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
same level (group)as the component after it.
l If you move an object in the Configuration Components Pane on top of a group, the group name turns maroon (in the
default color scheme)to indicate the object will be moved in the group after all the existing objects currently in that
group.
l Moving a configuration component does not change the order in which the components are used. However they can
affect your process if, for example, you move a local variable from one process to another and the local variable is still
used in the first process.
l You can also copy multiple components by selecting more than one then using the methods described above. However,
you can only select multiple components from within the same folder. You cannot, for example, select a Subprocess
along with a Process and move them together. Also, you cannot select multiple components if they are not in the same
group or if one is in a group and the other is not.
l You can also copy and move groups that have been created in the Configuration Components Pane.
l Dropping documents onto printer queues does not move the documents, but rather assigns them to these queues (see
PlanetPress Suite Workflow Tools Printer Queues).
Rename Objects in the Configuration Components Pane
You can rename processes, groups, and printer queues in the Configuration Components Pane. PlanetPress Design Doc-
uments (ptk/ptz files) are different and cannot be renamed or modified using the PlanetPress Suite Workflow Tools. You can,
on the other hand, change the name of printer-resident documents.
Note that names cannot begin with a number. They can only contain the following ASCII characters: underscore, upper
and lower case letters of the alphabet, all digits 0 through 9. If you enter an invalid name, you will be prompted to correct
it (unless if the corresponding option has been turned off).
To rename a process, printer queue or group in the Configuration Components Pane:
1. In the Configuration Components Pane, right-click the name of an object or group and choose Rename from the pop-
up menu.
The name of the object or group is highlighted and ready to be edited.
2. Type the new name over the existing name and press ENTER.
PlanetPress Suite Workflow Tools Configuration renames the object or group.
To rename a resident document:
1. In the Documents section of the Configuration Components Pane, double-click a printer-resident document.
The PlanetPress Design Document Options dialog box is opened.
2. In the Document name box, enter the new document name and click OK.
PlanetPress Suite Workflow Tools rename the resident document.
Reorder Objects in the Configuration Components Pane
There are multiple ways you can reorder objects in the Configuration Components Pane. Commands available from the right-
click menu let you reorder selected objects, as well as alphabetically reorder objects listed directly under a category or appear-
ing within a group. You can also use the clipboard controls and drag &drop methods described in Using the Clipboard and Drag
& Drop to copy and move objects and tasks.
To reorder selected objects in the Configuration Components Pane:
The PlanetPress Suite Workflow Tools Configuration Program