2020.1

Table Of Contents
l
Replace field value: Replaces any existing field with the new content. Only
the last result will be displayed. If the field does not exist, it will create it.
l
Append field value: Ads the data to the existing field within the same one. No
"separator" is added. If the field does not exist, it will create it.
l
Result Field: The Metadata field name in which the result should be stored. This
field will appear in the same Metadata level as the Lookup Field.
l
Result Column: The name of the column where the information you want to retrieve
is located. For example, this could be a client email or full name.
l
button: Ads a new lookup line. You can have as many lines as you want. The
lines will be executed in order from top to bottom, so you can rely on a previous line
to bring additional information.
l
button: Removes the currently selected (highlighted) line.
l
button: Moves the currently selected line up one place.
l
button: Moves the currently selected line down one place.
l
Search option group
l
Match case: Will force the lookup column names to be in exactly the same case as
the Lookup column name. This means if you type in "CustomerID" in the lookup
column and the actual column is named "customerid", it would not return any result.
Miscellaneous Tab
The Miscellaneous tab is common to all tasks.
Check the option Use as step description to display the text next to the icon of the plugin in
the Process area.
Microsoft® Word® Documents To PDF Conversion
The Microsoft® Word® Documents to PDF Conversion action task can be used to convert a
Word® document into a PDF file that can be used in your PlanetPress Workflow process. It can
also do a Mail Merge as it runs the task.
Notes
l Microsoft® Wor needs to be installed for this task to be functional and to test the
connection.
Page 497