2022.2

Table Of Contents
Workflow process
DatacanbeaddedtotheDataModelinaPlanetPressConnectWorkflowprocessasfollows:
1. UseanExecute Data MappingtaskorRetrieve Itemstasktocreatearecordset.OntheGen-
eraltabselectOutputs records in Metadata.
2. Addavaluetoafieldin the MetadatausingtheMetadata Fields Managementtask.
Dataaddedtothe_vger_fld_ExtraDatafieldontheDocumentlevelwillappearintherecord's
ExtraDatafield,oncetherecordsareupdatedfromtheMetadata(inthenextstep).
Otherfieldshavethesameprefix:_vger_fld_.
3. Updatetherecord/sfromtheMetadata.Thereareseveralwaystodothis.Youcould,for
example:
l
UsetheUpdate Data Recordsplugin.
l
AddanOutputtaskandchecktheoptionUpdate records with Metadata.
l
SelectMetadataasthedatasourceintheCreate Preview PDFplugin.
Note: ManyoftheseactionscanalsobeperformedusingRESTcalls.
PleaserefertoPlanetPressConnectWorkflowdocumentationformoreinformationabouttheplugins
involved:Workflow'sOnlineHelp.
Fields
ExtracteddataarestoredinfieldsintheDataModel(see"TheDataModel"onpage260).Fieldscan
bepresentondifferentlevels:ontherecordlevelorinadetailtable(see"Detailtables"onpage298).
Theycanbemovedupordownandputingroups(seebelow).
FieldswithdatabelongtoanExtractstepandareaccessibleviatheStepPropertiespane(see"Extract
stepproperties"onpage326).
Location-basedfieldsalwayscontainextracteddata:theyreaddatafromacertainlocationinthedata
source.
OtherfieldsmaycontaintheresultofaJavaScript(expression-basedfields,orfieldsfilledbyanAction
step)orthevalueofaproperty(property-basedfields).
Addingfields
Location-based field
Generally,location-basedfieldsareaddedtoaDataModelbyextractingdata;see"Extractingdata"on
page229.Location-basedfieldsindetail tablesarecreatedbyextractingtransactionaldata;see
"Extractingtransactionaldata"onpage235.
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