Use the Basic form captures general information for a basic workflow.
Basic forms are added and edited on the Groups tab of the Kyocera MFP (HyPAS) configuration dialog box.
- To add a basic form to a process, click a group or menu node then click on the menu bar.
- Configure options for a basic form on the General, Fields, and Components tabs in the Form Settings dialog box.
When you set up any type of form, the following three tabs must be configured in the Form Settings dialog box:
General Tab Options
|Name||The name of the form to be displayed on the MFP panel. For example, if this form is used to send the scanned documents to the user’s home directory, then name the form "Scan to User’s Home Directory". This name must be unique among the forms at the current nesting level.|
|Icon||Specifies an icon to be associated with this form. Enter the path where the image is stored. The image must be 64x64 pixels, saved to a PNG or JPEG file that is no larger than 24 KB.|
|Single Touch mode||Select this check box to begin the scanning process immediately after a user selects the form. The user is not prompted for selections of any kind.|
Specifies who can use a form.
|Scan Settings||This table lists all the available scan settings and specifies the
default value for each setting. The default value is used when a user does
not change a setting at the device panel.
The Setting column identifies the setting to be configured, the Options column specifies the default setting for an option. Select the Allow Changes check box to allow users to change a scan setting at the device panel. This check box is initially selected for all scan settings.
This table allows you to configure the following scan settings:
|PDF Encryption||Click this button to open the PDF Encryption Settings dialog box to enable and configure encryption for the PDF or High compression PDF file format. For more information, see PDF Encryption Settings.|
Fields Tab Options
Configure the indexing fields that will be presented to the user. Add a new field by typing in the empty Name box on the last row. Delete a field by clicking in the first column to select the field and then pressing the Delete key on the computer keyboard.
|Name||The field name should be unique among the other fields within this form.
This name is displayed for the field on the device panel. The field name
labels the RRT that returns the field value at run time. For example, if the
field name is "Field1", the RRT is ~K20::%Field1%~.
The name can be any combination of alphanumeric characters. Spaces and special characters (for example, ~, !, @, #, $, %) are not allowed.
|Display||The label that represents the field in the MFP panel. The field name is used if this column is left empty.|
|Type||Enter the field type. A field type represents the format by which data
is collected at the device panel. Regardless of field type, the result will
be in text format. Click the browse button (...) in
the properties column to configure settings for a field type.
The following field types are supported:
|(Required)||A field is required when this check box is selected.|
|(Properties)||Click the browse button (...) to edit additional properties for a particular field type.|
Components Tab Options
This tab lists process and route components in the workflow. Configure a component for this form by clicking the browse button (...) in the (Configure) column for a row. This opens the configuration dialog box for the component. You can click the Help button in the configuration dialog box for component instructions.
|Name||Shows the name of a component.|
|Description||Briefly describes what the component does.|
|Type||Shows whether the component is a Process or Route component.|
|(Configure)||Click the browse button (...) to open the settings dialog box for a component. You can click the Help button in the component settings dialog box to view the help for the component.|