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
Documents action task will replace the value of this metadata field with the corresponding
customer email.
Use Case 2: Translate a list of line items descriptions into a given language
A PlanetPress Design documenttakes as input a transactional PDF file, and reproduces it
exactly as it enters. Metadata fields called ItemDesc are created, one for each line item
description, at the datapage level. Each ItemDesc metadata field is given the value of a line
item description as found on a region of the current data page. The line item descriptions
appearing on the resulting page produced by the design tool are custom data selections whose
valuecome fromthe correspondingItemDescmetadata fields. The Lookup in Microsoft®
Excel® Documents action task updates the value of all 'ItemDesc' metadata fields with their
corresponding foreign language descriptions.
Microsoft® Word® Documents To PDF Conversion
The Microsoft® Word® to PDFaction task can be used to convert a Word® document into a
PDFfile that can be used in your PlanetPress Workflow process. It can also do a Mail Merge as
it runs the task.
Note
Microsoft® Word® needs to be installed for this task to be functional and to test the
connection.
Input
Acompatible MicrosoftWord Document (see notes).
Processing
The Word document is converted into a PDFfile. If a Mail Merge is made, the mail merge is
done in the document before the document is converted into a PDFfile. The conversion is done
through the use of a printer queue - the document is printed to this queue and the print job is
converted to PDF. This is the same technique used in the "WinQueue Input" on page251 when
generating PDFfiles.
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