Build a Device Create New Job form

Generate a Device Create New Job form to create a new job based on a process, case, or case fragment. View the generated form using the phone device or MFP. The generated capture form has the following format: ProcessName>_<ActivityName>_<form type>. For example, in the LoanApproval_VerifySalary_Device form, LoanApproval is the process name, VerifySalary is the activity name, and Device is the form type.

Note You can generate only one form for an activity.

Each Device Create New Job form has both name and a title The name is used when viewing forms in the Designer and Device Management pages. The title is used when actually displaying the form on the device screen. All the fields appear as corresponding controls on the generated form. You cannot add new controls to the form but you can move the controls as needed. You can modify the properties of the form. See Configure the properties of a form and Configure advanced properties of a form.

The Device Create New Job form supports certain properties and events. See Additional information on Device Create New Job form.

  1. On the Home page, click Form Designer > Device Create New Job.

    The Device Create New Job Form page appears.

  2. On the Explorer, click Processes.

    A list of processes appears.

  3. Consume the Processes to use.

    See Handling MFP scans with or without image processing for more information on how TotalAgility handles scans if the Device Scan/VRS profile is assigned or not assigned to a Device Create New Job form.

  4. Ensure to configure the following properties for the process:

    • Set the Initialize From Scan property to Yes.

    • Use document or folder type variable as an initialization variable.

    • Use a Classification Group.

    • Set the Precondition for the first activity in the process to [scanned] >0.

      Note Using this precondition ensures that the processing of the job does not progress until all the images are uploaded.

  5. Click either of the following:

    • Generate: To save the form.

    • Generate and Release: To save and release the form.

Add labels to a Device Create New Job form

You can add labels to a Device Create New Job form so that you can present long text information at the MFP panel. This feature is currently used only on Ricoh MFPs.

  1. Click the Device Create New Job form to open in the design view.
  2. On the form toolbox, click the Label to add to the form.
  3. Configure the properties of a label. For example, enter the text in the Text property box to appear on MFPs.
    This appears as a label on Ricoh MFPs and a read-only field on other MFPs.
  4. Save and release the Device Create New Job form.
    Note When you open the Device Create new Job form on a Ricoh MFP that contains a label control with long text strings, an ellipsis (...) button appears next to the text. Clicking the ellipsis button displays the full text in a window.