Handzettel und Flyer werden mit InDesign-Script schneller generiert und das Workflow automatisiert.

Customized InDesign Scripting: Create Flawless Sales Circulars in a Jiffy

Category: ERP Connectivity

Custom InDesign Extension Connects Adobe InDesign to ERP System Microsoft Dynamics (NAV) 

A marketing manager in northern Germany approached T+S needing to generate and publish weekly sales flyers faster and with fewer errors. The workflow of exporting prices and images from the ERP system, Microsoft Dynamics NAV, into a Microsoft Excel table, and then copy-pasting prices and images from Excel into the InDesign document, resulted in far too many errors in the final weekly advertisements.

There is a better way – InDesign scripting! T+S developed a custom InDesign extension to connect Adobe InDesign directly to Microsoft Dynamics NAV. The custom InDesign extension allows graphic designers to build up weekly advertisements faster and flawlessly with up-to-date prices, product images, and article descriptions on page templates for a more uniform look.

Using the extension, the graphic designer logs in to a web service that accesses a Microsoft Dynamics NAV database. The panel in the extension immediately displays current and released article images, article prices, and article descriptions. After choosing a campaign, the designer can drag and drop the displayed prices, images, and descriptions directly from the panel into predefined templates in the InDesign document. The sales circular is thus built up rapidly and uniformly using current material approved for publication.

The graphic designer can choose to place article data on preformatted model pages or drag and drop article images and accompanying text onto initially empty pages. Alternatively, models for articles, fetched from libraries, can be inserted onto pages and then modified with prices, images, and text as needed.

This extension has enormously simplified and accelerated the creation of weekly ads. The error rate has also plummeted.

Prices are always up to date and approved for advertising production. Previews are loaded and displayed for images. Defined main images are played automatically. The graphic designer simply drags additional images onto the pages as desired.

If a quick last-minute price update is needed, via a switch, the designer determines which information is to be transferred from Microsoft Dynamics NAV during the update. Prices can be updated with even more recent prices shortly before printing without overwriting manual text adjustments of the article description.

If a quick last-minute price update is needed, via a switch, the designer determines which information is to be transferred from Microsoft Dynamics NAV during the update. Prices can be updated with even more recent prices shortly before printing without overwriting manual text adjustments of the article description.

 

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Discover a world of document production possibilities with InDesign scripting from T+S. Discuss your needs with our experts.

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Data Sources for InDesign Scripting Workflows

Category: ERP Connectivity

We at T+S are often asked by our customers which data sources can be attached to InDesign scripting extensions or plugins.

One can distinguish between online data sources and offline data sources. An online data source is a live access of a database or product information management (PIM) database. On the other hand, an offline data source is always a file created by a data system and processed within InDesign at a later time. Both online and offline data sources have advantages and disadvantages that depend on how they are used.

InDesign extensions (also called plugins) can work with the following offline data sources:

  • Excel files
  • CSV files
  • XML files
  • JSON files

Offline data sources that InDesign can work with include:

  • Web service (REST or SOAP)
  • ODBC data access
  • Native database drivers

Excel files

Excel files can be read directly by an InDesign plugin. We at T+S do not recommend this approach, however, because Excel files can contain quite a few “pitfalls” such as faded out columns, formatted cells, or applied filter conditions. These modifications have to be taken into account during an import, making the development of the import routine time-consuming before one even comes to the actual task at hand — automation.

It is more elegant to insert the content of an Excel file using the clipboard with copy and paste in a text field within a plugin developed by T+S. The method of using the clipboard removes all formatting, making the import routine quick and manageable. This approach always yields a text file separated by tabs.

CSV files

CSV files are flat text files that in the first row contain a header definition of the data fields and starting in the second row contain the actual data. Data fields of a data set are normally separated by a comma, semicolon, or tab. When the field separator character also can be found within the relevant data to be used, the affected fields have to be escaped by quotation marks (quotes).

XML files

XML files are an elegant and efficient way of obtaining data with multiple-level hierarchies (1:n relationships) from a source. Using an InDesign plugin to work with XML files that are several hundred megabytes large can be done easily. However, some time may be needed between generating the XML files and reading them in.

JSON files (JavaScript Object Notation)

JSON files are used primarily to exchange data with web services. They are, just like XML files, an elegant and efficient way to transfer structured hierarchical data from a database system to a plugin.

Web service (REST or SOAP)

A web service is a service that makes available data through the http or https protocols. This service normally receives its data from a database or a product information management (PIM) system.

The advantage of having an InDesign plugin receive its data from a web service is the currency of the data, because the access takes place online. In the case of CSV, XML, or JSON files, there is always a bit of a span of time between when the files are created and when the files are read into the plugin.

ODBC database driver

Connecting InDesign Plugins to a database using ODBC is only possible with third party plugins. So we do not recommend this possibility.

Native database driver

For Microsoft SQL Server and MySQL, we have successfully used JavaScript libraries to directly access databases. The advantage is the same as with a web service in that the data is current because the access takes place online.

However, every time the database is updated, there is the question beforehand of whether afterwards the plugin will access the data tables successfully. It is therefore necessary to very carefully evaluate the advantages and disadvantages of this method.

Get in touch about InDesign scripting now

Discover a world of document production possibilities with InDesign scripting from T+S. Discuss your needs with our experts.

Data Sources for InDesign Scripting Workflows Read More »

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