QR Code Scanning to Add a Person in Company in EditView

Perform the following steps in the CRM.Designer to add a person in EditView by scanning a QR Code:

  1. Open the All Info Areas page and select KP (Person in Company) info area. The Info Area KP page displays.
  2. Select the KP field group for the update.tablet configuration. The Field Control For ‘KP’ page displays.
    Note: In this sample configuration we use the Person in Company (KP) info area. But this is applicable to any infoarea.
  3. Select the Details Control. Set up the panels as shown in the following screen shot. Select the field First Name (3).

  4. Enter the value vcard.n.firstname for the Function attribute of the Field “First Name”.
  5. Select Last Name (2) and enter the value vcard.n.lastname for the Function attribute of the Field “Last Name”.
  6. Click Save.
  7. Go to the Start Page and click Expands under Info Area. The All Expands Page displays.
  8. Select KP info area and copy the default configuration. The ExpandView ‘KP’ page displays.
  9. Set up the ExpandView as shown in the screenshot below:

  10. Click Save. Go to the Start Page.
  11. Add some buttons to Scan the Person details using the QR Code.
  12. Add a new button, Scan Edit and copy from the Add Person button. The Button ‘Scan Edit’ page displays.
  13. Select the EditView action template and open the action dialog. The Action for Button Scan Edit dialog displays.
  14. Configure the keyboardWithScannedSuggestion argument with CONTROLS as the input value. Click Apply. See the screenshot below:

  15. Click Save and go to the Start Page.
  16. Add the button to the expand view header. Click Headers. The Headers page displays.
  17. Open the KP header group. The Header Group KP for Info Area Person in Company page opens.
  18. Select Search expand option. The Header Search, Header Group 'KP' page opens.
  19. Select Scan Edit button from the drop-down list in the Buttons pane. Click + to add the button to the Header. See the screenshot below:

  20. Click Save. The configured person will now be able to scan and edit the Person in Company details using the QR Code