Basic form

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 Add Form > Basic Form 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:

General Tab

Option Description
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 following characteristics.
  • PNG or GIF with a transparent background
  • Dimensions: 44x44 pixels
  • Maximum size: 24 KB
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.
  • Public Access — Allow any user to access the form.
  • Restricted Access — Allow specified users to access the form.
  • Allowed Users/Groups — Specifies users who can access the form for Restricted Access. Click the browse button (...) to select users or groups.
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.
  • File Format — Specifies the file format in which to save scanned documents:
    • PDF — Saves scanned pages in PDF format.
    • Multiple Page Tiff — Saves multiple pages into a single file in TIFF format.
    • Single Page Tiff — Saves each page into a different file in TIFF format.
    • JPEG — Saves scanned pages in JPEG format.
    • PDF/A — Saves scanned pages in PDF/A format.
    Note: JPEG File Format and Black and White Color Mode cannot be selected at the same time. If a user selects Black and White at the device console while the file format is JPEG, the file format changes to PDF and the console shows a warning.
  • Resolution — Resolution (dots per inch) of the scan. Settings are 100 dpi, 200 dpi, 300 dpi, 400 dpi, or 600 dpi.
  • Original Size — Specifies the size of the original documents: Auto, Mixed, 8.5” x 11” LEF, 8.5” x 11 SEF, 8.5” x 14” SEF, 11” x 17” SEF, 5.5” x 8.5” LEF, 5.5” x 8.5” SEF, 8.5” x 13” SEF, A4 LEF, A4 SEF, A3 SEF, A5 LEF, A5 SEF, B5 LEF or B5 SEF.
    Note: LEF (Long Edge Feed) and SEF (Short Edge Feed) describe the manner in which the documents are feed into the MFP.
  • Original Type — Specifies text and photos in the original documents:
    • Text — Use this option to copy documents that contain text only. Select this option when text must be clearly copied.
    • Photo — Use this option to copy documents that contain photographs only.
    • Photo and Text — Use this option to copy documents that contain both text and photographs. Text and photographs are automatically identified and an appropriate quality mode is selected for individual areas.
  • Color Mode — Provides the color mode. The target document will be rendered in Full Color, Grayscale, or Black & White. Choose the Auto option to detect color pages and scan documents containing color pages using Full Color and documents without color pages using Black and White.
    Note: This setting is ignored and all scans will be monochrome for a device that can only scan in monochrome.

    For the following Xerox WorkCentre models, the Auto option is supported only when PDF is selected for File Format. If the Auto option and another File Format option are selected, File Format will automatically change to PDF:

    • 52xx
    • 72xx
    • 73xx
    • 74xx
    • 4112
    • 4127
    • 7120
    • 550
    • 560
  • Color Document Quality — Specify High, Medium, or Low for scanning quality of color documents. Higher quality takes longer to scan and creates larger files.
  • 2 Sided Scanning — Specifies single side or two side scanning. Choose 1 Sided, 2 Sided, or 2 Sided Rotate Side 2. The rotate side 2 option rotates side 2 of the pages for top-binding pages of a document.
  • Device Compression — This option controls if the device compresses scanned documents. The device automatically selects the compression method.
  • Device OCR — This option controls if the device processes scanned documents with OCR, allowing end users to search the output PDF or PDF/A files. If you enable this option, the scan job takes longer to complete than a scan job completed with OCR processing on the AutoStore server.
  • Image Quality — Click the button for this setting to configure the following settings in the Image Quality Settings dialog box:
    • Auto Background Suppression — This option automatically reduces or eliminates the dark background resulting from colored paper or newspaper originals. This option is disabled if the Original Type is Photo.
    • Contrast — This option controls the differences between the image densities within the image. Select a lower setting to improve the copy quality of pictures. Select a higher setting to produce more vivid blacks and whites for sharper text and lines.
    • Lighten/Darken — This option controls how the scan service processes the images of the scanned input document so the output document appears either lighter, darker, or the same as the original input document.
    • Sharpness — This option controls the balance between sharp text and moiré (patterns within the image). This feature allows you to increase or decrease the sharpness level of fine lines and edges. Adjust the sharpness values from sharper to softer, based on the quality of the input images.
Dynamic Form
  • Enable Dynamic Form — Standard behavior of a form can be modified by responding to events. Select this check box to allow the AutoStore server to load form snap-ins. Here are some examples of what enabling dynamic forms can do:
    • Add and remove fields.
    • Change field contents (Example: load the contents of a list field from a database).
    • Validate field contents before the document is scanned into the server.
  • Script path — Enter the path to the VB.NET script that contains the code to respond to form and field events. You can click the browse button (...) to locate a script file.
  • Edit Script Code — You can click this button to open a code editor window and edit the script code. If you do not specify an existing script in the Script path box, this button opens a new script with stub routines for the Form_OnLoad and Form_OnSubmit events. For details about the code editor window and the object model used to respond to form and field events, refer to the Xerox EIP Connect Scripting documentation by clicking Help in the code editor window.
  • Raise event when: — The following options specify when the form raises events:
    • Form is loaded — Select this check box to cause the form to initiate an event every time the user enters the form.
    • Form is submitted: — Select this check box to cause the form to initiate an event every time the user presses Scan button in this form.
  • Run as device logged in user — Select the check box if you need the script to run under the authentication context of the logged on user. This option should be used carefully and only in cases where you need to access system resources that require explicit authentication. Whenever possible specify user names and passwords in the script. You can use .NET Framework features, such as encryption, to hide passwords from view when editing the script. Keep in mind that the Run as device logged in user option is only available if the group requires authentication and the Authentication Type specified on the Authentication tab is Windows (see Authentication Tab).

Fields Tab

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 (*).

Column Description
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 Required field to configure settings for a field type.

The following field types are supported:

  • Checkbox — Allow users to set true/false values by selecting or clearing a check box in a form.
  • Date — Allow users to enter date values based on selected date formats.
  • List — Allow users to select an item from a list of choices.
  • Lookup List — Allows users to dynamically retrieve values from an ODBC data source.
  • Numeric — Allows users to enter numeric values.
  • Text — Allows users to enter plain text, such as sentences, names, numbers, dates, and times.
  • Tree — Allows users to select an item in from a list of choices in a tree.
Required field (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 (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.
Required field (Properties) Click the browse button (...) to edit additional properties for a particular field type.

Components Tab

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.