8.5
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Workflow 8.5
- System Requirements
- 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
- Variable Properties
- Working With Variables
- About Configurations
- About Related Programs and Services
- The Interface
- Copyright Information
- Legal Notices and Acknowledgements
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 page216, 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.
l The "Metadata Level Creation" on page461 creates the Document level of the metadata by placing
each PDFdata file in its own Document level. It does this by detecting when the Address in the
document changes.
l Then, the "Metadata Fields Management" on page452 adds a few fields at the Document level in
order to properly tag each document with the appropriate information, in this case the CustomerID,
Country and Rep ID. These fields are identical to ones that would have been added in PlanetPress
Design, and are used for the following metadata tasks.
l The "Metadata Filter" on page458 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.
l The "Metadata Sorter" on page466 then re-orders the metadata documents by Rep ID, so that all of
the invoices for any particular sales representative are all together.
l "Lookup in Microsoft® Excel® Documents" on page391 then uses the Rep IDfield to retrieve each
sales rep's email from a specific Excel spreadsheet.