Configure a Scan activity

Use the following procedure to configure a Scan activity.

Add an activity to the map.

By default, the Configuration tab is open in the properties panel of the activity.
Change the default Name of the activity to something meaningful.
On the Type list, select Capture > Scan.

Under Capture, select one of the following Options to specify how an image should be added on scanning.

Option	Description
Create new document	Creates a new document for the scanned image. Select a document variable in the New document field. The cSF client does not support this option. Select a bar code and patch code profile in the Bar code and patch code profile field.
Add new document to existing folder	Adds a scanned image as a new document to an existing folder. Select a folder variable in the Target folder field. Select a document variable in the New document field. Select a bar code and patch code profile in the Bar code and patch code profile field. You cannot set document or folder variables as input or output to this activity. However, you can set fields from a document or folder variable as input or output to this activity. See Configure the input and output variables for an activity.
Add pages to existing document	Adds the scanned image as pages to an existing document. Select a document variable in the Target document field. Select a bar code and patch code profile in the Bar code and patch code profile field.
Add documents/pages to existing folder	Adds the scanned image as documents or pages to an existing folder. Select a folder variable in the Target folder field. To scan documents into a folder, select a Separation profile. See Separation profiles. Select a bar code and patch code profile in the Bar code and patch code profile field.
Create new folder and add documents	Creates a new folder and adds documents to it. Select a folder variable in the New folder field. To scan documents into a folder, select a Separation profile. Select a bar code and patch code profile in the Bar code and patch code profile field.
Create new subfolder and add documents	Creates a subfolder and adds documents to it. Select a variable in the Target folder field to specify the folder where a subfolder will be created. Select a folder variable in the New folder field. To scan documents into a folder, select a Separation profile. Select bar code and patch code profile in the Bar code and patch code profile field.

Configure the following Scan settings.

Scan/VRS profiles

By default, the system takes the Default profile. To add another scan/VRS profile:

Click Add. The Add scan/VRS profiles window opens.
Select the profile and click Done.
The system takes the first profile as the default profile. To reorder the profiles, use  .

See Create a Scan/VRS profile for more information

Scanned image

Inherit settings from process: Allows inheriting settings from the process for the scanned image. That is, the image inherits page renditions from the process. The rendition fields for the activity become unavailable.

If the "Inherit settings from process" setting is clear, allows you to specify whether to save the input image as page rendition.

To save the input image as page rendition, select Save as rendition, and on the Page rendition list, select page rendition.

Configure the following Scan operator settings.

Classification	Allow operator to classify documents: Allows scan operator to classify documents. By default, the classification group is inherited from the process. To select a classification group specific to this activity and not inherit from the process, do the following: Clear Inherit classification group from process. On the Classification group list, select a different classification group or dynamically set the classification group using a String variable (process or server). The variable holds the GUID of a classification group. You can copy the GUID from the classification group. See General properties of a classification group. If you do not select a particular classification group for the activity or inherit one from the process, or if you select to inherit the classification group from the process and have not associated a classification group at the process level, the system displays the following message, "You can save the process but cannot release it until the configuration is complete."
Page rendition	By default, the page renditions are inherited from the system and the renditions for the activity become unavailable. To display a different image as the default page rendition, do the following: Clear Inherit settings from system. On the Default displaying image list, select a different image to display as the default image.
Rescan	Auto-navigate to next rejected page/document on rescan: If selected, auto-navigates to the next rejected page or document on rescanning. Complete only when no rejected pages/documents: If selected, completes the activity when no rejected pages or documents are found on rescanning.
Imported documents	By default, the activity inherits the settings from the process for the imported documents. To specify settings specific to this activity and not inherit from the process, clear Inherit settings from process. The following two settings are available. Merge / Split / Delete: If selected, enables merging or splitting documents and deleting pages. Rotate / Reorder: If selected, enables rotating images and reordering pages. To keep the original copy of the documents that are imported but not scanned, keep these options clear.
After scan event	This event is fired after the scanning of the image is complete. The same event must be set a precondition for the next Capture activity.
MFP ready	Enables the activity to be MFP (Multi-Function Peripheral) ready. Available options: No (Default): The activity cannot be completed on an MFP device. MFP friendly: Enables the activity to be completed on an MFP device and desktop. MFP only: Enables the activity to be completed only on an MFP device. MFP only - no password required: Enables the MFP operators to take the activity on the MFP without specifying the password. This setting is available for HP, MFP Emulator, and Lexmark eSF devices.

Save the process map.

At runtime, when you take the Scan activity, the generated Scan - new activity form appears. The system carries out the scan operations depending on the settings configured.

If you do the following:	The System does the following:
Set the instance ID for a target folder and ignore the new document instance ID	Scans the new document and updates the document variable with a new instance ID stored in the target folder.
Set the instance ID of a target folder but not map a new document	Scans multiple documents and stores them in the target folder.
Not set the instance ID for a target folder but map either a document or folder variable	Fails to scan the document or folder, because the target folder does not have a valid instance ID.
Set the instance ID for a target document but not set an instance ID for a document or folder	Adds pages to the target document.
Not set the instance ID for a target document	Fails to scan the document because the target needs a valid instance ID.
Map a target folder without an instance ID and map a folder variable	Creates a subfolder in the target folder and updates the folder variable with a new instance ID. The scanned documents are stored in the subfolder.
Not map the target folder or document and map a new document	Stores the scanned documents in a new folder of the default folder type and updates the document variable with an instance ID.
Not map the target folder or document and map a new folder	Scans multiple documents to a new folder of the specified type and updates the folder variable with an instance ID.
Not map a target folder or document and do not map a new document or folder	Does not allow the scan activity to proceed.

Configure other properties for this activity. See Activity properties.