7.4
Table Of Contents
- Copyright Information
- Table of Content
- Overview
- Getting Started
- Understanding PlanetPress Suite Workflow Tools
- The Nature of PlanetPress Suite Workflow Tools
- The Three Flavors of the PlanetPress Suite Workflow Tools
- Terms and Definitions
- About Configurations
- About Processes
- About Subprocesses
- About Tasks
- About Branches and Conditions
- About Data
- About Data Selections
- About Data Emulation
- About Related Programs and Services
- About Documents
- About Printing
- The PlanetPress Suite Workflow Tools Configuration Program
- Start the PlanetPress Suite Workflow Tools Configuration Program
- The PlanetPress Button
- Create a New Configuration
- Open a PlanetPress Suite Configuration File
- Saving and Sending a Configuration
- Save your Configuration
- Send your Configuration
- Import Processes from Another Configuration File
- Import Documents
- Import PrintShop Mail Documents
- Change the Interface Language
- Exit the PlanetPress Suite Workflow Tools Configuration Program
- The Quick Access Toolbar
- The PlanetPress Suite Ribbon
- The Configuration Components Pane
- Access Process Properties
- Add a PlanetPress Suite Process
- Manipulate Local Variables
- Activate or Deactivate a Process
- Convert a Branch to a Subprocess
- Manipulate Global Variables
- View Document Properties
- Use Data and Metadata Files Attached to Documents
- Use Attached Document Preview
- Add Resident Documents in the Configuration Components Pane
- Associate Documents and PlanetPress Watch Printer Queues
- Using the Clipboard and Drag & Drop
- Rename Objects in the Configuration Components Pane
- Reorder Objects in the Configuration Components Pane
- Grouping Configuration Components
- Expand and Collapse Categories and Groups in the Configuration Components Pane
- Delete Objects and Groups from the Configuration Components Pane
- The Process Area
- Zoom In or Out within Process Area
- Adding Tasks
- Adding Branches
- Edit a Task
- Replacing Tasks, Conditions or Branches
- Remove Tasks or Branches
- Task Properties Dialog
- Cutting, Copying and Pasting Tasks and Branches
- Moving a Task or Branch Using Drag-and-Drop
- Ignoring Tasks and Branches
- Resize Rows and Columns of the Process Area
- Selecting Documents in Tasks
- Highlight a Task or Branch
- Undo a Command
- Redo a Command
- The Plug-in Bar
- The Object Inspector Pane
- The Debug Information Pane
- The Message Area Pane
- Customizing the Program Window
- Preferences
- General User Options
- Object Inspector User Options
- Configuration Components Pane User Options
- Default Configuration User Options
- Notification Messages Preferences
- Sample Data User Options
- Network User Options
- PlanetPress Capture User Options
- PDF Text Extraction Tolerance Factors
- Logging User Options
- Messenger User Options
- HTTP Server Input User Options
- HTTP Server Input 2 User Options
- LPD Input Preferences
- Serial Input Service User Options
- Telnet Input User Options
- PlanetPress Fax User Options
- FTP Output Service User Options
- PlanetPress Image User Options
- LPR Output User Options
- PrintShop Web Connect Service User Options
- Editor Options
- Other Dialogs
- Working With Variables
- Data in PlanetPress Suite Workflow Tools
- Task Properties Reference
- Input Tasks
- Action Tasks
- Add Document
- Add/Remove Text
- Advanced Search and Replace
- Barcode Scan
- Change Emulation
- Create PDF
- Decompress File(s)
- Digital Action
- Download to Printer
- External Program
- Load External File
- Mathematical Operations
- Open XSLT
- PlanetPress Database
- Rename
- Run Script
- Send Images to Printer
- Search and Replace
- Send to Folder
- Set Job Infos and Variables
- SOAP Client Plug-in
- Standard Filter
- Translator
- Windows Print Converter
- Data Splitters
- Process Logic Tasks
- Connector Tasks
- Create MRDX
- Input from SharePoint
- Laserfiche Repository Output
- Lookup in Microsoft® Excel® Documents
- Microsoft® Word® Documents To PDF Conversion
- Output to SharePoint
- About PlanetPress Fax
- PlanetPress Fax
- Captaris RightFax Configuration
- About PlanetPress Image
- PlanetPress Image
- Overview of the PDF/A and PDF/X Standards
- PrintShop Mail
- PlanetPress Capture
- Metadata Tasks
- Output Tasks
- Variable Properties
- Unknown Tasks
- Masks
- Special Workflow Types
- Printer Queues and Documents
- PlanetPress Suite Workflow Tools Printer Queues
- Shared Printer Queue Properties
- Windows Output Printer Queue
- LPR Output Printer Queue
- FTP Output Printer Queue
- Send to Folder Printer Queue
- PlanetPress Suite Workflow Tools and PlanetPress Design Documents
- Variable Content Document File Formats: PTZ, PTK and PS
- PlanetPress Suite Workflow Tools and Printshop Mail Documents
- Triggers
- Load Balancing
- Location of Documents and Resources
- Debugging and Error Handling
- Using Scripts
- Index
Examples
l Daily Sales Report from PDF Files
Daily Sales Report from PDF Files
This workflow makes heavy use of both PDFTools and Metadata, and assume that you are using PlanetPress Office or Plan-
etPress Production version 7.3 or higher.
This single process workflow generates a daily sales report for any sales rep inside of a company which made at least one
sale. It does this by capturing the invoices generated within a specific day, putting all the invoices for each sales rep in a single
PDFand then sending it to the sales rep.It does this using several specific metadata tasks as well as a quick lookup in an exter-
nal Excel spreadsheet.
Resources
l PDF-DailySalesReport-Workflow.zip
Task Breakdown
l The initial input is the Merge PDF Files, which retrieves and merges all the PDFfiles inside of the specified folder. Once
a single PDFis created, the task also optimizes the PDF(to avoid duplicating images and font definitions for each
page)as well as generates a basic Metadata structure containing a single document with one Data Page per captured
PDF.
l The Metadata Level Creation creates the Document level of the metadata by placing each PDFdata file in its own Doc-
ument level. It does this by detecting when the Address in the document changes.
l Then, the Metadata Fields Management adds a few fields at the Document level in order to properly tag each document
with the appropriate information, in this case the CustomerID, Country and Rep ID. These fields are identical to ones
that would have been added in PlanetPress Design, and are used for the following metadata tasks.
l The Metadata Filter follows by removing any invoice that is not in the US. Note that the Metadata filter is an
*inclusive*filter, meaning that the filter includes the parts of the metadata where the result of the filter is true, and
filters out anything else.
l The Metadata Sorter then re-orders the metadata documents by Rep ID, so that all of the invoices for any particular
sales representative are all together.
l Lookup in Microsoft® Excel® Documents then uses the Rep IDfield to retrieve each sales rep's email from a specific
Excel spreadsheet.
l The Metadata Sequencer acts like a splitter, where the separation happens whenever the Rep ID changes. Since doc-
uments are sorted with that field, each sequence can contain one or more document, but they will all be for the same
Rep ID.
l Create PDF is then used to generate a single PDFfor each sales rep. Because Create PDFworks in conjunction with
Metadata and because it can be used in passthrough mode, in this instance it will only take the relevant PDFpages from
the original data file in order to create a single PDF file. Other than the extraction of these pages, the original con-
catenated data file is untouched.
l Finally, the output is done using a Send to Folder in this case. Obviously, this should be a Send Email output, but since
we don't want to spam anyone, instead we place the PDFin a folder with the rep id's email as a folder name.
Special Workflow Types