8.6
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Workflow 8.6.1
- System Requirements
- Basics
- Features
- The Nature of PlanetPress Workflow
- About Branches and Conditions
- Configuration Components
- Connect Resources
- About Data
- Data Repository
- About Documents
- Debugging and Error Handling
- The Plug-in Bar
- About Printing
- About Processes and Subprocesses
- Using Scripts
- Special Workflow processes
- About Tasks
- Task Properties
- Variable Properties
- Working With Variables
- About Configurations
- About Related Programs and Services
- The Interface
- Customizing the Workspace
- PlanetPress Workflow Button
- The Configuration Components Pane
- Components Area Sections
- Processes and Subprocesses
- Manipulate Global Variables
- Connect Resources
- PPS/PSM Documents
- Associate Documents and PlanetPress Printer Queues
- Using the Clipboard and Drag & Drop
- Rename Objects in the Configuration Components Pane
- Reorder Objects in the Configuration Components Pane
- Grouping Configuration Components
- Expand and Collapse Categories and Groups in the Configuration Components Pane
- Delete Objects and Groups from the Configuration Components Pane
- Other Dialogs
- The Debug Information Pane
- The Message Area Pane
- The Object Inspector Pane
- The Plug-in Bar
- Preferences
- Other Preferences and Settings
- General appearance preferences
- Object Inspector appearance preferences
- Configuration Components Pane appearance preferences
- Default Configuration behavior preferences
- Notification Messages behavior preferences
- Sample Data behavior preferences
- Network behavior preferences
- PlanetPress Capture preferences
- OL Connect preferences
- PDF Text Extraction Tolerance Factors
- General and logging preferences
- Messenger plugin preferences
- HTTP Server Input 1 plugin preferences
- HTTP Server Input 2 plugin preferences
- LPD Input plugin preferences
- Serial Input plugin preferences
- Telnet Input plugin preferences
- PlanetPressFax plugin preferences
- FTP Output Service preferences
- PlanetPress Image preferences
- LPR Output preferences
- PrintShop Web Connect Service preferences
- Editor Options
- The Process Area
- Zoom In or Out within Process Area
- Adding Tasks
- Adding Branches
- Edit a Task
- Replacing Tasks, Conditions or Branches
- Remove Tasks or Branches
- Task Properties Dialog
- Cutting, Copying and Pasting Tasks and Branches
- Moving a Task or Branch Using Drag-and-Drop
- Ignoring Tasks and Branches
- Resize Rows and Columns of the Process Area
- Selecting Documents in Tasks Links
- Highlight a Task or Branch
- Undo a Command
- Redo a Command
- The Quick Access Toolbar
- The PlanetPress Workflow Ribbon
- The Task Comments Pane
- Copyright Information
- Legal Notices and Acknowledgements
l Document to Publish group:This is where you specify the document location and type.
It is mandatory to enter valid information in all the boxes included in this group.
l USE URL: Enter a URL corresponding to the document location and name (note
that the URL must begin with either HTTP: // or HTTPS: //). The document would
typically be available from the PlanetPress HTTP Server or a regular Web server.
l File Type: Select the appropriate document type. HTML for forms that users can fill
out, and PDF for documents users can read.
l Cover Image:Enter the path to a cover image that is shown in the repository and
library list, as well as the document property. The recommended image size is
512x512 px and is required to be in JPG or PNG format. Use the Browse button to
locate an image on the local drive. The Cover Image is optional and, if omitted,
displays a default image based on the file type.
l Document Information group:In this group, you enter information that will help users
identify the document. It is mandatory to enter valid information in all the boxes included
in this group.
l Title: Enter the document name that Capture OnTheGo users will see on their
device. Choose a name that will let users clearly identify the document.
l Author(s): Enter a name identifying the document’s creator(s).
l Description: Enter a description helping users identify the document.
l Metadata group:This group lets you determine which Capture OnTheGo users can see
the document and where they will see it.
l
Recipients: Enter valid Capture OnTheGo user group names or individual user
names in this box. These names determine which users can have access to the
document. Click the button marked with a plus sign to add groups of users or
individual users to this list box. The list must include at least one entry (otherwise,
no one will be able to see the document). Note that you may enter multiple names
on a single line, granted that you use a semi-colon to separate each one. Also note
that there cannot be any spaces before or after each group or user name and that
the names are case insensitive. Click any given line to edit the information
appearing on this line. To remove a group of users or a single user, make a
selection in the list and then click the button marked with an X.
l Categories: Enter at least one valid Capture OnTheGo document category in this
box. Capture OnTheGo documents are listed by categories (Reference, Delivery
bills, Satisfaction Polls, for instance) on Capture OnTheGo app. These categories
are typically managed via the Capture OnTheGo Repository Management page.
Note that there cannot be any spaces before or after each category name and that
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