How to add a dynamic form

You can modify the standard behavior of a form by configuring it to respond to events.

You can create a dynamic form to:

  • Add and remove fields.
  • Change field contents (for example, load the contents of a list field from a database).
  • Change form scan settings.
  • Validate field contents before the document is scanned into the server.
  1. Confirm that the Toshiba Unified Client properties dialog box is open.
    To open it, either double-click the Toshiba Unified Client capture icon in a task or right-click the icon and click Properties on the shortcut menu.
  2. Expand a group or menu, click the form, and then click Edit on the menu bar.
    To create a new form, click the group or menu and then click Add Form. See How to add a basic form.
  3. In the Dynamic Form options on the General tab, select the Enable Dynamic Form check box.
  4. In the Script Path box, enter the path to the VB.NET or C# script that contains the code to respond to form and field events.
    To Do this
    Use an existing script Click the browse button (...).
    Edit a script Click the Edit Script Code button to open a script editor window.

    For details about the script editor and the object model used to respond to create and handle events, click the help button Help button in the script editor to view the Kofax Unified Client for Toshiba v 1.0.

  5. Select check boxes next to form events that require a response.
    Select check box To
    Form is loaded Raises an event every time the user enters the form.
    Form is submitted Raises an event every time the user presses Scan in the form.
  6. Select the Run as device logged in user check box if you need the script to run under the authentication context of the logged-on user.
    This option is only available if the group requires authentication and the configured authentication mode is Windows.
    CAUTION:
    Whenever possible, specify user names and passwords in your script. Use this option only in cases where you need to access a system that requires explicit identification. Use available .NET technologies such as encryption to hide the passwords from view when editing the script.