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How to automate barcode scanning in a process form?
If you are developing a process to streamline asset procurement requirements of your organization, you can customize your process form to allow end-users to scan an asset's barcode/QR code and automatically fetch the asset details. You can achieve it with the help of a scanner field, a lookup field that is linked to a dataset's key, and other required fields. When a particular assetโs code is scanned by the end-user, it will auto-populate the assetโs details in the form.
Follow the steps below to configure a scanner field in your asset procurement process:
- Sign into Kissflow.
- Create a dataset named Asset database and fill it with relevant asset details.
- Set unique barcode values as keys in the dataset. This will be the value fetched on scanning the code.
- Now, create a process form, then add a scanner field, a lookup field, and other required fields.
- From the Asset details lookup field in your form, select the Asset database dataset so you can lookup dataset fields like Key, Asset type, Asset name, and Asset price.
- Add a filter to match the dataset key with the value fetched by the scanner field.
- You can mark the lookup field as hidden if required.
- In the formula builder, compute the particular field with the help of the lookup field, {Lookup_field}.{Field_name}.
Here, Asset name field is computed using the formula {Asset_details}.{Asset_name}.
- Click Go live. In the live process form, once the assetโs barcode/QR code is scanned by the user, the asset details will be auto-populated.