Create a form when your workflow requires capture of index data. To add a form, fill out the following two tabs:

General tab

Components tab

General tab

Field Name Description
Form Name The name of the form to be displayed on the SendMe application hierarchy.
Form Fields Add fields by clicking on the new field button, labeled by N on the first column header. After you add a field, you can press the Tab key to navigate between field attributes and to add additional fields.

For each field you can configure the following attributes:

  • Field Name — Field name is a string type and can be any alphanumeric characters. Use of special characters (~, &, <, >,%,", etc.) are not recommended.
  • Type — Click to select one of the supported string types:
    • Boolean
    • Date/Time (see Date and time formats)
    • String
    • String list

      Click the Properties button to enter values for the list. Optionally, you can click Import or Export to import or export a string list in CSV (comma separated value) format.

  • Required — Select the check box in the column labeled by R to require the user to enter data in a field.
  • Help Message — Provides space to type a help message that is displayed in the client as a tool tip when the mouse cursor is moved over a field on the form. This can be used to guide a user who is entering data in a form.
  • Properties  — Click the browse button (...) in the column labeled by P to set the field attributes.

Components Tab

The Components tab lists processing and routing components in a workflow, their description, type, and the configuration button to set component options. The configuration button is labeled by the browse button () in the last column of each row.

Select a component by clicking the configuration button and configuring options in its properties dialog box. For some components, you have to explicitly activate the component by selecting the Activate button in its properties dialog box. Others are activated after you configure options that allow them to function, such as the destination folder for the Send To Folder component.