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
l The "Metadata Sequencer" on page465 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.
l "Create PDF" on page260 is then used to generate a single PDFfor each sales rep. Because Create
PDFworks in conjunction with Metadata and because it can be used in pass-through mode, in this
instance it will only take the relevant PDFpages from the original data file in order to create a single
PDF file. Other than the extraction of these pages, the original concatenated data file is untouched.
l Finally, the output is done using a "Send to Folder" on page532 in this case. Obviously, this should be
a "Send Email" on page528 output, but since we don't want to spam anyone, instead we place the
PDFin a folder with the rep id's email as a folder name.
Capture OnTheGo Workflow
Capture OnTheGo is a web-based form system that can be sent to a mobile device such as a phone or
tablet, utilizing the device's native features (such as the camera, GPS, touch-screen, etc) to provide
enhanced forms.
Note
For more information, take a look at the Capture OnTheGo Website, which also contains the
documentation. For support please see the Capture OnTheGo Q&AForums.
This section describes the implementation details for a Capture OnTheGo process, including how to create,
send and submit COTGdocuments to the Mobile application.
Capture OnTheGo Glossary
This topic describes different terms used in the Capture OnTheGo application and other implementation
locations.
About Tasks
A task is a plug-in or a block that is used to build PlanetPress Workflow processes. Tasks can do multiple
things depending on the type of task and where they are placed. You can add as many tasks as you like to
your processes and order them in any way you can.