Send to Workflow dialog

The Send to Workflow dialog sends selected templates, data mapping configurations and Print Presets to the PlanetPress Workflow server.

  • Configurations: Initially this list contains the Connect template and data mapping configuration that are currently open, and the Job Creation Preset and Output Creation Preset that were last modified.

    • Browse: This button opens the Select Files dialog that lets you add one or more templates, data mapping configurations and Print Presets to the list.
    • Select Preset: Opens the Select Preset dialog. This dialog lists all Print Presets found in the folder: C:\Users\[UserName]\Connect\workspace\configurations. Where [username] is replaced by the appropriate Windows user name.

      Actually, the path may not begin with 'C:\Users', as this is language-dependent. On a French system, for example, it would be 'C:\Utilisateurs'.

      Type %userprofile% in a Windows File Explorer and press Enter to open the actual current user's home directory.

      There are two ways to make it easier to find the file that you need:

      • The Show drop-down list lets you select the type of preset that you want to open.
      • In the Filter field, you can enter (part of) a preset name to filter the list for matching presets.

      Select one or more Print Presets to add them to the list of configurations in the Send to Workflow dialog.
    • Delete: Deletes the selected file from the list of files to send.

  • Workflow Server: Use the drop-down to select where to send the files. This lists all the detected PlanetPress Workflow installations detected on the network.
    If Workflow is installed on another computer, Workflow must be configured to accept files coming from another host (via the Access Manager).
    The Messenger service, which is used for inter-module communication, uses ports 5863/5864 by default (see Firewall/Port considerations).
  • Send: Sends all selected Connect files to the selected Workflow Server. You can use the topmost checkbox to select all of the listed files at once.
  • Cancel: Click this button to close the dialog without sending files to Workflow.