2022.2

l
The file is renamed with the .html extension, so that both the HTTP service and the
browser will recognize it as an HTML page. And then, as usual, it is deleted (but still
returned to the browser).
l
When the condition is false, it means that there is something in the Full Name field. In this case,
we know that the form was filled and submitted back to the process, and we handle the request
as such.
l
First, we add the full name, email and company information to job informations, in order for them
to be available for the rest of the process.
l
Then, we have a small condition that verifies if the user checked the "Newsletter" box. If so, the
conditional branch is triggered. Note that this condition is put inside its own branch because oth-
erwise, the rest of the process would not run when the newsletter is selected. Since we want both
to happen, the branch is there with a "stub" if the condition is false.
PDF Workflow
A PDF workflow, in essence, is one that does not contain any Connect template or Design document
and only uses PDF files as data files. The idea is that a PDF file, because it is a formatted document in
and of itself, doesn't need to go through a merge process before it can be printed.
PlanetPress Workflow provides a few tasks specifically designed to work with PDFs:
l
"Merge PDF Files" on page318
l
"PDF Splitter" on page414
l
"Create PDF" on page365
In most cases, this kind of workflow also implies the use of Metadata tasks (see "Metadata tasks" on
page469).
You can use Metadata tasks to group, sort and sequence (split) the PDF data. The Create PDF task will
apply the active Metadata to the PDF data file before creating the PDF output.
Things to keep in mind while working with Metadata are set forth in another topic: "Working with
Metadata" on page69.
Note: In Connect it is also possible to group, sort and split PDF data using "OL Connect tasks"
on page494.
Example: Daily sales report from PDF files
This workflow makes heavy use of PDF tasks and Metadata, and assumes that you are using Plan-
etPress Workflow version 7.3 or higher.
This single process workflow generates a daily sales report for any sales representative inside of a com-
pany which made at least one sale. It does this by capturing the invoices generated within a specific
Page 228