8.7
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Workflow 8.7.1
- 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 Types
- 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
- Additional Information
- Copyright Information
- Legal Notices and Acknowledgements
Restrictions
l
Each Laserfiche Repository Output task uses a connection to Laserfiche. You can use
as many Laserfiche Repository Output tasks at the same time as your Laserfiche
license allows. If you see the error message ‘The session number was exceeded’ in the
PlanetPress Workflow Service Console, it means you have exceeded your allowed
number of connections.
l To use the “Use PlanetPress PDF/A archives” option,make sureto:
l Check the field as Multiple, select CHAR type and enter the width fields in
Laserfiche administration console as long as your PlanetPress fields.
l Insert a folder path to your PDI source files in the PlanetPress Image archive folder.
l If a field is checked as Required in Laserfiche administration console, fill the field value.
l If you want to assign an Informational Tag, do not check the Security tag option in the
Laserfiche administration console.
l If the output repository folder does not have access rights to read and create documents,
the task will not be able to export documents to the selected Laserfiche folder.
l If you intend to use PDI for number type, your decimal separator in both your Regional
and Language Options and in PlanetPress Index (PDI) numbers should be a dot (".").
l
The Laserfiche output task will only work if an activated PlanetPress Image is found,
either locally or on the network.
Lookup in Microsoft® Excel® Documents
The Lookup in Microsoft® Excel® Documents action task is used to complement your job
file's metadata by retrieving data from a Microsoft® Excel® spreadsheet on your system.The
data retrieved is based on existing data in your metadata, and it will either be added to your
metadata or will append or replace your existing metadata if it exists.
Fields on any level (Page, Datapage, Document, Group, Job)can be used, and the result field
will be added on the same level as the lookup field.
Note
This task will automatically "loop" through the metadata and repeat its action for each of
your metadata's data pages. This task should not be placed after a Metadata Sequencer
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