To register options for sending the budget:
1. Click on the Registry - Budget - Send To menu
2. The system default options of Send To are displayed when accessing the Editor window. To add a new send option, right-click on Send To Options - Add new Send To option and select the desired option.
3. Perform the settings according to the quote submission options:
Send to Text File and Send to XML File
Send the budget to the Connect tool
Send to Text File and Send to XML File
Main Fields
- ID: enter the sending option ID.
- Description: enter the description of the sending method to be displayed in the budget window.
- Layout XSL: click the Find button
to select the XSL file for the upload option. - Category: click the Find button
to select the budget types for which the sending option will be available. - File: inform the directory and the default name of the file to be saved.
Show save dialog: defines whether the Save As window is displayed or not.
Can change the file name: defines whether or not the user can change the name of the generated file. - Can change the file path: defines whether or not the user can change the default file saving path.
- Remove accents: defines whether or not the file name and content accents are removed.
- Allow file name with blanks: defines whether or not the file name can be saved with blanks.
- Need to save the project: defines whether the project needs to be saved or not to send the information.
- Can process with items not available: defines whether or not the information will be generated if the project has unavailable items
- Encoding: Select the encoder of the file to be generated
- Sort by: Select the option by which the file information will be sorted.
NOTES: As of version 2.0.60 of the Connect tool, it is possible to send the budget to the Connect Database. For more information click here.
Secondary Fields
- Type: select the Send to type.
- Ask to view the file: defines whether the generated file will be viewed or not.
- Executable path: defines the executable of a program, which will be executed after the file is generated, being passed as a parameter for the executable, the generated file
- Previous parameter: a parameter that will be added before the file parameter.
- Back parameter: a parameter that will be added after the file parameter.
- Quoted parameters: defines whether the executable parameters will be quoted or not.
- Upload URL: Defines a URL address to send the file after it is generated.
- Response title URL: defines the title of the response window, which will be shown after the Promob tries to send the file to the defined URL.
- Password prefix URL: defines the prefix that will be added before the password to connect to the specified URL.
- Password Suffix URL: defines the suffix that will be added after the password to connect to the specified URL.
- Send URL content only: defines if only the content referring to it will be sent to the URL, or if the entire file will be sent.
- Request user password: defines whether or not the user must enter the password to connect to the URL.
- Encrypt password: defines whether the password should be encrypted or not.
Send to E-mail and Send to FTP
Main Fields
- ID: Enter the ID of the shipping option.
- Description: Enter the description of the shipping method to be displayed in the budget window.
- XSL layout: click the Find button to select the XSL file for the sending option.
- Categories: Click the Find button to select the budget types for which the shipping option will be available.
- File: inform the directory and the default name of the file to be saved.
- Show save dialog: defines whether the Save As window is displayed or not.
- Can change the file name: defines whether or not the user can change the name of the generated file.
- Can change the file path: defines whether or not the user can change the default file saving path.
- Remove accents: defines whether or not the file name and content accents are removed.
- Allow file name with blanks: defines whether or not the file name can be saved with blanks.
- Need to save the project: defines whether the project needs to be saved or not to send the information.
- Can process with items not available: defines whether or not the information will be generated if the project has unavailable items.
- Encoding: Select the encoder of the file to be generated.
- Sort by: Select the option by which the file information will be sorted.
NOTES: As of version 2.0.60 of the Connect tool, it is possible to send the budget to the Connect Database. For more information click here.
Secondary Fields
- Type: select the Send to option to be configured.
- Attach project: defines whether or not the project will be attached to the email or FTP.
- Project file name: defines the name that the project will be saved to. If the name is not defined, it will use the name that the project already has.
Send to Cut Plans
Main Fields
- ID: Enter the ID of the shipping option.
- Description: Enter the description of the sending method to be displayed in the budget window.
- XSL layout: click the Find button to select the XSL file for the shipping option.
- Categories: Click the Find button to select the budget types for which the sending option will be available.
- File: inform the directory and the default name of the file to be saved.
Show save dialog: defines whether the Save As window is displayed or not.
Can change the file name: defines whether or not the user can change the name of the generated file. - Can change the file path: defines whether or not the user can change the default file saving path.
- Remove accents: defines whether or not the file name and content accents are removed.
- Allow file name with blanks: defines whether or not the file name can be saved with blanks.
- Need to save the project: defines whether the project needs to be saved or not to send the information.
- Can process with items not available: defines whether or not the information will be generated if the project has unavailable items.
- Encoding: Select the encoder of the file to be generated.
- Sort by: Select the option by which the file information will be sorted.
NOTES: As of version 2.0.60 of the Connect tool, it is possible to send the budget to the Connect Database. For more information click here.
Secondary Fields
- Type: select the Send to type.
- Ask to view the file: defines whether the generated file will be viewed or not.
- Executable path: defines the executable of a program, which will be executed after the file is generated, and the generated file is passed as a parameter to the executable.
- Previous parameter: parameter that will be added before the file parameter.
- Later parameter: parameter that will be added before the file parameter.
- Quoted parameters: defines whether the executable parameters will be quoted or not.
- Upload URL: Defines a URL address to send the file after it is generated.
- Response title URL: defines the title of the response window, which will be shown after the Promob tries to send the file to the defined URL.
- Password prefix URL: defines the prefix that will be added before the password to connect to the specified URL.
- Password Suffix URL: defines the suffix that will be added after the password to connect to the specified URL.
- Send URL content only: defines if only the content referring to it will be sent to the URL, or if the entire file will be sent.
- Request user password: defines whether or not the user must enter the password to connect to the URL.
- Encrypt password: defines whether the password should be encrypted or not.
Send to DXF Files
Main Fields
- ID: Enter the ID of the sending option.
- Description: Enter the description of the sending method to be displayed in the budget window.
- XSL layout: click the Find button to select the XSL file for the sending option.
- Categories: Click the Find button to select the budget types for which the sending option will be available.
- File: inform the directory and the default name of the file to be saved.
- Show save dialog: defines whether the Save As window is displayed or not.
- Can change the file name: defines whether or not the user can change the name of the generated file.
- Can change the file path: defines whether or not the user can change the default file saving path.
- Remove accents: defines whether or not the file name and content accents are removed.
- Allow file name with blanks: defines whether or not the file name can be saved with blanks.
- Need to save the project: defines whether the project needs to be saved or not to send the information.
- Can process with items not available: defines whether or not the information will be generated if the project has unavailable items.
- Encoding: Select the encoder of the file to be generated.
Sort by: Select the option by which the file information will be sorted.
NOTES: As of version 2.0.60 of the Connect tool, it is possible to send the budget to the Connect Database. For more information click here.
Secondary Fields
- Type: select the Send to option to be configured.
- Export profile: defines whether the geometry profile will be exported or not.
- Export shape: defines whether or not the geometry shape will be exported.
Send to Package
A package is a Send to collection. It is possible to configure a package to send to file and also by email, for example. When selecting Send To - Package, a compressed folder containing the files will be saved as configured.
To add the package options, right click on the Package option and then on Add new Send To option. Select the desired option and make the necessary settings.
Main Fields
- ID: Enter the ID of the shipping option.
- Description: Enter the description of the shipping method to be displayed in the budget window.
- XSL layout: click the Find button to select the XSL file for the shipping option.
- Categories: Click the Find button to select the budget types for which the shipping option will be available.
- File: inform the directory and the default name of the file to be saved.
- Show save dialog: defines whether the Save As window is displayed or not.
- Can change the file name: defines whether or not the user can change the name of the generated file.
- Can change the file path: defines whether or not the user can change the default file saving path.
Remove accents: defines whether or not the file name and content accents are removed. - Allow file name with blanks: defines whether or not the file name can be saved with blanks.
- Need to save the project: defines whether the project needs to be saved or not to send the information.
- Can process with items not available: defines whether or not the information will be generated if the project has unavailable items.
- Encoding: select the encoder of the file to be generated.
- Sort by: Select the option by which the file information will be sorted.
NOTES: As of version 2.0.60 of the Connect tool, it is possible to send the budget to the Connect Database. For more information click here.
Secondary Fields
- Type: select the Send to option to be configured.
- Attach project: defines whether or not the project will be saved in the compressed folder.
- Project file name: defines the name that the project will be saved to. If the name is not defined, it will use the name that the project already has.
- Create MD5 files: defines whether MD5 files will be created when generating the file. By checking this option, a *.md5 file will be saved for each file created in the package. Example: If the package contains * .promob, * .xml and * .txt, 3 * .md5 files will be created for each file respectively.
NOTES: As of version 2.0.60 of the Connect tool, it is possible to send the budget to the Connect Database. For more information click here.
Sending the budget to Connect tool
As of version 2.0.60 of the Connect tool, it is possible to send the budget to the Connect Database. For this, the option Save the design must be checked. Review the settings for the options above.
When requesting the budget submission, the Promob user will identify a Connect Upload screen and after that, he will request the budget save location:
In the option Send To Package, it is necessary to keep the option Attach project checked to send the project together with the txt file to the Connect Database. Review the Send To Package option setting above.
