How to create a workflow for Connector
- Select Menu .
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Select the
Capture
workflows
tab.
- Select Create workflow.
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In the
Settings section:
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In Workflow name, enter the name of the workflow.
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In Active, leave this unchecked for now.
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Leave All users can use this workflow checked for now.
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When you have verified that the workflow works as expected, you can:
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In the
Source section:
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Select Printer to scan pages with a printer using Printix Go and Printix Capture.
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Make your selection for the printer scan settings: Orientation, Paper size, Color, Resolution, and 2-sided.
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Select Mobile to scan pages with a phone or tablet using Printix App version 3.0.1 or higher on Android or iOS/iPadOS.
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In the
Destination section:
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In Destination profiles, select Connector.
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In Select destination profile, select among existing connector destination profiles.
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Select Create destination profile to create a new destination profile.
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In File name, enter the file name.
It is possible to select and paste variables, such as {workflow_name}.
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Date and time are in UTC (Coordinated Universal Time).
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In Timeout (in minutes), specify the maximum amount of time a workflow can wait for the connector to process the capture job and notify Printix of the result before it is automatically closed with a failed state. Must be between 10 and 120 minutes (2 hours). The default is 10 minutes.
This setting is useful to prevent a workflow from indefinitely waiting for a response.
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In the
File type section:
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Select PDF to generate the output document in PDF format.
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In Image quality, select the image quality.
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In PDF compatibility, select the PDF compatibility.
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In Language for OCR use, select Select language, then select the languages for OCR use.
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Select Word to generate the output document in DOCX format.
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In Image quality, select the image quality.
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In Language for OCR use, select one or more languages.
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In the
Image processing section:
If Source is Mobile, the image processing is controlled on your phone or tablet.
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Optionally, select Delete blank pages to have blank pages deleted.
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In Rotation, select the rotation. The rotation is performed before any OCR.
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Optionally, select Deskew to have captured images deskewed automatically.
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Optionally, select Crop to have captured images cropped automatically.
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Select
Create.
The workflow is created.
- Verify that the workflow works as expected.
- Activate the workflow.
- Optionally, make the workflow available to selected groups.
How to create a destination profile for Connector
- Select Create destination profile.
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Select
Connector as the destination.
If only one destination is available, it is selected automatically.
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Fill in the form.
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In Name, enter a name for the destination profile.
The destination profile must be named differently than any existing connector destination profile.
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In Connector URL, enter the URL of the connector to which Printix has to send the notification of the new documents for the connector to process and deliver them when the workflow selected by the user on the device is configured with this destination profile.
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In Network, optionally, select the Modify
icon, then select a network where the connector is hosted. Leave it blank if the connector is hosted on a public URL.
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In Signature algorithm, select the signature algorithm the connector supports for communication with Printix.
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In Shared secrets, select Create secret, then select the green check mark to create a new shared secret.
If you want to use a shared secret that was previously copied from a destination profile of a different connector, select Create secret, replace the generated value by pasting the copied value from clipboard, then select the green check mark.
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Copy the shared secret value.
The shared secret value is used again later at the connector side.
You can only copy the shared secret at this point. After you leave this page, you are not able to retrieve it. If you leave this page without copying the shared secret, you must repeat the corresponding steps above and create a new connector destination and shared secret.
- Select Create.