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that the database, connection string or statement are still valid, especially if the
DOC file was moved or sent to someone else.
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Use custom settings: Override the mail merge settings in the Microsoft® Word®
document and lets you specify your own.
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Connection String: The connection string to any ODBC database supported by
PlanetPress Workflow. You can use the Browse button to open an existing File
DSN, or use the Database Button to open the ODBC connection interface.
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SQL Statement: An SQL statement that is understood by the database you are
using and that will return a series of records that the Microsoft® Word® template is
expecting. Note that no validation is made on SQL statements except if they are for
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.
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