Form

Add a form when a workflow requires capture of index data.

To create a form, configure options on the following tabs:

General tab

Components tab

General tab

Table 1. General options
Option Description
Form Name The name of the form to be displayed on the desktop hierarchy. A maximum of 32 characters are displayed by the AutoCapture client.
Icon File Specifies an image icon file for this form. This image will be displayed on the AutoCapture Client menu. An icon image is a 12x12 pixel image stored in BMP, GIF, or JPEG format. This entry is optional.
Tags Specifies one or more words or unspaced phrases separated by the comma (,) character that may be used to filter forms in a client application.
Button Name The button name that will be displayed at the lower right corner of the form. Use a descriptive action name such as "Submit".
Form Type Choose one of the two form types:
Local Form
Form is defined locally through the form dialog by configuring the fields, style sheet, and scripting options.
Web Form
Create a web app/form and provide the URL. The web app/form will be displayed in web form enabled AutoCapture clients.
After the user clicks the Submit button, all the standard HTML control name/value pairs along with any hidden fields (the name of the hidden field must end with _RRT) are captured as RRT enabled meta data for the captured documents.
Local Form Style Sheet — Enter the name of an XSLT style sheet. The style sheet contains templates that match XML element names for field types (ACBoolean, ACButton, ACDateTime, ACLabel, ACNumber, ACString, ACList, ACStringMultiline). If you leave this field blank, the AutoCapture default style sheet is enabled.

The default style sheet is AC.xslt, which is located at the AutoStore installation directory. The style sheet contains templates that match XML element names for field types (ACBoolean, ACButton, ACDateTime, ACLabel, ACNumber, ACString, ACList, ACStringMultiline).

You can copy the default style sheet and use it as the basis for creating your own XSLT style sheet that formats your form. When a user right clicks on a file and selects a form, the AutoCapture client retrieves the form definition from the server in XML format. The form definition has all the field setting definitions for the form. The XSLT style sheet specified here transforms the field definitions to display in HTML format. The HTML code uses the cascading AC.css, also in the AutoStore installation directory, which you can edit to change how content is styled, as defined by your business needs.

Whether you copy and modify the default XSLT style sheet or create your own from scratch, your XSLT style sheet must render of the ACForm element as defined in the AutoCapture XML schema.

If there are references in the custom XSLT style sheet to external files, you can enter a "comma" or "semi-colon" separated list of files in the following order:

  1. Style sheet name
  2. Image file name(s)
  3. Java scripts file name(s)
VBScript

Script File — Enter the VB Script file name for loading/validating the index data on the client.

Run on form load — If this option is checked, the provided script file will be executed on the server prior to loading the form on the script enabled client.

Run on form validate — If this option is checked, the provided script file will be executed on the server to determine if the form data submission is allowed.

Form Fields

Add fields by clicking on the new field button, labeled by N in the 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 field attributes:

  • Name — Field name is a string type and can be any alphanumeric characters. Use of special characters (~, &, <, >, %, ", /, \, :, ?, | ) are not recommended.
  • Type — The supported string types are:
    • Boolean
    • Button
    • Date/Time (see Date and Time Formats)
    • Label
    • Number
    • String
    • String list

      Optionally, in the field properties you can click Import or Export to import or export a string list in CSV (comma separated value) format.

    • String Multiline
  • Required (R) — Select this 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.
  • Execute script column — Select the check box in this column to execute the specified VBScript on the server when the field value changes. This column only appears when you specify a Script File for a form.
  • Properties (P) — Click this button, ... in the column labeled by P, to configure properties for the selected field type.
  • SnapIt (S) — Click this button to designate the form field to be available to QuickCapture Pro SnapIt application.
    Note: Configuring this field is only required if the user wants to use AutoCapture forms with QuickCapture Pro SnapIt application. If the user is not using QuickCapture Pro application, this field can be ignored.
Web Form
  • Address — The URL address of the web form that to display in the client.

If the web form contains a QuerySubmit JavaScript function, then it will be called when the user tries to submit the form. The QuerySubmit function will allow the web form to do any required validation and display any potential messages. If the function returns False, the form is not submitted, if the call returns True then the form data/document will be submitted to the workflow server.

On submission of the form, all the standard HTML control name/value pairs along with any hidden fields (the name of the hidden field must end with _RRT) will be captured as RRT enabled meta data.

RRT Fields A comma-separated list of field names contained on the web form to be populated in the available RRT window when configuring the other components in the task. This field is optional as RRTs may be entered in the fields on the web form using RRT syntax (for example, ~ACC::%WebForm_Field1%~ ).

Components tab

This tab lists processing and routing components in a workflow, their Name, Description, and Type. To activate or configure a component, click the browse button () in the last column (C) of the table.

Clicking the browse button opens the the properties dialog box for a component. For some components, you have to explicitly activate the component by selecting the Activate check box in the component properties dialog box. Others are activated after you configure options that allow them to function, such as specifying a destination folder for the Send To Folder component.