2018.1

Table Of Contents
l SQL Statement:An SQLstatement 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 SQLstatements except if they are for
Microsoft Access and Excel data files. You can use the Test Connection button to
test the SQLand connection string.
l Test connection: Checks if the Connection String and SQLStatement are valid,
and if the resulting recordset is understood by the Microsof Word® document.
This is optional, though highly recommended.
l Output Type:
l .PDFFile (with metadata):The result will be a PDFfile with the number of pages
generated by the combination of the template and record set. Metadata is also
included that complement the PDF.
l .DOCfile: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 page57.
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 OKbutton, 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®
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