Category - Data Capture

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Answer Types
The information on this page is regarding how to customize the data capture fields. Descriptions of the Answer Types The table below describes the available options for the Answer Type column. Under the Options field, unless instructed to use that field in a specific way, you can use that column to set the default values […]
Archiving Data
Removing unused data If you prefer to hide asset or inventory data, instead of deleting them, you can archive them. Archived data get hidden from the main tables but are still available for viewing. To archive data, first, select the asset or inventory items from the table, then click on the Archive button. Once archived, […]
Bulk Editing Data
It’s possible to edit multiple records at once. There are two methods for doing this. Exporting and Re-importing Data If the service you are using supports data import from a CSV file, you can export the data first, then make the changes you want, and finally re-import it. As long as the Barcode/ NFC tag […]
Customizing the Data Capture settings
Data Capture Overview Data Capture is a collection of custom fields that enable you to assign attributes, gather and view details about assets, inventory, deliveries, or processes. These custom fields are used to gather and display data on the smartphone apps, and on your web account. To customize the Data Capture fields, go to the Data […]
Data Capture Permissions
You can grant or deny the ability to view or edit nominated custom fields for specific users. Permissions for smartphone app users To assign Data Capture permissions to Smartphone App users, go to the Smartphone App page. On the Users table, select the user then click on the Assign Data Capture Permissions button. On the […]
Data Formatting
Data Presentation Data can be presented in a variety of formats such as currency, local dates, metric units, arithmetical calculations, etc. These data alterations can be seen on the tables, and when exported as CSV. They also make searching and sorting easier. To change the way your data is presented, on the tables, go to […]
How to set up variants or attributes
Overview This is a feature that enables you to capture unique attributes about an item that differentiates it from other similar items. For example, sizes, color, etc. Once set up, when filling out the data capture forms, you will be presented with new fields for you to enter the relevant attributes. Setting up variants or […]
Searching For Data
Generic Search To search for a record from the fields shown on the table, enter the search term on the Search For field then press Enter. To change what the table displays, go to Options > Change Displayed Columns. Specific Search To be specific about the search, in the Search In field, choose the fields […]
Viewing Captured Data
There are several ways captured data can be viewed, along with the other logged data such as those of the person who took the action, and when the action was taken. Viewing captured data from the web app Showing all the data on the tables On the tables, to view the captured data, the data […]
What is Data Capture?
Data Capture Overview Data Capture is a collection of custom fields that enable you to assign attributes, gather and view details about assets, inventory, or processes. These custom fields are used to gather and display data on the smartphone apps, and on your web account. Learn how to customize your Data Capture fields.
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Conditional Fields
This custom field will enable you to display different sets of questions based on the choice made on the condition field. To set it up, in your data capture settings, for the Answer Type, choose Conditional Field. In the Options column, you’ll need to enter the names of the Questions that should be displayed. The […]
GS1 Application Identifiers
Find the appropriate application identifier then copy the code to use with your CSV for the GS1 Barcode NFC feature. Main Identifiers Application Identifier Description Code Serial Shipping Container Code SSCC Global Trade Item Number GTIN GTIN of Contained Trade Items CONTENT Batch or Lot Number BATCH/LOT Variant Number VARIANT Serial Number SERIAL Additional Item […]
GS1 Barcode & NFC
Barcodes or even NFC tags that follow GS1’s standards have encoded data that can uniquely distinguish types of products, logistics units, locations, assets, etc. The standards allow for key identifiers (Application Identifiers) such as product, shipment, location, etc, and key attributes such as serial numbers, batch/lot numbers, dates, etc, to be encoded on barcodes and […]
GS1 Scan4Transport Attributes
Find the appropriate application identifier then copy the code to use with your CSV for the GS1 Scan4Transport feature. Attribute Description Code Serial Shipping Container Code SSCC Global Identification Number for Consignment GINC Global Shipment Identification Number GSIN Routing Code ROUTING_CODE Ship-to / Deliver-to GLN SHIP_TO_GLN Ship-for GLN / Deliver-for GLN SHIP_FOR_GLN Shipping Address SHIPPING_ADDRESS Shipping Contact Number SHIPPING_CONTACT […]
How to populate fields from composite scans
With the composite scan feature, you can set up the app in a way that the combined values get populated into designated fields too. Enabling Composite Scans With the composite scanning feature enabled, you need to scan two barcodes or NFC tags in sequence for the app to combine their values as one. Note – […]
How to set up Arithmetic Data Capture fields
Overview This data capture field will either add, subtract, divide or multiply two or more fields together. Note: the calculation only happens when one of the fields gets adjusted manually on the form. Once the form has been submitted, no further calculations will be made. For example, to multiply the Quantity and Unit Price as […]
How to set up Autocomplete using a Custom URL
Overview This function will create a searchable dropdown, with the searchable options coming from a CSV file, that can be hosted from your own environment or within your account. For example, if you have a spreadsheet with the data below, you can search for the name of the street. Save your CSV file in UTF-8 […]
How to set up Autocomplete using Google Sheets
Overview This feature will create a searchable dropdown, with the searchable options coming from a Google Sheet. This is useful for cases where data shown in the search options may change frequently. For example, if you have a spreadsheet with the data below, you can search for the name of the street. In your Google […]
How to set up CSV Search
Overview This data capture setting can be used when you want an external record to be searched for a specific value, then the matching record fetched. The data from the matched record can then be used to auto-populate form input fields on the web/smartphone app. For example, you may want to scan a barcode or […]
How to set up variants or attributes
Overview This is a feature that enables you to capture unique attributes about an item that differentiates it from other similar items. For example, sizes, color, etc. Once set up, when filling out the data capture forms, you will be presented with new fields for you to enter the relevant attributes. Setting up variants or […]
How To Setup Dynamic Dropdowns
Overview This data capture setting can be used when you want other dropdowns or text fields to be populated dynamically based on the selected value of the dynamic dropdown. For example, if you have one dropdown with the names of cars, you can have another dropdown with the models dynamically populated based on the selected […]
Person Identifier
With this field, you can scan digital passes, generated on the platform, and saved on users’ Google and Apple wallets or on NFC wearables. You first need to set up the Workplace Passes by registering a user’s profile, e.g. a contractor, an employee, etc. After that, in your data capture settings, for the Answer Type, […]
Regex Barcode NFC
If you have barcodes or NFC that follow a particular pattern, you can have the app match and extract certain bits of information using regular expressions (regex). The extracted data can then be used to populate other form fields automatically thereby saving time. To set this feature up, on the web app, first set up […]
Saving A UTF-8 encoded CSV File
Google Sheets Google Spreadsheet correctly exports UTF-8 encoded CSV files by default. From the File menu, choose Download As and select Comma-separated values. The downloaded file will be UTF-8 encoded. Microsoft Excel Navigate to the File menu option and click Save As. The window appears as shown below Click Browse to select a location to save the file. The Save As window […]
Setting up GS1 Scan4Transport Fields
With the app’s GS1 Scan4Transport feature, you can scan Scan4Transport QR Codes or Datamatrix barcodes and have the app extract relevant details that you want to capture as part of your record’s attribute. Extracting a Single GS1 Scan4Transport Data Attribute On the web app, first set up a Data Capture custom field. On the Data Capture spreadsheet, under the Answer […]