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
levels, individually.
Output
The original data file is unchanged. Metadata is updated according to the specified criteria.
Properties
General Tab
l Excel group
l Excel workbook:The full path and file name of a Microsoft® Excel® workbook (.xls or .xslx file).
You can use the Browse button on the right to browse to the file on your computer.
l Excel worksheet:The name of the worksheet you want to use. Once a workbook is open, this
drop-down will automatically list all the available worksheets.
l
Refresh button:If you have modified the original Microsoft® Excel® workbook to add a sheet,
click this button to refresh the list of worksheets.
l Metadata group
l Lookup Field:The name of the metadata field that will be used to determine which row should
be returned. The Metadata field can be on any level.
l Lookup Column:The name of the column in the Microsoft® Excel® worksheet that corresponds
to the contents of the Lookup Field.
l Action:What to do with the resulting data from the Microsoft® Excel® worksheet. This can be:
l Add Field:Creates a new field with the data. This may cause multiple fields to be created.
l Replace field value:Replaces any existing field with the new content. Only the last result
will be displayed. If the field does not exist, it will create it.
l Append field value:Ads the data to the existing field within the same one. No
"separator"is added. If the field does not exist, it will create it.
l Result Field:The metadata field name in which the result should be stored. This field will
appear in the same metadata level as the Lookup Field.
l Result Column:The name of the column where the information you want to retrieve is located.
For example, this could be a client email or full name.
l
button:Ads a new lookup line. You can have as many lines as you want. The lines will be
executed in order from top to bottom, so you can rely on a previous line to bring additional
information.
l
button:Removes the currently selected (highlighted) line.
l
button:Moves the currently selected line up one place.
l
button:Moves the currently selected line down one place.