7.3

The On Error Tab is common to all tasks. Details can be found on "Task Properties Dialog" (page 54).
Use Cases
Use Case 1: Send Personalized Emails with Promotional Document Attached
A PlanetPress Design document takes as input a PDF file as the input data file, and reproduces it exactly as it enters. The doc-
ument also contains a custom data selection set to hold an email address.The data selection's value is given by a Metadata
Field called'Email'.The value of this Emailmetadata field isa region from the sample data file representing the customer
number. At production time, the Lookup in Microsoft® Excel® Documents Action task will replace the value of this metadata
field with the corresponding customer email.
Use Case 2: Translate a list of line items descriptions into a given language
A PlanetPress Design documenttakes as input a transactional PDF file, and reproduces it exactly as it enters. Metadata fields
called ItemDesc are created, one for each line item description, at the datapage level. Each ItemDesc metadata field is given
the value of a line item description as found on a region of the current data page. The line item descriptions appearing on the
resulting page produced by the design tool are custom data selections whose valuecome fromthe
correspondingItemDescmetadata fields. The Lookup in Microsoft® Excel® Documents Action task updates the value of all
'ItemDesc' metadata fields with their corresponding foreign language descriptions.
Microsoft® Word® Documents To PDF Conversion
The Microsoft® Word® to PDFAction Task can be used to convert a Word® document into a PDFfile that can be used in your
PlanetPress Suite Workflow Tools process. It can also do a Mail Merge as it runs the task. This plugin is only available with Plan-
etPress Production (and not with PlanetPress Office or PlanetPress Watch).
Microsoft® Word® needs to be installed for this task to be functional and to test the connection.
General tab
l Microsoft Word Document: Enter a Microsoft® Word® document or template, or click the browse button to navi-
gate to the location of the document. The supported extensions are: *.doc, *.docx, *.dot and *.dotx.
l Perform Mail Merge: Check when providing a Microsoft® Word® document or template configured for mail merge.
l Use settings specified in document: Selected to instruct the task to use the connection string and SQL
statements stored in the DOC file. There is no guarantee that the database, connection string or statement are
still valid, especially if the DOC file was moved or sent to someone else.
l Use custom settings: Override the mail merge settings in the Microsoft® Word® document and lets you
specify your own.
l Connection String: The connection string to any ODBCdatabase supported by PlanetPress Suite. You can
use the Browse button to open an existing File DSN, or use the Database Button to open the ODBCconnection
interface.
l SQL Statement:An SQLstatement that is understood by the database you are using and that will return a
series of records that the Microsoft® Word® template is expecting. Note that no validation is made on
SQLstatements except if they are for Microsoft Access and Excel data files. You can use the Test Connection but-
ton to test the SQLand connection string.
l Test connection: Checks if the Connection String and SQLStatement are valid, and if the resulting recordset
is understood by the Microsoft® Word® document. This is optional, though highly recommended.
l Output Type:
l .PDFFile (with metadata):The result will be a PDFfile with the number of pages generated by the com-
bination of the template and recordset. Metadata is also included that complement the PDF.
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