Form Selector

The Form Selector node is used to attach created, interactive forms to workflows in order to allow interaction with otherwise automated processes. Using a form at the MFP Panel, you can enter identifying information about your scanned documents as well as choose additional options, such as conversion formats and specific scan destinations. Within a workflow, the Form Selector node can be placed anywhere a process node would be valid.

When combined with one of the People Nodes, you can enter data into the form from within Dispatcher Stratus.

To open the Form Selector node’s configuration window, add a Process node for the Form Selector to your workflow and double-click on it.

Configuring the Form Selector

• Enabled - To enable this node in the current workflow, ensure the Enabled toggle is to the right. By default, nodes are enabled upon creation. If you disable the node, the workflow will ignore it, and documents pass through as if the node was not present. Note that a disabled node does not check for logic or error conditions.

• Node Name - The node name defaults to this field. This name appears in the workflow below the node icon. Use this field to specify a meaningful name for the node that indicates its use in the workflow.

• Node Description - Enter an optional description for this node. A description can help you remember the purpose of the node in the workflow or distinguish nodes from each other.

Buttons

• Help - To access Online Help, click this button.
• Cancel - To exit the window without saving any changes, click this button.
• Save - To preserve your node configuration and exit the window, click this button.

Using the Form Selector

In order to configure the Form Selector node, you must first have at least one cloud connector node in the workflow or one configured and published custom form. The Form Selector node allows users to update workflow configurations at the MFP or other device. To configure the Form Selector node, do the following:

1. Available forms appear in the two areas on the left: Custom Forms and Node Forms. The Custom Forms area displays forms that have been created with the Form Builder, validated, and published. The Node Forms area displays any cloud connector nodes that have been added to the workflow. Select the form or forms you would like access to when using the workflow. They will automatically populate in the Selected Forms area on the right side of the node window, as in the following illustration:

   

   Notes:

   • Forms are added to the Selected Forms area in the order in which they are selected.

   • Forms can be edited by selecting the Edit icon on the right side of the Node Forms area. This will open the Form Builder or the associated node configuration window.

2. In the Selected Forms area, drag and drop any of the selected forms to update the order in which you would like them to appear to a user at an MFP.

3. Select the Save button to save the configuration.

Forms at the MFP

After running a workflow with a properly configured Form Selector node, you will be able to use the form at the MFP. The two types of forms display slightly differently at the MFP.

Node Forms

There are several buttons at the top of the screen, including:

• Home - Leave the current workflow and return to the Home page.
• Back - Return to the account selection page.
• Forward - Move to the next form page. This button will turn blue when a form is able to be submitted.

If a workflow is configured with one or more Process Nodes before the Form Selector, a loading screen will display on the MFP panel before the form. If no more input is required, you may press the Home button to return and continue scanning.

Important! If you press the Home button or otherwise exit out of the workflow before the form appears, you will not be able to access the form. This may negatively impact document workflows.

Custom Forms

There are several buttons at the top of the screen, including:

• Home - Leave the current workflow and return to the home page.
• Refresh - Return all fields to their default states.
• Back - Move to the previous form page.
• Forward - Move to the next form page. This button will turn blue when a form is able to be submitted.

Required fields are highlighted in red. When all required fields have been filled out throughout all pages of the form, the “Forward” arrow button will become a “Submit” button.

If a workflow is configured with one or more Process Nodes before the Form Selector, a loading screen will display on the MFP panel before the form. If no more input is required, you may press the Home button to return and continue scanning.

Important! If you press the Home button or otherwise exit out of the workflow before the form appears, you will not be able to access the form. This may negatively impact document workflows.

Forms within People Nodes

The Form Selector allows for forms to be accessible from within a Job. Forms are displayed in the same order as they are arranged in the Form Selector node.