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
Replacing Tasks, Conditions or Branches
You can replace existing tasks either by dropping a new task on it, or by pasting another task over it.
To replace an existing task with a new task, see Adding Tasks
To replace an existing task with another existing task or its properties, see Cutting, Copying and Pasting Tasks and Branches
You cannot replace a task by a branch or a condition. Trying to paste or drop a branch or condition over a task will
insert it before the task instead. The contrary is also true, you cannot replace a branch or condition with a task.
When you replace a task, you lose all the properties you set in this task.
Remove Tasks or Branches
To remove any task or branch (except input and output tasks), use one of the following methods
l Click on the task or branch you want to delete, go to the Home tab of the PlanetPress Suite Workflow Tools Ribbon and
click on the Delete button in the Clipboard group.
l Click on the task or branch you want to delete, and press the Delete (or "Del")key on your keyboard.
l Right-click on the task or branch you want to delete, and select Delete from the menu.
When you remove a branch, all the tasks located in that branch are also deleted. When you delete a task, only that task is
deleted.
You cannot use the Delete option to remove an input or output task, but you can right-click on them and click Cut
instead. This replaces the task with an unknown task(see UnknownTasks)
To delete the path below a branch crossing (instead of the path to the right of the branch):
l Press Shift+CTRL+Delete.
l From the right-click menu, choose Edit | Delete| Delete Below the Branch.
Task Properties Dialog
Any task you add to your PlanetPress Suite Workflow Tools process must be configured using its properties dialog box. Each
task's Properties Dialog will give you the options to configure that specific, individual task. Properties of one task do not
directly affect the properties of another task, however there are some software preferences that may affect tasks in one way
or another (see Preferences)
l Each task has its own set of tabs available, though some tabs are common to most tasks.
l Most tasks have the "General"tab which lets you configure the main task properties for that specific task.
l All tasks except for the InputErrorBin, Run Script, Open XLSTand Comment tasks have an "On Error" tab that lets you
manage errors generated by the task.
l All initial Input tasks have the "Other"tab which lists job infos and lets you back up the job file.
The "On Error"tab that is common to almost all tasks contain the following options
l Send to Process: Check this option to send the job file to an error management process.
l Error Process drop-down:Enabled only when the Send to Process option is checked. Lists any process of which the
initial input task is the Input Error Bin task.
The PlanetPress Suite Workflow Tools Configuration Program