2021.1

Things to keep in mind while working with Metadata are set forth in another topic: "Working with
Metadata" on page78.
Note
In Connect it is also possible to group, sort and split PDF data using "OL Connect tasks"
on page590.
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
Task breakdown
l The initial input is the "Merge PDF Files" on page341, 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 page568 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 page562 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 used for the following Metadata
tasks.
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