2022.2

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
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PDF-DailySalesReport-Workflow.zip
Task breakdown
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The initial input is the "Merge PDF Files" on page318, 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.
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The "Metadata Level Creation" on page476 creates the Document level of the Metadata by pla-
cing each PDF data file in its own Document level. It does this by detecting when the Address in
the document changes.
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Then, the "Metadata Fields Management" on page472 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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The "Metadata Filter" on page475 follows by removing any invoice that is not in the US. Note that
the Metadata filter is an *inclusive* filter, meaning that the filter includes the parts of the Metadata
where the result of the filter is true, and filters out anything else.
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The "Metadata Sorter" on page479 then re-orders the Metadata documents by Rep ID, so that all
of the invoices for any particular sales representative are all together.
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"Lookup in Microsoft® Excel® Documents" on page442 then uses the Rep ID field to retrieve
each sales representative's email from a specific Excel spreadsheet.
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The "Metadata Sequencer" on page478 acts like a splitter, where the separation happens
whenever the Rep ID changes. Since documents are sorted with that field, each sequence can
contain one or more document, but they will all be for the same Rep ID.
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"Create PDF" on page365 is then used to generate a single PDF for each sales representative.
Because Create PDF works in conjunction with Metadata and because it can be used in pass-
through mode, in this instance it will only take the relevant PDF pages from the original data file in
order to create a single PDF file. Other than the extraction of these pages, the original con-
catenated data file is untouched.
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Finally, the output is done using a "Send to Folder" on page564 in this case. Obviously, this
should be a "Send Email" on page561 output, but since we don't want to spam anyone, instead
we place the PDF in a folder with the Rep ID's email as a folder name.
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