2019.1
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Workflow 2019.1
- 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
- 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 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
- 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
- Knowledge Base
- Legal Notices and Acknowledgements
Resources
l PDF-DailySalesReport-Workflow.zip
Task Breakdown
l The initial input is the "Merge PDF Files" on page271, 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.
l The "Metadata Level Creation" on page500 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 page493 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 identical to ones that would have
been added in PlanetPress Design, and are used for the following metadata tasks.
l The "Metadata Filter" on page498 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 page504 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 page433 then uses the Rep ID field to
retrieve each sales rep's email from a specific Excel spreadsheet.
l The "Metadata Sequencer" on page503 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 page321 is then used to generate a single PDF for each sales rep.
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 page594 in this case. Obviously,
this should be a "Send Email" on page590 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.
Page 194