2018.2
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Workflow 2018.2
- Installation and setup
- Basics
- Features
- About Workflow Configurations
- Workflow Configuration resource files
- About data
- Data Repository
- Debugging and error handling
- About printing
- OL Connect print jobs
- PlanetPress Suite print jobs
- PlanetPress Workflow printer queues
- Shared printer queue properties
- Windows Output printer queue
- LPR Output Printer Queue
- FTP Output Printer Queue
- Send to Folder printer queue
- Load balancing
- Associating PlanetPress Design documents and PlanetPress printer queues
- Triggers
- Objectif Lune Printer Driver (PS)
- About processes and subprocesses
- Using Scripts
- Special workflow types
- About Tasks
- About variables
- Special workflow types
- About related programs and services
- The user interface
- Customizing the Workspace
- PlanetPress Workflow Button
- Configuration Components pane
- Components Area Sections
- Process properties
- PlanetPress Design document properties
- Moving and copying configuration components
- 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...
- Deleting something from the Configuration Components pane
- 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 plugin preferences 1
- HTTP Server Input plugin preferences 2
- LPD Input plugin preferences
- NodeJS Server Input plugin preferences 1
- NodeJS Server Input plugin preferences 2
- NodeJS Server Input plugin preferences 3
- 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
- Cutting, copying and pasting tasks and branches
- Highlight a task or branch
- Disabling tasks and branches
- Moving a task or branch using drag-and-drop
- Redo a command
- Removing tasks or branches
- Replacing tasks, conditions or branches
- Resizing the rows and columns of the Process area
- Undo a command
- Zoom in or out within Process Area
- The Quick Access Toolbar
- The PlanetPress Workflow Ribbon
- The Task Comments Pane
- Additional Information
- Copyright Information
- Legal Notices and Acknowledgements
l The "Metadata Sorter" on page475 then re-orders the Metadata documents by Rep ID, so
that all of the invoices for any particular sales representative are all together.
l "Lookup in Microsoft® Excel® Documents" on page408 then uses the Rep ID field to
retrieve each sales representative's email from a specific Excel spreadsheet.
l The "Metadata Sequencer" on page474 acts like a splitter, where the separation
happens whenever the Rep ID changes. Since documents are sorted with that field, each
sequence can contain one or more document, but they will all be for the same Rep ID.
l "Create PDF" on page309 is then used to generate a single PDF for each sales
representative. Because Create PDF works in conjunction with Metadata and because it
can be used in pass-through mode, in this instance it will only take the relevant PDF
pages from the original data file in order to create a single PDF file. Other than the
extraction of these pages, the original concatenated data file is untouched.
l Finally, the output is done using a "Send to Folder" on page555 in this case. Obviously,
this should be a "Send Email" on page551 output, but since we don't want to spam
anyone, instead we place the PDF in a folder with the Rep ID's email as a folder name.
Daily Sales Report from PDF Files
This workflow makes heavy use of both PDF Tools and Metadata, and assumes that you are
using PlanetPress Workflow version 7.3 or higher.
This single process workflow generates a daily sales report for any sales representative inside
of a company which made at least one sale. It does this by capturing the invoices generated
within a specific day, putting all the invoices for each sales representative in a single PDF and
then sending it to the sales representative. It does this using several specific metadata tasks as
well as a quick lookup in an external Excel spreadsheet.
Resources
l PDF-DailySalesReport-Workflow.zip
Task Breakdown
l The initial input is the "Merge PDF Files" on page268, which retrieves and merges all the
PDF files inside of the specified folder. Once a single PDF is created, the task also
optimizes the PDF (to avoid duplicating images and font definitions for each page) as well
as generates a basic Metadata structure containing a single document with one Data
Page per captured PDF.
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