PDF Metadata

This activity can read and write PDF metadata values.

How does this activity look in the Designer Pane?

To add this activity to a workflow definition

• Drag it from the Toolbox Pane and drop it in the Designer Pane.

To configure this activity

Select the activity in the Designer Pane to configure the following property boxes in the Properties Pane.

• Activity Name

  Once added to a workflow definition, the default name of an activity can be changed. Providing a custom name for an activity helps you remember the role it plays.

  To name an activity

  1. Add an activity to your workflow by dragging it from the Toolbox Pane and dropping it in the Designer Pane.
  2. Select the activity in the Designer Pane.
  3. Under Activity Name in the Properties Pane, replace the default name.

  

  Note: Activity names cannot be the same as any other activity name in the workflow, they cannot be the same as the workflow's name, they must be less than 100 characters, they must contain at least one alphanumeric character, they cannot be "Name," and they cannot be the same as the activity's runtime type (which is usually only an issue with custom activities).

• Activity Description

  Use the Activity Description to provide descriptive text to help you remember the role that the activity plays in the workflow. All activities contain a default description that you can modify while constructing your workflow.

  To modify an activity description

  1. Add an activity to your workflow by dragging it from the Toolbox Pane and dropping it in the Designer Pane.
  2. Select the activity in the Designer Pane.
  3. Under Activity Description in the Properties Pane, replace the default description.

  

• PDF File

  This property box determines which document will be modified.

  To configure File to Attach

  1. Add the PDF Metadata activity to your workflow definition by dragging it from the Toolbox Pane and dropping it in the Designer Pane.
  2. Select the activity in the Designer Pane.
  3. Under PDF File in the Properties Pane, select and configure one of the following options in the drop-down menu next to Source.
  • Workflow Server local disk: Select this option to choose an electronic document saved on the Workflow Server computer.
  • Enter the desired electronic document's file path. Alternatively, click the Browse button (ellipsis) to browse for a file on the Workflow Server, or click the Token button (right arrow) to use tokens to specify a file path.

  Note: You must have file browsing enabled in the Workflow Administration Console to browse for a file on the Workflow Server local disk.

  • Server Attachment: Select this option to choose an electronic document attached to the Workflow Server. You can also attach documents to the Workflow Server with this option. These documents will be available to any Workflow Designer on the Workflow Server.
  • Use the drop-down menu to select an electronic document that has been attached to the Workflow Server.

  Note: If the document you want to attach is not in the drop-down list, you will need to attach the desired document to the Workflow Server. After you attach the desired document to the Workflow Server, the document will appear in the drop-down list.

  • Activity: Select this option to attach a PDF file created by an activity in your workflow.
  1. Click the Browse button (ellipsis) to open the Select File dialog box.
  2. Click the green arrow next to the PDF file activity to attach.
  3. Click OK.
• Metadata Items

  1. Add the PDF Metadata activity to your workflow definition by dragging it from the Toolbox Pane and dropping it in the Designer Pane.
  2. Select the activity in the Designer Pane.
  3. Under Metadata Items, click Read to bring up the read PDF metadata item dialog or click write to bring up the write to a PDF metadata item dialog.
  • Read a PDF Metadata Item
    1. In the Metadata Name text box, type in a value or click the token button (right arrow) to use tokens for the metadata item that will be read.
    2. Click the OK.
  • Write a PDF Metadata Item
    1. In the Metadata Name text box, type in a value or click the token button (right arrow) to use tokens for the metadata item that will be written.
    2. In the Value text box, type in a value or click the token button (right arrow) to use tokens for the value that will be used.
    3. Click the OK.

  Example: Valid metadata names include title, author, and subject. For information on additional PDF properties and metadata, see the Adobe Acrobat documentation.

Note: If you have more than one connection profile for your workflow definition, the Connection Profile property box lets you specify which connection profile this activity will use.