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 Mark the document as checked in:Sets the "Checked in"property of the document on the
SharePoint server.
l
Configure Fields:Opens the Configure SharePoint Metadata Fields dialog.
Configure SharePoint Metadata Fields dialog
This dialog lets you setup the information you want to assign to the SharePoint Metadata information. It
contains one line for each field present in the SharePoint document library.
l Field Name:Name of the field as set in SharePoint Document Library.
l Field Information:The information to enter in the SharePoint Document's Metadata for this field.
l Use PDF/A:Check to use the information contained within an PDF. This PDFmust have been created
with PlanetPress Image and contain an Index field (data selection) of which the name corresponds
exactly to the Field Name in the SharePoint Document Library. If this option is checked, the Field
Information will change to "Use PlanetPress Index (PDF/A)".
l Field Type: The type of field as set in the SharePoint Document Library. The following SharePoint
field types are supported by the SharePoint output task:
l Single line of text: This type may contain a string of any type of characters. This is the most
flexible type of field. Use this type when you are not sure if the constraints of the other types of
fields will be appropriate.
l Multiple line of text: This type may contain multiple lines of text.
l Choice: This type contains the menu to choose from.
l Number: This type may contain a number (1, 1.0, 100). The decimal separator is “.” in the plug-
in.
l Currency: This type contains the currency ($…).
l Date/Time: Date/Time fields contain a date and time
l Yes/No: Yes/No (menu to choose from). If passing a variable, has to be either "Yes"or "No".
l Hyperlink or Picture:This type contains an html hyperlink or picture.
Technical
Document libraries using the Content Type system in SharePoint 2007 and higher (as well as
Windows SharePoint Services 3.0 and higher) are supported in PlanetPress Workflow 7.4 and higher