2020.2
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Workflow 2020.2
- 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
- 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
- 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
send a login request to the M-Files Server. The user should have the appropriate rights.
l
Test Connection: Click this button to establish a connection with the M-Files Server and
retrieve the Document Classes of the selected Vault. This information is used on the
Upload tab.
Upload Tab
l
File to upload:
l
Job file:Click this option to upload the current Job File (see "Job file" on page50).
l
External file: Click this option to upload an external file. Specify a full file name.
l
File type: Select the file type of the file to upload. The default is Auto-detect, in
which case the file extension is used to determine the file type.
l
Destination:
l
Class: Document Classes are defined (per Vault) on the M-Files server. Select the
desired Class from the drop-down list.
l Select whether to create a new document or update an existing one.
l
Create new document: In Create mode, a new document with a single file is
created at the root level of the Vault.
l
Update existing document: In this mode, the file is added as the new version
of an existing document (at the root level of the Vault) and its properties may
be changed. To find the existing document, the plugin needs the following
data:
l
Search Field: Select a property of the existing document. Properties are
defined in the Metadata Structure of the respective Vault on the M-Files
server.
l
Value to be searched: Enter the value of the given property. Note that
this should uniquely identify the document. When multiple documents
are found, this will result in an error.
l
Index data: Specify properties that must be set in M-Files as metadata for the uploaded
file. Any existing values will be replaced with the given value.
l
Field:Enter a property, or click the button between the Field and Value columns to
select one of the properties defined for this particular Document Class in the
Metadata Structure of the Vault on the M-Files server.
l
Value: The (new) value of the property.
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