2022.2
Table Of Contents
- Welcome to PlanetPress Workflow 2022.2
- Installation and setup
- Basics
- Features
- About Workflow Configurations
- Workflow Configuration resource files
- About data
- Data Repository
- Debugging and error handling
- About printing
- OL Connect print jobs
- PlanetPress Suite print jobs
- PlanetPress Workflow printer queues
- Shared printer queue properties
- Windows Output printer queue
- LPR Output Printer Queue
- FTP Output Printer Queue
- Send to Folder printer queue
- Load balancing
- Associating PlanetPress Design documents and PlanetPress printer queues
- Triggers
- Objectif Lune Printer Driver (PS)
- About processes and subprocesses
- Using Scripts
- Run Script task
- APIs
- The Script Editor and XSLT Editor
- SOAP Server API Reference
- The Watch Object
- Data Repository API
- Metadata API
- Attributes
- Count
- Fields
- Index
- NodeType
- Parent
- Selected
- SelectedCount
- SelectedState
- Add(Integer Index)
- AttributeByIndex(Integer Index)
- AttributeByName(const String Name)
- Clear()
- Copy()
- Cut()
- DatapageCount()
- Delete()
- DocumentCount()
- FieldByIndex(Integer Index)
- FieldByName(const String Name)
- FieldByNameIndex(const String Name, Integer Index)
- IndexInDocument()
- IndexInGroup()
- IndexInJob()
- Item(Integer Index)
- PageCount()
- Paste()
- PasteAt(Integer Index)
- Select(TSelectWhat SelectWhat)
- SelectedDatapageCount()
- SelectedDocumentCount()
- SelectedIndexInDocument()
- SelectedIndexInGroup()
- SelectedIndexInJob()
- SelectedPageCount()
- Sort(const String Name, optional TSortFlags Flags, optional const String Name...
- Parameters
- Exceptions
- Parameters
- Exceptions
- Parameters
- Returns
- Parameters
- Exceptions
- Parameters
- Returns
- Exceptions
- Parameters
- Returns
- Parameters
- Returns
- Exceptions
- Parameters
- Returns
- Exceptions
- AlambicEdit API reference
- Stopping execution
- Special workflow types
- About variables
- Workflow add-ons
- About related programs and services
- About Tasks
- Adding tasks
- Editing a task
- Task properties
- Masks
- Selecting a resource file in task properties
- Input tasks
- Initial Input tasks
- Secondary Input tasks
- Properties common to all input tasks
- Available Input tasks
- Create File
- Email Input
- File Count
- Folder Capture
- Folder Listing
- FTP Input
- HTTP Client Input
- Input Error Bin
- Input SOAP
- LPD Input
- Merge PDF Files
- Microsoft 365 Email Input
- Microsoft 365 OneDrive Input
- NodeJS Server Input
- PrintShop Web Connect
- Secure Email Input
- Serial Input
- SFTP Input
- SMTP Input
- Telnet Input
- WinQueue Input
- Action tasks
- Add/Remove Text
- Advanced Search and Replace
- Barcode Scan
- Change Emulation
- Create PDF
- Database Query
- Decompress File(s)
- Digital Action
- External Program
- Load External File
- Logger
- Mathematical Operations
- Open XSLT
- PDF/A-3 Attachments
- Push to Repository
- Rename
- Run Script
- Search and Replace
- Send to Folder
- Set Job Infos and Variables
- SOAP Client plugin
- Standard Filter
- Translator
- XML/JSON Conversion
- Data splitters
- Process logic tasks
- Connector tasks
- Metadata tasks
- OL Connect Send
- OL Connect tasks
- All In One
- Create Email Content
- Create Job
- Create Output
- Create PDF/VT
- Create Preview PDF
- Create Print Content
- Create Web Content
- Download EML Messages
- Execute Data Mapping
- File Store - Delete File
- File Store - Download File
- File Store - Upload File
- Mark Connect Sets for Deletion
- Merge Jobs
- PDF to Bitmap
- Render Email Content
- Retrieve Items
- Set Properties
- Update Data Records
- Output tasks
- Document Management tasks
- Email Services
- Legacy tasks
- Unknown tasks
- Preferences
- Other preferences and settings
- General appearance preferences
- Object Inspector appearance preferences
- Configuration Components pane appearance preferences
- Default configuration behavior preferences
- Notification Messages behavior preferences
- Sample Data behavior preferences
- Network behavior preferences
- PlanetPress Capture preferences
- OL Connect preferences
- PDF text extraction tolerance factors
- General and logging preferences
- Messenger plugin preferences
- HTTP Server Input plugin preferences 1
- HTTP Server Input plugin preferences 2
- LPD Input plugin preferences
- NodeJS Server Input plugin preferences 1
- NodeJS Server Input plugin preferences 2
- NodeJS Server Input plugin preferences 3
- Serial Input plugin preferences
- SMTP Input preferences
- Telnet Input plugin preferences
- PlanetPress Fax plugin preferences
- FTP Output Service preferences
- PlanetPress Image preferences
- LPR Output preferences
- PrintShop Web Connect Service preferences
- Editor Options
- The user interface
- Customizing the Workspace
- PlanetPress Workflow Button
- Configuration Components pane
- Components Area Sections
- PlanetPress Design document properties
- Moving and copying configuration components
- Renaming objects in the Configuration Components Pane
- Reordering objects in the Configuration Components pane
- Grouping Configuration Components
- Expanding and collapsing categories and groups in the Configuration Component...
- Deleting something from the Configuration Components pane
- Dialogs
- Access Manager
- Access Manager hosts.allow File
- Activate a printer
- Advanced SQL Statement Dialog
- Data Repository Manager
- The Data Selector
- Data Selector display preferences
- The File Viewer
- LaserFiche Repository Output Task - Configure Tags
- LaserFiche Repository Output Task - Configure Templates
- PDF Viewer
- Printer utilities
- Process properties
- Rule Interface
- The PlanetPress Workflow Service Console
- Task Properties dialog
- Update document
- Virtual Drive Manager
- The Debug Information pane
- The Message Area Pane
- The Object Inspector pane
- The Plug-in Bar
- The Process area
- Cutting, copying and pasting tasks and branches
- Highlight a task or branch
- Disabling tasks and branches
- Moving a task or branch using drag-and-drop
- Redo a command
- Removing tasks or branches
- Replacing tasks, conditions or branches
- Resize the rows and columns of the Process area
- Collapse and expand branches and conditions
- Undo a command
- Zoom in or out within the Process Area
- The Quick Access Toolbar
- The PlanetPress Workflow Ribbon
- The Task Comments Pane
- The PlanetPress Workflow Service Console
- Knowledge Base
- Legal Notices and Acknowledgments
About Laserfiche
Laserfiche is a provider of digital document and record management systems. Laserfiche has two com-
ponents: the Laserfiche server, which hosts the repository, and the Laserfiche client, which serves as
the user’s interface with the repository. For more information see the Laserfiche website:
https://www.laserfiche.com/.
Configuring a template
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Template: Select from a list of templates imported from Laserfiche.
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Fields: Set to configure the fields on a by-template basis. The available fields depend on the
selected template. See below for available data types for Laserfiche template fields.
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The button on the right side of each field allows to select Laserfiche variables, or to choose
Use PlanetPress Workflow Index file (PDI).
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Use PlanetPress Workflow Index file (PDI): This option means that the cor-
responding field (Document) is multiple and the field type is: CHAR, Integer, Long
Integer or Number on the Laserfiche server. If this field name is also found in a Plan-
etPress Workflow index file (.pdi), selecting “Use PlanetPress Workflow Index file
(PDI)” will get all the values from the PDI to be pushed into Laserfiche as indexes for
the published file.
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If Use PlanetPress Workflow Index file (PDI) is disabled, the corresponding field
is not configured to be multiple on the Laserfiche server. Users should check the mul-
tiple option on the Laserfiche server in order to use the PlanetPress Workflow index
fields.
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Alternatively, right-clicking inside the field allows to select a PlanetPress Workflow vari-
able. Note: The most important property of a template field is the type of data that it will con-
tain. For example, if the field name is of type Date, you can use a Month Calendar to select
the date and use only available Laserfiche variables.
Available data types are:
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Character (Char): This type may contain a string of any type of characters. This is the most flex-
ible type of field. Use this type when you are not sure if the constraints of the other types will be
appropriate.
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Integer: This type may contain a whole number between zero and 64,999.
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Long integer: This type may contain a whole number between zero and 3,999,999,999.
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Number: This type may contain a decimal number that supports up to 13 digits and 5 decimals.
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Date: This type may contain a date.
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