2019.1

Table Of Contents
Basics
PlanetPress Workflow is a tool to automate the processing, distribution and printing of your
business documents. Once installed on the server, it can be set up to automate all tasks related
to document processing (see "Setting up the working environment" on page17).
When you're all set up, you can start using the Workflow Configuration tool, assuming that you
have already done research on the processes that need to be automated.
Working with Workflow implies the following basic steps:
1.
Creating a Workflow configuration
A Workflow configuration consists of a number of processes, of which each has an input
task, output task and possibly a number of tasks in between. See: "About Workflow
Configurations" on page29.
2.
Debugging the configuration
Debugging is the act of running through your process, either step by step or as a whole,
directly from the PlanetPress Workflow Configuration Tool, in order to detect and resolve
issues with your process. Debugging a process requires providing a sample data file.
See: "Debugging and error handling" on page87.
3.
Sending it to the Server (and testing it again)
As you are working on your configuration, you can save that configuration file as a file on
your local hard drive. Saving a configuration file never replaces the current PlanetPress
Workflow service configuration. To do this, you must use the Send Configuration
command; see "Sending a configuration" on page128.
Related tools and resource files
Workflow serves as automation tool in a number of distinct products. Some of the tasks that can
be used in a Workflow configuration only work with product-specific files. The tools that you
need in order to produce those files depend on the product that you are using:
l
PlanetPress Connect users will use the other Connect modules - Designer and
DataMapper - to create the templates, data mapping configurations and print presets
used by OL Connect tasks. The user guides of these modules can be found here:
http://help.objectiflune.com/en/PlanetPress-connect-user-guide/2019.1/.
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PlanetPress Suite users may use documents made with PlanetPRess Design. For the
user guide, see http://help.objectiflune.com/en/planetpress-design-user-guide/.
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