8.4
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Workflow 8.4.1
- Basics
- Features
- The Nature of PlanetPress Workflow
- About Branches and Conditions
- Configuration Components
- Connect Resources
- About Data
- About Documents
- Debugging and Error Handling
- The Plug-in Bar
- About Printing
- About Processes and Subprocesses
- Using Scripts
- Special Workflow Types
- About Tasks
- Task Properties
- Working With Variables
- About Configurations
- About Related Programs and Services
- The Interface
- Copyright Information
- Legal Notices and Acknowledgements
l "Create PDF" on page 222 has the option to reset your metadata according to the new PDFfile.
In reality, Create PDF is one of the most useful tasks in PDF workflows, since it is the easiest
way to make your PDFfile conform to the metadata without using a PlanetPress Connect
document. See the "Create PDF" on page 222 page for more information.
l "Run Script" on page 313 tasks can also modify metadata using the Metadata API(See "Using
Scripts" on page 77).
l The "Barcode Scan" on page 214 task can add information to the existing metadata, and creates
it if there is none.
l The "Capture Fields Generator" on page 365, "Capture Fields Processor" on page 369, "Get
Capture Document" on page 383 and "Find Capture Documents" on page 378 tasks generate
their own metadata.
l The "Lookup in Microsoft® Excel® Documents" on page 337 enhances metadata fields with
information from an Excel spreadsheet, but does not otherwise change its structure.
Examples
l "Daily Sales Report from PDF Files" below
Daily Sales Report from PDF Files
This workflow makes heavy use of both PDFTools and Metadata, and assume that you are using
PlanetPress Workflow version 7.3 or higher.
This single process workflow generates a daily sales report for any sales rep inside of a company which
made at least one sale. It does this by capturing the invoices generated within a specific day, putting all the
invoices for each sales rep in a single PDFand then sending it to the sales rep.It does this using several
specific metadata tasks as well as a quick lookup in an external Excel spreadsheet.
Resources
l PDF-DailySalesReport-Workflow.zip
Task Breakdown
l The initial input is the "Merge PDF Files" on page 189, which retrieves and merges all the PDFfiles
inside of the specified folder. Once a single PDFis 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.