7.6

l Metadata group
l Lookup Field:The name of the metadata field that will be used to determine which row should be returned.
The Metadata field can be on any level.
l Lookup Column:The name of the column in the Microsoft® Excel® worksheet that corresponds to the con-
tents of the Lookup Field.
l Action:What to do with the resulting data from the Microsoft® Excel® worksheet. This can be:
l Add Field:Creates a new field with the data. This may cause multiple fields to be created.
l Replace field value:Replaces any existing field with the new content. Only the last result will be dis-
played. If the field does not exist, it will create it.
l Append field value:Ads the data to the existing field within the same one. No "separator"is added. If
the field does not exist, it will create it.
l Result Field:The metadata field name in which the result should be stored. This field will appear in the same
metadata level as the Lookup Field.
l Result Column:The name of the column where the information you want to retrieve is located. For example,
this could be a client email or full name.
l
Button:Ads a new lookup line. You can have as many lines as you want. The lines will be executed in order
from top to bottom, so you can rely on a previous line to bring additional information.
l
Button:Removes the currently selected (highlighted) line.
l
Button:Moves the currently selected line up one place.
l
Button:Moves the currently selected line down one place.
l Search option group
l Match case:Will force the lookup column names to be in exactly the same case as the Lookup column name.
This means if you type in "CustomerID"in the lookup column and the actual column is named "customerid", it
would not return any result.
On Error Tab
The On Error Tab is common to all tasks. Details can be found on Task Properties Dialog.
If storing the message or ID, if they are store in a jobinfo they will be available in any error handling process where errors are
being forwarded. In all cases, if your process continues after the error, the contents of the variables selected in this window
will be available for the rest of your process, or whenever they are overwritten.
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.