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Use Data and Metadata Files Attached to Documents

This feature was introduced in PlanetPress Suite 7.3.

Data Files

When sending a PlanetPress Design Document from PlanetPress Design to PlanetPress Workflow, all data files used in the document are automatically sent to PlanetPress Workflow along with the Design Document. These data files appear under the Design Document in the Documents section of the Configuration Components.

To set an attached data file as a sample data file in a process:

  1. Make sure the Documents section is visible by clicking the expand button if it appears.
  2. Expand the document (name.ptk) by clicking the expand button.
  3. Right-click on the data file, then click Set as sample data file.

To view an attached data file:

  1. Make sure the Documents section is visible by clicking the expand button if it appears.
  2. Expand the document (name.ptk) by clicking the expand button.
  3. Double-click on the data file to open the data selector.

Double-clicking on the data file does the same thing as right-clicking on it an then selecting Set as sample data file. Clicking Cancel instead of Ok after viewing will prevent this action from being taken.

To save an attached data file to disk:

  1. Make sure the Documents section is visible by clicking the expand button if it appears.
  2. Expand the document (name.ptk) by clicking the expand button.
  3. Right-click on the data file, then click Save sample data file.

Metadata

When a Design Document uses Metadata, it can also be attached with the document. One Metadata file is generated for each data file attached to the Design Document. Metadata does not appear in the Configuration Components but it follows the data file and can be viewed from the Metadata tab whenever the data file is viewed through the Data Selector.