 
  • From the menu along the top of the screen, click Publish
 
  • Click  to select the folder to which you wish to publish the project, then click Save.
 
  1. Generate the document in Produce.
    • Navigate to Produce from the top right-hand corner of the page.
    • Find the New Print Run project under projects and click to run it.
 
 
  • The project’s only question will display asking you to enter the customer’s name. Do this and proceed by clicking Next
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  • Click Submit to generate the document.
 
 
  • When the document has been generated, a link(s) will be presented for you to click in order to download and/or open the document.
  • Confirm that Infiniti has placed the customer’s name you typed earlier into the appropriate part of the document.
 
If you would like to finish this document, you can add in a Text Field for Date and Days and drag the associated place holders onto the answers. You can even make sure a date or a number is answered by clicking on the Text Field and on the properties tab, change the Data type to whatever is required.
 
 
Testing is an important part of the Infiniti project creation process. We recommend to customers that they create and modify projects in a separate Infiniti environment not accessible to end-users.
 

 

How to output PDFs

  1. Go to Manage and Click Folders
  2. Click on the folder and then the Project you just created
  3. The following menu will show
 
  1. Select Portable Document Format (pdf)
  2. Click Save and run the project again on produce
  3. A PDF is added to the list of documents
 
On the publish menu where we enabled PDF output, you can disable it again by deselecting the option. Other outputs can be made for Word documents such as .rtf, mht, and much more. Additional outputs can be added for Power Point and Excel Spreadsheet type of files.
 
 
  • How to hide “Save your answer for re-use”
Save your answer for re-use is an option to save your answers to all the questions. This can be useful when you need to submit a project multiple times with similar answers. This is what it will look like.
 
 
  1. Go to Manage and Click Folders
  2. Click on the folder and then the Project you just created
  3. The following menu will show
 
  1. Click on the Publish Options Tab
  2. Unselect the ‘Allow Save’
  3. Click Save to save the publish changes.
The Finish screen will look like this and the user will no longer be able to save their answers.
 
 
 

 

 
 

 

 

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