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
Properties
General Tab
l SharePoint Site:The name of the SharePoint site where you want to send the files. You
can click on the Refresh button to display a list of sites on your SharePoint server.
l Document Library:The document library where you want to send the files. You can click
on the Refresh button to display a list of libraries on the SharePoint site selected
previously.
l Folder:The folder location in the document library where your files will be sent. You can
click the Browse button to display your folder structure. In the Browse Folders dialog,
click on the folder you want to use and click OK.
l Force folder creation:If the folder does not exist, it will be created.
l Error if the file name exists:Task will generate an error if the file name is already there.
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.
Page 428