How to add fields to a form

Fields define data that is passed from a form to process and capture components in an AutoStore workflow. Configure fields to collect information from the user or to pass default or calculated values on to subsequent AutoStore components.

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. Click the Fields tab to view the fields list.
4. In the Name column, type the name of the field.
   The name can be any combination of alphanumeric characters. Special characters (for example, ~, !, @, #, $, %) are not allowed. The maximum number of supported characters for this field is 64.
5. In the Display column, type an alternative text to represent the field in the MFP panel.
   If the Display column is left empty, then the field name will be used instead.
6. Select how the data for the field is collected by selecting an option from the Type column. The following field types are supported:

   Field Type	Usage
   Text	Enter unformatted text into a text box such as sentences, names, numbers, date, and time.
   List	Presents a list of choices to the user. To remove list items from the selection box on the device console, a user can select one or more items, swipe right or left, and then press the trash icon that removes the selected items.
   Tree	Lists choices in tree from.
   Checkbox	Set yes/no or true/false values by selecting or clearing a check box.
   Numeric	Enter numeric values.
   Date	Enter date values based on selected date formats.
   Lookup List	Allow users to dynamically retrieve values from an ODBC Data Source.
   Label	Displays informative text on a form.
   Button	Click a button to trigger customized events on the server that manipulate a form.

   You can click the browse button (...) in the last column of the table to configure properties for field. This displays a properties dialog box with settings for the selected field type.
7. To require users to enter data in a field before submitting a form, select the check box in the required field column.
8. To trigger an event when the value of the field changes, select the check box in the "notify server on change" column.
   You can respond to this event in the script configured for the dynamic form section in the general tab. For details on how to respond to form and field events, refer to the Kofax Unified Client for Toshiba v 1.0, which can be opened by clicking the help button in the script editor.
9. To remove a field form the form, click in the first column to select the field row, and then press the Delete key on the computer keyboard.
10. Click the OK button to save your changes.