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 Switch conditions:Click to swap two conditions on the same level, or
two groups of conditions.
l Delete the selected condition:Click to delete the currently selected
conditions in the list.
l Clear the rule: Click to delete all rules in the list. Note:This cannot be
undone.
l
Import a rule:Click to open the Browse dialog and load a Rules file.
This will load its rules into the list.
l
Export the rule:Click to open a Save dialog and save the Rules file to
disk.
l Rule Viewer:Displays a text-based view of the condition using operators and
parentheses.
l Sort contents:Defines how records are sorted.
l Sort items based on: Displays the current sorting method. To modify
the sorting method, click on the [...] button at the right of the box to open
the Sort Parameters dialog.
l Metadata:Uses existing metadata, generally the output of a "Execute Data
Mapping" on page591 or a "Retrieve Items" on page609 task set to retrieve
Records or Record Sets. This source has no options as it expects valid metadata.
l PDF/VT with Content Creation:Expects a PDF/VTfile as an input and executes
basic data mapping on the file. This is the same as using the passthrough option in
the "Execute Data Mapping" on page591 task. Content Items are created
automatically. When this source is selected, the Content Creation tab is disabled.
Note
Once the All In One plugin has been executed with this option selected, any
task that attempts to access records in the database will fail.
Content Creation Tab
The Content Creation tab generates Content Items either by merging a Record Set with a
Template, or by processing a PDF/VTfile into individual content items.
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