› User interface › Forms › Work with forms › Customize the capture forms

Customize the capture forms

Customize a capture form generated for activities such as Scan, Validation, Verification and Document review.

The input and output variables for the activity appear as controls on the generated form. You can add new controls, move controls, and remove existing controls.

When importing an image through the Web capture control that is configured in capture forms, the imported image is displayed outside of the control. We recommend not to use Web capture control on capture forms. If you decide to use, configure the Web capture control to hide the scanning buttons such as File upload.

  1. Open the capture form to customize.

    • The capture control appears. For example, validation control appears on a validation form.

    • The existing properties of the form are displayed in the properties panel.

    • Additionally, the Refresh interval and Override table auto-height settings are also available. The Refresh capture form action is available for Scan activity form.

  2. Add additional controls as needed.
  3. You can associate the form with another process.
    1. On the Form modeling bar, click File > Associations.
    2. Under Update associated file select the Process to associate the form with.
  4. Click Update.
    The form is updated with the selected process and activity/extraction group.
  5. Customize the layout and properties as needed. See Configure a composite control.

    When you take the manual capture activity at runtime, the latest released version of the form loads. The input and output variables appear on the Activity tab of the Composite Capture control.

  6. Close the form.
To manage activities:

  • Take and complete activities at runtime.

  • Take and complete ordinary activities after generating a Create new job form. See Build a Create new job form.

  • Take and complete the capture activities after generating a Scan create new job form. See Build a Scan create new job form. Uncommitted documents eventually expire. If this occurs, the system generates a warning. Cancel and retry your action.

Configure the main toolbar and image viewer toolbar commands

You can configure a capture form (generated for Scan, Validation, Verification and Document review activities) at design time to selectively hide all or individual buttons on the main toolbar and the Image viewer toolbar at runtime.

If a command is disabled, appropriated toolbar button is hidden at runtime and corresponding keyboard shortcut does not work. If you open the shortcut help window (by pressing the Ctrl key), all the hidden commands are excluded from this window.

  1. Navigate to User interface > Forms.

    The Forms page appears.

  2. Click the capture form to open.
  3. In the Properties panel of the form, click the Configuration tab.
  4. To restrict an individual button from displaying at runtime, do the following in the Main toolbar commands group:
    1. Select the button/label such as Delete document, from the table, and click on the header.

      The selected button/label name appears in the Name field.

    2. Clear the checkbox for Enabled.
    3. Click OK.
    You cannot disable the following commands: Complete activity, Complete activity and Take next, Cancel activity, Create job, Scan and Scan all.
  5. To restrict an individual button from displaying at runtime, do the following in the Image viewer toolbar commands group:
    1. Select the button/label such as Add sticky note, from the table, and click on the header.

      The selected button/label name appears in the Name field.

    2. Clear the check box for Enabled.
    3. Click OK.
  6. Click Close.