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.

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.

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NOTE

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

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
com.saiglobal.cintellate.roam5://New/ABNylGGXMjQ2ODk2MDI0Mjg4
- where ABNylGGXMjQ2ODk2MDI0Mjg4 is the PublishID of the Action form.

Create a new Alert record defaulting [Alert Type] to "Risk".
com.saiglobal.cintellate.roam5://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'