Automating 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, lookup field  linked to a dataset's key, and other required fields. When a particular asset’s code is scanned by the end-user, it will auto-populate the asset’s details in the form.

Follow the steps below to configure a scanner field in your asset procurement process:

1. Create a dataset named Asset database and fill it with relevant asset details.

   

2. Set unique barcode values as keys in the dataset. This will be the value fetched on scanning the code.
3. Create a process form, then add scanner (Asset ID), and lookup (Asset details) fields.

   

4. 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.

   

5. Add a filter to match the dataset key with the value fetched by the Asset ID scanner field.

   

6. Enable Automatically select the first value based on the filters.

   

    
7. Click Go live. 

In the live process form, once you scan the asset’s barcode/QR code, the asset details will be auto-populated in the Asset details lookup field.