8Chapter 1 - The HP MFP Digital Sending Software v. ENWW
1Select the workflow menu you have just created.
2Click the Add Form... button. The Workflow Form dialog appears.
3Type a name for the new form into the Form Name text box.
4Select the destination type from the Destination Type drop-down list. The options are
Folder, FTP Site, and Printer.
Note Based on the option you select, the options on the Workflow Form dialog box change. The remainder
of this procedure applies to the Folder option. See the following procedures for instructions on creating
a workflow form for an FTP site or a printer.
5Type the path for the destination folder in the Folder Path text box, or use the browse button
to select a path.
6Select the access method for the folder from the Access Credentials drop-down list. The
choices are Public and MFP User. If MFP User is selected, HP DSS uses the credentials of
the user that is logged in to the device. If Public is selected, HP DSS uses the Credentials
to Access Public Folders that are specified on the main Workflows tab.
7Under Image File Settings, select the settings for the scanned file. These should be the
settings that are required by the third-party software program that will be processing the file.
8Select the file type for the metadata file from the File Format drop-down list. The options are
None, .HPS, or .XML. This is the file that contains the data collected by the workflow
prompts. If you are not creating any prompts, you can select None.
9Select the Generate OCR File check box under OCR Settings if the processing software
program needs an OCR (optical character recognition) file. Click the Settings button to
specify the OCR settings for language and output file format.
10 In the Prompts area, you can define prompts and expected responses for the user of the
workflow form. The prompts appear on the device control panel. The responses to the
prompts are saved in the metadata file, which is stored with the document image for use by
the third-party workflow software program. Follow these instructions to add prompts:
aClick the Add... button to add prompts.
bIn the Add Prompts dialog box, click the New button to create a new prompt. This opens
the Workflow Prompt dialog box.
cUnder Prompt Settings in the Workflow Prompt dialog box, type the Prompt Name, the
Prompt Text, and any Help Text for the prompt. The Help text appears if the user touches
the HELP button on the MFP control panel while the prompt is on the screen.
dUnder Response Settings, select the Response Format and the Response Type. The
Response Format options are String, Numeric, Date, Time, or Privacy. The Response
Type can be either user editable or selection list. If user editable is selected, you can
select the User must supply a response check box to require a response.
Note The Privacy response format uses asterisks (*) to hide what the user types in on the control panel.
This response type can be used for private information such as a password or employee number.
eIf applicable, type a default response in the Default Response text box. The program
uses the default response if the user does not provide a response to the prompt.
fClick OK to save the prompt settings. The new prompt is added to the Prompts List in the
Add Prompts dialog box.
gRepeat steps b through f as needed to create more prompts.