Configure a Workflow Profile Associated With a Device

  1. Click [Workflow] → [Workflow Profile] → [Profile Configuration].

  1. Click (Add).

    The [Create Workflow Profile] window is displayed.

  1. In [Profile Name], enter the name of the workflow profile.

  2. In [Description], enter the description of the workflow profile.

  3. In [Input Source], select [MFP].

  4. Click [OK].

  5. On the [General] tab, configure the profile properties. Refer to MFP Input Source Settings for details about these properties

  6. On the [Workflows] tab, click (Add Group) under [Capture Workflows].

To add a Device Applications or workflow to a created group, proceed to Step 12.

  1. On the [Group Properties] window, enter a group name.

You cannot add a workflow that does not belong to a group. Groups are useful for organizing workflows within a profile by application. When workflows related to operations are divided by groups and configured in a profile, a user can quickly access the target workflow simply by selecting a group. Select a group from the group list on the Smart Operation Panel or from the Groups tab on the Standard Operation Panel.

  1. In [Display], select [Yes] or [No].

When [No] is selected, the group is not displayed on the operation screen of the device. When using a workflow within a group for automatic transfer that does not require the user to configure the parameters (such as fax reception transfer), select [No].

  1. Click [OK].

  2. From the group tree, select the group to which to add a workflow, and click (Add a workflow/application). Refer to Notes about the Group Tree below for more information.

  3. On the [Add a workflow/application] window, click the [Workflows] or [Device Applications] tab.

  4. Select the workflow or Device Applications to add, and click [OK].

You can select from created workflows or Device Applications configured [Device Applications] under [Workflow].

For details about creating workflows, refer to Configure a Workflow Profile.

For details about configuring Device Applications, refer to Configure Device Applications.

  1. From the group tree, select the Device Applications or workflow added to the group, and from the properties displayed on the right side, select [Small], [Medium], [Large], or [Extra Large] for the display size of the buttons of the Device Applications or workflow on the operation screen of the device.

  2. To configure the fax reception document delivery function in the profile, click [Fax Workflow].

    For details about delivering received fax documents, refer Deliver a Received Fax Document.

  1. Select the [Use Fax] check box.

  2. From the [Fax Workflow] drop-down list, select the workflow to use for delivering the received fax.

    You can only select the workflow for one-touch scanning.

  1. Select all fax spots to monitor.

  2. On the [Preview] tab, you can preview the workflow buttons on the operation screen of a device.

  3. Click (Save) on the workflow list.

  4. Configure a profile task to associate the profile with a device or device group and to sync the settings.

  5. Proceed to Configure a Profile Task.

Notes about the Group tree

  • Newly added groups are added to the bottom of the group tree.

  • Selecting a group on the tree displays the group properties on the right side. You can specify the group name and whether to show or hide the group.

  • To delete a group or a workflow or Device Applications in a group, select the item to be deleted, and click    (Delete). When a group is deleted, the workflows and Device Applications in that group are also deleted.

  • The order of workflows or Device Applications in a group can be changed by dragging and dropping, and they can be moved to a different group. The buttons of the workflows and Device Applications are displayed on the operation screen of the device with the same order as in the group tree.