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
Convert a Branch to a Subprocess
To allow for maximum flexibility and backward compatibility with the subprocess feature, the Convert to subprocess
option lets users transform existing processes easily. This option is available whenever a Branch task is selected; right-click-
ing on it will display the contextual menu, which holds the Convert to subprocess option.
Selecting this option automatically creates a new subprocess, takes the branch and all of its children tasks and inserts it in the
new subprocess, including the branch task itself. In the main process, the branch is removed and replaced with a GoSub
action task referring to the newly created subprocess.
Note: The Branch tasks options Backup job file, Backup job information and Backup emulation, are also auto-
matically passed to the Subprocess, which means that, if the subprocess needs to use a different emulation than the calling
process, a Change Emulation task is required.
If any task converted into a subprocess was previously using local variables, these variables must be removed or transferred
to global variables or job information to be usable in the newly created subprocess.
Manipulate Global Variables
For information about Local Variables see Local Variables.
Global Variables are set at the level of the Configuration file and are shared between all processes and tasks. Global variables
can be used anywhere that accepts variables by using it's name preceded by "global."and surrounded by curly brackets (for
example:%{global.myGlobalVariable}).
Global variables are generally used to keep information that applies to multiple locations but need to be changed easily. For
example, a lot of uses use them to set a server's IP, a printer name, or folder location that is used by multiple processes. This
is useful when moving the configuration file to another installation of the Workflow Tools where this information is different, or
to quickly modify specific information if something changes on the server. You can have as many global variable as you want
in any given configuration.
To add a global variable from the Configuration Components Pane:
1. Right-Click on Global Variables
2. Click Insert, then Insert Global Variable.
The new variable will appear as GlobalVar or GlobalVarX (the name is automatically incremented).
To add a global variable from the Ribbon:
1. Click on the Home tab of the PlanetPress Suite Ribbon
2. Click Global Variable in the Variables group.
The new variable will appear as GlobalVar or GlobalVarX (the name is automatically incremented).
To set the value of a global variable from the Configuration Components Pane:
1. Double-click on the global variable in the Configuration Components Pane.
(Right-clicking then clicking Properties also works)
2. Enter the new value for your global variable
3. Click OK to save the new value.
Shared tasks
These procedures can be used on both local and global variables.
To delete a variable
The PlanetPress Suite Workflow Tools Configuration Program