This article outlines, how to use the "Insert as QR Code"-fields functionality within the "Insert"-button in Open Office XML template (.docx).
This functionality allows you to:
a) insert QR-code fields in your Office Open XML (.docx) and to
b) change QR-code settings after saving the document
Addon: DocumentsCorePack v5.94. For detailed product information, please visit our product page.
For more information about QR-codes please click here. Click here to read more about the functionalities of the “Insert”-button.
HOW TO: a) Insert QR-code field, step-by-step description
The “Insert as QR Code”-function is available on every selected template type and for every inserted field.
1. Open the "DocumentsCorePack Task Pane"
You can find the new function in the “DocumentsCorePack Task Pane”. To get there, please open an existing or create a new template. Click on “Insert MailMerge Fields” in the toolbar and create a “Office Open XML (.docx)“-document by answering the question with [Yes].
The “DocumentsCorePack Task Pane” appears:
2. Select type and required Insert-functionality
Choose the required type in the “Select type”-dropdown box in our example “Quote”. Next click on the drop-down button within the [Insert]-button and choose the “Insert as QR Code”-function. Following window appears:
Now the required QR-code field(s) can be inserted with a double-click. NOTE: The displayed tree contains the same fields as you have choosen before in the “DocumentsCorePack Task Pane” under “Select type”. If you want to insert e.g.: account related fields, close the “field properties”-window displayed above, go back to the “DocumentsCorePack Task Pane” and choose "account".
3. Insert QR Code-fields
You can insert as many fields as you want. Fields are displayed with angle brackets and separated with a “+”-sign in between. E.g.: <>+<>
Additionally you have also the possibility to specify the name of the QR-code as follows:
4. Specify QR Code-name
This setting predefines the name of the QR-code generated with this template. As mentioned above its possible to use data from fields out of CRM to be part of the QR-code name. With this it is possible to generate the QR-code-name dynamically, based on constant characters and/or values of fields.
Constant characters have to be in single quotes.
To use field values in the QR-code-name you have to choose the fields as described above or write the fieldname (schemaname) surrounded by <>. Some examples:
It is important that the inverted commas are also set!
".pos(x,y)" will insert y signs from the xth position.
".left(x)" will insert the first x – signs
".right(x)" will insert the last x signs of the string
Afterwards all the selected types and fields will now be inserted as a QR Code:
Now the template with the QR Code is ready and can be saved and merged with data from CRM (you can do this by clicking on the “Choose CRM Data”-button in your www.mscrm-addons.com tab). The QR-code can be a link, a visit-card-contact, contact, product information… etc.
NOTE: The information that the QR-code contains has to be plain text information!
HOW TO: b) Change QR-code settings
QR-code settings can be changed by clicking on the [Field properties]-button in the www.mscrm-addons.com-tab.
· Type: shows the inserted field type. In our case it is “qrcode”.
· Name: shows the name of the inserted field.
· QR Code Level: shows the displayed level of the QR-Code. The default-setting detects the smallest value. If e.g.: the value of this option is set with 5 with a maximum sign-length of 108, then only 108 signs will be displayed. All the signs which exceeds this maximum length is cut. By clicking on the dropdown-button the level can be set from 1-20.
· Max Length: shows the maximum length of the information the QR-code contains. The maximal length changes automatically with the chosen QR-code level.
IMPORTANT: It is recommended to choose the default value to ensure that the information is resolved properly! Standard QR-code readers are able to dissolve the QR-code properly if the level has a maximul value 8. Otherwise the QR-code reader has to provide a higher quality.
· ERROR Correction: defines the capacity and fault tolerance of the QR-code. The value shows the amount that can be restored in percent. Please find in the list below the common level.
Capacity of the different error correction levels:
IMORTANT: It is recommended to choose the default value. Otherwise data may be lost by trying to resolve the code!
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to firstname.lastname@example.org.