Welcome > Form Designer module > Automatically generate forms > Customize the capture forms

Customize the capture forms

Customize a capture form generated for activities such as Scan, Validation, Verification and Document Review. Input and output variables for the activity appear as controls in the generated form. You can add new controls, move controls, and remove existing controls.

Note 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. In the Form Designer, click the capture form to open.

    The capture control appears. For example, validation control appears for a validation form.

  2. Click Configure.

    The Input/Output Variables View appears with the existing controls.

  3. Customize the layout and properties as needed. See Configure a composite control.

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

  4. Change the settings of a process or activity on which the form is generated. See Configure the advanced properties of a form
  5. Click Release Save and Release.
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.

Customize a Scan Create New Job form

Process initialization variables appear as corresponding controls in the generated form. Customize the form in the designer, as needed.

  1. Click the Scan Create New Job Form to open in the design view.
    The Scan - New Job control appears.
  2. Click Configure.

    The Initialization Variables View appears and lists any initialization variables.

  3. Customize the layout and click Release.

    Note At runtime, the latest released version of the form loads and all initialization variables are displayed in the Process tab of the Composite Capture control.