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
l Result Field:The metadata field name in which the result should be stored. This
field will appear in the same metadata level as the Lookup Field.
l Result Column:The name of the column where the information you want to retrieve
is located. For example, this could be a client email or full name.
l
button:Ads a new lookup line. You can have as many lines as you want. The
lines will be executed in order from top to bottom, so you can rely on a previous line
to bring additional information.
l
button:Removes the currently selected (highlighted) line.
l
button:Moves the currently selected line up one place.
l
button:Moves the currently selected line down one place.
l Search option group
l
Match case:Will force the lookup column names to be in exactly the same case as
the Lookup column name. This means if you type in "CustomerID"in the lookup
column and the actual column is named "customerid", it would not return any result.
On Error Tab
For a description of the options on the On Error tab see "Using the On Error tab" on page57.
Comments Tab
The Comments tab is common to all tasks. It contains a text area (Task comments)that lets
you write comments about the task. These comments are saved when the dialog is closed with
the OKbutton, and are displayed in the Task Comments Pane.
Check the option Use as step description to display the text next to the icon of the plugin in
the Process area.
Use Cases
Use Case 1: Send Personalized Emails with Promotional Document Attached
A PlanetPress Design document takes as input a PDF file as the input data file, and
reproduces it exactly as it enters. The document also contains a custom data selection set to
hold an email address.The data selection's value is given by a Metadata Field
called'Email'.The value of this Emailmetadata field isa region from the sample data file
representing the customer number. At production time, the Lookup in Microsoft® Excel®
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