Setting up the Creation or Opening of Records with QR Code

Users can Create new records, or Open existing records by scanning a QR, starting on the Search page, from the camera on the device, or from an email.

Prerequisites

PREREQUISITE FOR OPENING RECORDS

To use a field in the QR code for opening a record, this field must be included in the Default Component Lookup of the Component.

The only exception for this requirement is the Unique ID.

NOTE

QR Code only works with components/forms that exist in Roam

Connectivity status when using Roam.

To CREATE a new record, user can be on-line or off-line
To OPEN (include find or search) an existing record, user MUST be on-line.

Construction of the URL for QR Code

The full URL for creating or opening a record consists of three elements: Base URL/Form Identifier?Field Parameters

Base URL

To create a record: https://roam.ehssrisk.com/New/
To open a record: https://roam.ehssrisk.com/Open/

Form Identifier

The PublishID of the form can be retrieved from the Form Designer Form and Views find the component you want to create the QR code for.
- QGGGxM5PNjI0NDIzOTA1NTg4 = [Alert] Publish ID

QRCode_PublishId

Field Parameters

Field Parameters are used as follows.

Creating a record: the fields will be pre-filled/selected to the value(s) provided.
Opening a record: the value(s) will be used as a filter.

Examples of URLs

Create a new Action record with no field parameter specified
https://roam.ehssrisk.com/New/ABNylGGXMjQ2ODk2MDI0Mjg4
- where ABNylGGXMjQ2ODk2MDI0Mjg4 is the PublishID of the Action form.

Create a new Alert record setting the [Alert Type] to "Risk".
https://roam.ehssrisk.com/New/QGGGxM5PNjI0NDIzOTA1NTg4?bms_9999999_10091=9999999_2089
- where QGGGxM5PNjI0NDIzOTA1NTg4 is the PublishID of the Alert Form
- bms_9999999_10091 is the bms id of field [Alert Type]
- 9999999_2089 is the lookup Item ID 'Risk'
Create a new Workplace Assessment record and set the [PPE] field. Note that PPE is a multi-component lookup, and the URL can assign only one value when populating multi-component lookup fields
https://roam.ehssrisk.com/New/BrPwr1i527KZ3wjdwRBHZllk?PRIMARY9999999_11239=9999999_21
- where BrPwr1i527KZ3wjdwRBHZllk is the PublishID of the Workplace Assessment Form
- PRIMARY9999999_11239 is the PPE relationship Id
- 9999999_21 is the internal id of (Ear Plugs (Custom Moulded) - the name of a PPE

Create an Inspection record populating the Inspection Type, Asset/Equipment and Location and selecting the Questionnaire
https://roam.ehssrisk.com/New/ABNylGGXMjQ2ODk2MDI0Mzk1?bms_9999999_9015=9999999_1583&bms_FK_9999999_988_ID=9999999_2&bms_FK_9999999_11033_ID=9999999_32&bms_FK_9999999_11035_ID=Vehicle Inspection Checklist
- where ABNylGGXMjQ2ODk2MDI0Mzk1 is the PublishID of the Inspection Form
- bms_9999999_9015 is the bms_id of field [Inspection Type]
- 9999999_1583 is the lookup Item ID 'Equipment'
- bms_FK_9999999_988_ID is the Location Inspection relationship Id
- 9999999_27 is the internal id of Location "Australia"
- bms_FK_9999999_11033_ID is the Asset/Equipment Inspection relationship Id
- 9999999_32 is the internal id of Asset/Equipment "Forklift"
- bms_FK_9999999_11035_ID is the Questionnaire relationship Id
- Vehicle Inspection Checklist is the name of the questionnaire template

Follow the same principle for procedural walkthroughs

Previous QR codes created with a prefix of "com.saiglobal.cintellate.roam5://" instead of "https://roam.ehssrisk.com/" will continue to work.

Using a QR to select a Component Lookup

Creating an Inspection record and using a QR code on the piece of equipment to fill in the 'Equipment' field

Create a QR code that is for the field you selected
On the corresponding Default Component list view for what you want to look up

Create a QR code with: GT7600054

QRCode_Field Properties

QRCode_List