Barcode Scanning

Introduction

  • FieldFX Mobile Pro can use the device’s camera as a barcode scanner to fill in fields, such as Ticket Items or Equipment serial numbers.

    • iOS/iPadOS users must be on version 12 or later

    • Android users must be on Android 10 or later

  • The device alerts of a successful barcode scan with an audible beep sound.

  • For speed, FieldFX recommends using a 2D Barcode.

3D Barcode types are not supported.

Prerequisites

Complete these tasks before continuing:

  • Switch to Sync 4.0

  • Setup Barcode Scanning

  • Grant mobile users access to the following Apex Classes:

    • FX5.CustomPermissionService

    • FX5.CustomPermissions

Barcode scanning works on FieldFX Mobile Pro app and FieldFX Mobile for release 4.0.1.4705 and higher on devices running Android 10 or later or iOS/iPadOS 12 or later.

Barcode Types

The following barcode types can be scanned:

1D Product Barcodes 1D Industrial Barcodes 2D Barcodes

UPC-A

Code 39 Industrial

Aztec

UPC-E

Code 93 Industrial

Data Matrix

EAN-8

Code 128 Industrial

QR Codes

EAN-13

Codabar

PDF 417

UPC/EAN Extension 2/5

ITF-14 Industrial

MaxiCode

RSS-14

Considerations

  • The following field types can be completed using the barcode scanning functionality in FieldFX Mobile Pro:

    • Text strings

    • Text area

    • Datetime

    • Date

    • Time

    • Lookup fields

    • Boolean

    • Number

  • The following field types cannot be completed using the barcode scanning functionality:

    • Rich Text Area

    • Geolocation

  • The device’s camera relies on normal light and not lasers. The barcodes must be printed with sufficient contrast.

  • Items must exist in the Job’s price book.

    Scanning for items in other price books from a price book hierarchy is not supported.

Granting Access to Barcode Scanning

You must grant these three Custom Permissions so the user can manage when a barcode scanning button displays in FieldFX Mobile:

Assign Custom Permissions to either a Profile or a Permission Set.

Barcode:

  • Enables a barcode icon that displays in a field when the user activates input (for example, by tapping into the field).

    When the user taps a Barcode button, the device scans a single barcode for the selected field on the active record.

    After a successful barcode scan, the device completes the selected field using the barcode information. If a matching catalog item is found, the field completes with the appropriate item (Price Book Item, Ticket Item, and so on) for the record.

BarcodeMultiField:

  • Enables a barcode icon that displays in the bottom right of the screen

    When the user taps the Multi Field Barcode button, the scanned barcode fills in multiple fields on the displayed record.

    Multi Field requires a 2D barcode (such as a QR code) that encodes a JSON file containing the API Name and value pairs for the fields to update.

    FieldFX supports scanning barcodes, but does not create the barcodes to scan.

BarcodeQuickAdd:

  • Enables a barcode icon for continuously scanning for barcodes, allowing for easy addition of multiple items in a row.

    When tapped, the device enters a continuous barcode scanning mode. The user scans all the desired barcodes in a row, then taps to add the referenced items to the record. The device alerts the user for each successful barcode scan.

    If a barcode does not reference a known record or otherwise does not scan correctly, it is skipped.

    For example, the user can add quckly add many ticket items by scanning them item barcodes one after another, such as barcodes on field worker name badges or equipment items.

Using Quick Scanning Mode

This feature requires the org be on Base Managed Package 1.402 or later.

  • When on the Ticket Item Add screen, users can now tap a barcode scan icon to enter a barcode scanning mode.

  • To enable this function, users must have the BarcodeQuickScan custom permission enabled in their profile or permission set.

  • The scanned barcode value must exist on a related Catalog Item’s FX5__eBarcode__c field, Equipment item’s FX5_Barcode__c field, or the Contact item’s FX5__eBarcode__c field.

  • When a field user scans a barcode, FieldFX looks for a matching value in one of the Barcode fields on those objects.

Considerations

  • Child items that require a parent cannot be added by barcode scan.

  • An item can only be added to the scanned items list once during a single Quick Scan entry mode.

  • After an item is added to the Ticket, the user can re-enter the Quick Scan mode and scan the same items again

Step by Step

  1. In FieldFX Mobile, access a ticket and the Add Items screen.

  2. Tap the Barcode Scan button to enter Quick Scan mode.

    Mobile4705 Barcode Icon

  3. Scan item(s) using the device’s camera to add them to a list of items to be added.

  4. After scanning all items, tap the check mark to add the items to the ticket.

Using the Barcode Scanner

  1. Access the desired record, such as the Ticket.

  2. Select the field to fill with the results of the barcode scan.

    Fields that can use the barcode scanner have a scanner icon to the right of the field when the field is selected.

    image

  3. Tap the barcode icon.

    The icon may appear differently based on your device and whether you use a browser or FieldFX Mobile Pro to access FieldFX Mobile.

    image

    image

  4. If necessary, grant FieldFX Mobile access to the device’s camera by clicking OK, Allow, or a similar option on your device.

    This only needs to be done once.

    The barcode scanning will not work if camera access is not allowed!

    image

  5. Point the device’s camera at the barcode and align the barcode within the white box that displays on screen.

    The box changes shape to accommodate various barcode sizes.

    image

  6. FieldFX Mobile automatically detects the barcode and inputs the resulting value to the selected field.

    or

    To exit the barcode scanner without scanning a barcode, tap Close or the X in the corner of the scanning window.

Recommended Reading