2019.2
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Workflow 2019.2
- 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
- Run Script task
- APIs
- The Script Editor and XSLT Editor
- SOAP Server API Reference
- The Watch Object
- Data Repository API
- Metadata API
- Attributes
- Count
- Fields
- Index
- NodeType
- Parent
- Selected
- SelectedCount
- SelectedState
- Add(Integer Index)
- AttributeByIndex(Integer Index)
- AttributeByName(const String Name)
- Clear()
- Copy()
- Cut()
- DatapageCount()
- Delete()
- DocumentCount()
- FieldByIndex(Integer Index)
- FieldByName(const String Name)
- FieldByNameIndex(const String Name, Integer Index)
- IndexInDocument()
- IndexInGroup()
- IndexInJob()
- Item(Integer Index)
- PageCount()
- Paste()
- PasteAt(Integer Index)
- Select(TSelectWhat SelectWhat)
- SelectedDatapageCount()
- SelectedDocumentCount()
- SelectedIndexInDocument()
- SelectedIndexInGroup()
- SelectedIndexInJob()
- SelectedPageCount()
- Sort(const String Name, optional TSortFlags Flags, optional const String Name...
- Parameters
- Exceptions
- Parameters
- Exceptions
- Parameters
- Returns
- Parameters
- Exceptions
- Parameters
- Returns
- Exceptions
- Parameters
- Returns
- Parameters
- Returns
- Exceptions
- Parameters
- Returns
- Exceptions
- AlambicEdit API reference
- Stopping execution
- Special workflow types
- About Tasks
- Adding tasks
- Editing a task
- Task properties
- Masks
- Selecting a resource file in task properties
- Input tasks
- Action tasks
- Data splitters
- Process logic tasks
- Connector tasks
- PlanetPress Capture
- Metadata tasks
- OL Connect Send
- OL Connect tasks
- Output tasks
- Document Management tasks
- Connection tab
- Download tab
- General tab
- Login tab
- Info Tab
- Connection tab
- Upload tab
- Advanced properties
- Advanced properties
- Email Services
- Unknown tasks
- About variables
- Workflow add-ons
- 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
- Resize the rows and columns of the Process area
- Collapse and expand branches and conditions
- Undo a command
- Zoom in or out within the Process Area
- The Quick Access Toolbar
- The PlanetPress Workflow Ribbon
- The Task Comments Pane
- The PlanetPress Workflow Service Console
- Knowledge Base
- Legal Notices and Acknowledgments
PlanetPress Workflow provides a few tasks specifically designed to work with PDFs:
l "Merge PDF Files" on page372
l "PDF Splitter" on page489
l "Create PDF" on page420
In most cases, this kind of workflow also implies the use of Metadata tasks (see "Metadata
tasks" on page582).
You can use Metadata tasks to group, sort and sequence (split) the PDF data. The Create PDF
task will apply the active Metadata to the PDF data file before creating the PDF output.
Things to keep in mind while working with Metadata are set forth in another topic: "Working with
Metadata" on page79.
Note
In Connect it is also possible to group, sort and split PDF data using "OL Connect tasks" on
page613.
Example: Daily sales report from PDF files
This workflow makes heavy use of PDF tasks 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
Page 295