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 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.
l Search option group
l
Match case:Will force the lookup column names to be in exactly the same case as the Lookup
column name. This means if you type in "CustomerID"in the lookup column and the actual
column is named "customerid", it would not return any result.
On Error Tab
The On Error tab is common to all tasks. Details can be found in the" Task Properties Dialog" on page666.