Use a basic form to collect general information for a workflow.
Add forms on the Groups tab of the Xerox EIP Connect configuration dialog box. To add a basic form to a process, first click any group or menu node and 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. These tabs provide options that may be configured for every type of form.
When setting up any type of form, the following three tabs must be configured:
|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. The maximum number of characters allowed in the form name is 25.|
|Icon||Specifies an icon to be associated with this form. Enter the path where the image
is stored. The image must have the
|Single Touch Mode||Select this check box to begin the scanning process upon selection of the form. The user will not be prompted for any selections on the device panel.|
|Access Control|| Specifies who can use a form.
|Scanning Settings||This table lists all the available scan settings for the device. Default scan settings
can be configured in the
Options column. A default scan setting is used when a user does not change the setting at
the device panel.
Configure the fields that will be presented to the user. Add a field by entering data on the last line, which is marked in the first column by the asterisk (*).
|Name||The field name should be unique among the other fields within this form. 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 ~XED::%Field1%~.|
|Display||The text which is displayed above the field at the device panel.|
|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)||Select this check box to require users to enter a value in a field before they can submit a form. This check box is unavailable when it does not apply for a particular field type or field setting.|
|(Notify server)||Select this check box to trigger an event when the value of the field changes. The event can be responded to in the script specified in the Dynamic Form section on the General tab.|
|(Properties)||Click the browse button (...) to edit additional properties for a particular field type.|
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.