2021.1

l Use the Update Data Records plugin.
l Add an Output task and check the option Update records with Metadata.
l Select Metadata as the data source in the Create Preview PDF plugin.
Note
Many of these actions can also be performed using REST calls.
Please refer to PlanetPress Connect Workflow documentation for more information about the
plugins involved.
Fields
Extracted data are stored in fields in the Data Model (see "The Data Model" on page267).
Fields can be present on different levels: on the record level or in a detail table (see "Detail
tables" on page312).
They can be moved up or down and put in groups (see below).
Fields with data belong to an Extract step and are accessible via the Step Properties pane (see
"Extract step properties" on page344).
Location-based fields always contain extracted data: they read data from a certain location in
the data source.
Other fields may contain the result of a JavaScript (expression-based fields, or fields filled by an
Action step) or the value of a property (property-based fields).
Adding fields
Location-based field
Generally, location-based fields are added to a Data Model by extracting data; see "Extracting
data" on page231. Location-based fields in detail tables are created by extracting
transactional data; see "Extracting transactional data" on page238.
Alternatively, you can add fields and detail tables directly in the Data Model pane (see "Adding
empty fields via the Data Model pane" on page274).
After adding a field or detail table this way, you can drag & drop data into it to convert it into a
location-based field. Without data it is not accessible via the Step properties pane.
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