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l The "Metadata Level Creation" on page500 creates the Document level of the Metadata
by placing each PDF data file in its own Document level. It does this by detecting when
the Address in the document changes.
l Then, the "Metadata Fields Management" on page493 adds a few fields at the Document
level in order to properly tag each document with the appropriate information, in this case
the Customer ID, Country and Rep ID. These fields are used for the following Metadata
tasks.
l The "Metadata Filter" on page498 follows by removing any invoice that is not in the US.
Note that the Metadata filter is an *inclusive* filter, meaning that the filter includes the
parts of the Metadata where the result of the filter is true, and filters out anything else.
l The "Metadata Sorter" on page504 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 page433 then uses the Rep ID field to
retrieve each sales representative's email from a specific Excel spreadsheet.
l The "Metadata Sequencer" on page503 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 page321 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 page594 in this case. Obviously,
this should be a "Send Email" on page590 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.
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