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 SQL Statement:An SQLstatement that is understood by the database you are
using and that will return a series of records that the Microsoft® Word® template is
expecting. Note that no validation is made on SQLstatements except if they are for
Microsoft Access and Excel data files. You can use the Test Connection button to
test the SQLand connection string.
l Test connection: Checks if the Connection String and SQLStatement are valid,
and if the resulting recordset is understood by the Microsoft® Word® document.
This is optional, though highly recommended.
l Output Type:
l .PDFFile (with metadata):The result will be a PDFfile with the number of pages
generated by the combination of the template and record set. Metadata is also
included that complement the PDF.
l .DOCfile:The result is a Microsoft® Word® document in .doc format. Note that this
format is not supported by PlanetPress Workflow as a data file or job file, so this
option is only useful if you are simply planning to save the Word document in a
specific location.
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.
Notes
l Microsoft Word must be installed on PlanetPress Workflow system.
l Microsoft Word must not be currently opened when the automation task runs.
l Microsoft Word 2003 and up are supported.
l The task uses a printer queue set with the “PlanetPress Word to PDF Printer” driver,
which is created and set by default on-the-fly the first time a Microsoft® Word®
Page 374