8.8
Table Of Contents
- Table of Contents
- Welcome to PlanetPress Workflow 8.8
- 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
- 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
- PlanetPress Fax 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
l "Run Script" on page409 tasks can also modify metadata using the Metadata API
(See "Using Scripts" on page91).
l The "Barcode Scan" on page279 task can add information to the existing metadata,
and creates it if there is none.
l The "Capture Fields Generator" on page482, "Capture Fields Processor" on
page486, "Get Capture Document" on page502 and "Find Capture Documents" on
page497 tasks generate their own metadata.
l The "Lookup in Microsoft® Excel® Documents" on page440 enhances metadata
fields with information from an Excel spreadsheet, but does not otherwise change its
structure.
Examples
l "Daily Sales Report from PDF Files" below
Daily Sales Report from PDF Files
This workflow makes heavy use of both PDFTools and Metadata, and assume that you are
using PlanetPress Workflow version 7.3 or higher.
This single process workflow generates a daily sales report for any sales rep inside of a
company which made at least one sale. It does this by capturing the invoices generated within
a specific day, putting all the invoices for each sales rep in a single PDFand then sending it to
the sales rep.It does this using several specific metadata tasks as well as a quick lookup in an
external Excel spreadsheet.
Resources
l PDF-DailySalesReport-Workflow.zip
Task Breakdown
l The initial input is the "Merge PDF Files" on page243, which retrieves and merges all the
PDFfiles inside of the specified folder. Once a single PDFis created, the task also
optimizes the PDF(to avoid duplicating images and font definitions for each page)as well
as generates a basic Metadata structure containing a single document with one Data
Page per captured PDF.
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