Enter the Workflow Properties

When adding a new workflow, you can configure the base properties on the [General] tab:

Item

Description

Workflow Name

Enter a workflow name.

The workflow name must not include a comma (,) or double quotation (").

Description

  • Enter a description for the shared connector.

Job Processing Location

  • Specify whether the document delivery process is performed on the server or device. This cannot be changed.

Configuration Validation Server

  • Specify the server to be used to test the connection to the external server. If this setting is not specified, a connection test cannot be performed while the workflow is configured.

Display Name

  • Select a language and enter the title text to be displayed on the operation screen of the device.

Screen Icon

  • Click [Browse], select an icon from the icon library, and click [OK].

  • To upload an image in PNG format, click [Upload] on the icon library screen. You can upload an image with a size of 192 x 192 pixels, 128 x 128 pixels, 64 x 64 pixels, or 32 x 32 pixels.

  • The size of an icon to be used depends on the size of the operation screen of the device. To ensure user-friendly operations, upload an image whose size is the same as the size of the operation screen of the device.

  • The preview image is displayed when the screen icon is specified.

On Device Requirements and Limitations

When [Job Processing Location] is set to [On Device], delivery is performed by the device and not by the Delegation Server.

On Device processing is best if:

  • You want to reduce the load on the server

  • Communication speed between the device and Delegation Server is slow

  • You want to minimize use of the network for the sake of security

In addition, workflows processing jobs on a device have the following restrictions:

  • [Select Data to Attach] for Send to Email is fixed to [Attach All] and [Select Data to Attach] cannot be used.

  • Send to Email does not support High Compression PDF or Searchable PDF.

  • Even when a local folder on a Delegation Server is specified as the destination in Send to Folder, it does not function on a device.

  • Even when [JIS] is selected as the character code of the file (folder) name in the StartPoint Path setting of Send to Folder, it does not function on a device.

  • For [PDF Converter] and [Image Converter] of a process connector, there are fewer supported file formats than when jobs are processed on a server.

  • You cannot use [Dropdown ListBox] that uses SQL Search on the Input Metadata screen.

Depending on the granted user permission, only some workflows may be available for selection from the device.