2018.1
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Workflow 2018.1
- Installation and Setup
- Basics
- Features
- The Nature of PlanetPress Workflow
- About data
- Data Repository
- Debugging and Error Handling
- About Printing
- About Processes and Subprocesses
- Using Scripts
- Special Workflow Types
- About Tasks
- Working With Variables
- About Workflow Configurations
- Workflow Configuration resource files
- About related programs and services
- The Interface
- Customizing the Workspace
- PlanetPress Workflow Button
- Configuration Components pane
- Components Area Sections
- Process properties
- Manipulate Global Variables
- Connect resources
- PPS/PSM Documents
- Associate Documents and PlanetPress Printer Queues
- Using the Clipboard and Drag & Drop
- Renaming objects in the Configuration Components Pane
- Reordering objects in the Configuration Components pane
- Grouping Configuration Components
- Expanding and collapsing categories and groups in the Configuration Component...
- Delete objects and groups from the Configuration Components pane
- Other Dialogs
- The Debug Information Pane
- The Message Area Pane
- The Object Inspector Pane
- The Plug-in Bar
- Preferences
- Other Preferences and Settings
- General appearance preferences
- Object Inspector appearance preferences
- Configuration Components Pane appearance preferences
- Default Configuration behavior preferences
- Notification Messages behavior preferences
- Sample Data behavior preferences
- Network behavior preferences
- PlanetPress Capture preferences
- OL Connect preferences
- PDF Text Extraction Tolerance Factors
- General and logging preferences
- Messenger plugin preferences
- HTTP Server Input 1 plugin preferences
- HTTP Server Input 2 plugin preferences
- LPD Input plugin preferences
- Serial Input plugin preferences
- Telnet Input plugin preferences
- PlanetPress Fax plugin preferences
- FTP Output Service preferences
- PlanetPress Image preferences
- LPR Output preferences
- PrintShop Web Connect Service preferences
- Editor Options
- 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 Links
- Highlight a Task or Branch
- Undo a Command
- Redo a Command
- The Quick Access Toolbar
- The PlanetPress Workflow Ribbon
- The Task Comments Pane
- Additional Information
- Copyright Information
- Legal Notices and Acknowledgements
Processing
The task parses each level of the metadata and, for each field of the specified name it finds, a
lookup is made. If a field of the same name appears on multiple levels, the lookup will happen
for all fields, on all levels, individually.
Output
The original data file is unchanged. Metadata is updated according to the specified criteria.
Properties
General Tab
l Excel group
l Excel workbook:The full path and file name of a Microsoft® Excel® workbook (.xls
or .xslx file). You can use the Browse button on the right to browse to the file on
your computer.
l Excel worksheet:The name of the worksheet you want to use. Once a workbook is
open, this drop-down will automatically list all the available worksheets.
l
Refresh button:If you have modified the original Microsoft® Excel® workbook to
add a sheet, click this button to refresh the list of worksheets.
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 contents 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 displayed. 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.
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