› User interface › Forms › Build forms › Build a Device create new job form

Build a Device create new job form

Use the Device create new job form to create a new job based on a process, case, or case fragment.

View the generated forms using the phone device or MFP. The generated capture form has the following format: <ProcessName>_<Form type>. For example, in the LoanApproval_DeviceScan form, LoanApproval is the process name, and DeviceScan is the form type.

Each Device create new job form has a name and a title. The name is used when viewing forms in the Designer and Device management pages. The title is used when 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 Form properties.

The Device create new job form supports certain properties and events. See Additional information on Device create new job form.

  1. Navigate to User interface > Forms.

    The Forms page appears.

  2. On the Generate list, select Device create new job form. Alternatively, select Generate device CNJ form on the context menu of the process for which you want to build the form.

    The Device create new job form dialog box is displayed.

  3. On the Process list, select the process, case, or case fragment to use.

    When you generate a form on a process that exists in GitHub and the process is not checked out to GitHub or checked out with another user, a warning message appears. When you click OK, a Device create new job form is generated without increasing the process version.

    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 to a Device Create New Job form.

    The Device create new job form is not supported with synchronous process.
  4. By default, the form name appears in the Form name field as the process name suffixed with the type of form you are building. For example, if the process name to build the Device create new job form is NewProcess, the form name appears as NewProcess_DeviceScan. You can change the form name to something meaningful if needed.
  5. By default, the Category is the same category that the process belongs to. However, you can change the category that the form should be in.
  6. Ensure to configure the following properties for the process before generating the form:

    • Use a Classification group.

    • Select Initialize from scan.

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

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

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

  7. Click Generate and save to save the generated form. Alternatively, to release the form, click Generate and release.

Edit a Device create new job form

  1. Navigate to User interface > Forms.

    The Forms page appears.

  2. On the list of forms, click the Device create new job form to open.
    The form opens in a new browser tab. The existing properties of the form are displayed in the properties panel.

    You can only add Label control to a Device create new job form.

  3. Configure the following properties, as needed:
    1. To enable the form offline, select Offline enabled.
    2. On the Image list, select an image to add to the form.

      The Offline enabled and Image properties are only available for Device create new job forms.

  4. Save and close 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 Toolbox, click the Label to add to the form.
  3. Configure the properties of a label control. For example, enter the text in the Name property field to appear on the MFPs.
    The name 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.
    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.