2021.1

Microsoft Access and Excel data files. You can use the Test Connection button to
test the SQL and connection string.
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Test connection: Checks if the Connection String and SQL Statement are valid,
and if the resulting recordset is understood by the Microsoft® Word® document.
This is optional, though highly recommended.
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Output Type:
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.PDF File (with metadata): The result will be a PDF file with the number of pages
generated by the combination of the template and record set. Metadata is also
included that complement the PDF.
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.DOC file: The result is a Microsoft® Word® document in .doc format. Note that this
format is not supported by PlanetPress Workflow as a data file or job file, so this
option is only useful if you are simply planning to save the Word document in a
specific location.
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.
Output to Capture OnTheGo
The Output to Capture OnTheGo task sends document information to the Capture OnTheGo
online repository. These documents can then be retrieved by the Capture OnTheGo mobile
application.
This task can be added as an Action task (see "Action tasks" on page379) or as an Output task
(see "Output tasks" on page651). Adding it as an Action task enables the process or branch to
continue after this task. An Output task is always located at the end of a process or branch.
Input
This task ignores the input data file and any Metadata unless data selections are used in the
variable data fields.
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