2019.2

Use cases
Here are some examples of how the Lookup in Microsoft® Excel® Documents task could be
used in combination with PlanetPress Design documents.
Use case 1: Send personalized emails with promotional document attached
A PlanetPress Design document takes a PDF file as the input data file, and reproduces it
exactly as it enters. The document also contains a custom data selection set to hold an email
address. The data selection's value is given by a Metadata Field called 'Email'. The value of
this Email Metadata field is a region from the sample data file representing the customer
number. At production time, the Lookup in Microsoft® Excel® Documents action task will
replace the value of this Metadata field with the corresponding customer email.
Use Case 2: Translate a list of line items descriptions into a given language
A PlanetPress Design document takes as input a transactional PDF file, and reproduces it
exactly as it enters. Metadata fields called ItemDesc are created, one for each line item
description, at the data page level. Each ItemDesc Metadata field is given the value of a line
item description as found on a region of the current data page. The line item descriptions
appearing on the resulting page produced by the design tool are custom data selections whose
value come from the corresponding ItemDesc Metadata fields. The Lookup in Microsoft®
Excel® Documents action task updates the value of all 'ItemDesc' Metadata fields with their
corresponding foreign language descriptions.
Input
Any compatible data file. This task requires Metadata to be present.
Processing
The task parses each level of the Metadata and, for each field of the specified name it finds, a
lookup is made. If a field of the same name appears on multiple levels, the lookup will happen
for all fields, on all levels, individually.
Output
The original data file is unchanged. Metadata is updated according to the specified criteria.
Page 526