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
Properties
General Tab
l Document Origin group:
l Document to process:Determines where the document information is read
l From Metadata:Select to use the current document available in the metadata
generated by the Capture Field Processor.
l From Specific ID:Select to specify an exact Document ID from the database.
This document does not need to be loaded as a data file or its metadata
manually obtained, as this task simply looks up the information directly in the
PlanetPress Capture database.
l Document Type group
l Get all documents:Get all the documents that have been updated, according to the
metadata.
l Get closed documents only: Get only the documents that have been closed in this
process, according to the metadata.
l Close document after retrieval: Once the task has retrieved the document from the
Capture database, the document will be closed even if it is incomplete.
l Annotate PDF: Add annotations to the PDFthat describe each Capture field and the ink
that is included in those fields. Note that not all PDFreaders support annotations.
Examples &Use Cases
This task is put into effect in the following use cases and example processes:
l Basic Functional Capture Workflow
l Capture Post Processing Workflow
l Capture Web Manager Workflow
On Error Tab
The On Error tab is common to all tasks. Details can be found in the" Task Properties Dialog"
on page777.
By default, any action task, branch, splitter or condition that generates an error will simply be
ignored, and the task just under it (not within a branch)will be given control of the job file
Page 504