Adding Custom Fields to the Scanning Queue

The Scanning Queue is fully customizable allowing you to include custom fields for both your Lead or Contact forms allowing users to populate more fields in less time while using our scanning application. 

To add custom fields to the Scanning Queue:

1 Navigate to Setup: In your Salesforce Org, click the gear icon in the top right corner, then select "Setup".

2 Access Custom Settings: Search for "custom settings" in the Quick Find box, then select "Custom Settings".

3 Manage eContacts Settings: Find the custom settings with the label eContacts Settings and click "Manage".

4 Add Custom Field(s): To add custom fields to the Standard Form, you will need to include the syntax outlined below into the "Simple Form Whitelist".

{"Lead":"Custom_Field1_c@0.5,Custom_Field2_c@0.5","Contact":"Custom_Field1_c@0.5,Custom_Field2_c@0.5"} 

**No spaces within the syntax** 

In blue is the name of the object whose form you want to customize.

In red is the API name of the field to be added to the form.

In green is the width of the field. This value should be between 0 and 1 and represents a percentage of the 12-block grid that the layout is based on. Vision-e recommends using values such as 0.25, 0.5, .75, or 1 for a clean format.

5. Save Changes: Click "Save" to save your changes and go to the Scanning Queue page to confirm that the custom field(s) were added.

Adding Required Fields

Enforcing required fields in Salesforce offers several benefits, contributing to data accuracy, consistency, and user efficiency. Some key advantages include:

• Data Accuracy - Required fields ensure that essential information is captured for each record, minimizing the chances of incomplete or inaccurate data. This helps maintain the integrity of the database and enhances the reliability of reports and analytics.
• Consistency Across Records -By mandating certain fields, you establish a consistent data structure across records. This consistency is crucial for standardized reporting, querying, and overall data management.
• User Guidance - Making fields mandatory provides clear guidance to users about the information that must be entered. This can be especially helpful for new users or those who might be unfamiliar with the data requirements.

Required fields can be added using 'Custom Settings' located in 'Setup'. You can add them by entering the custom field in the 'Required Fields' field within 'Custom Settings'. Once added, the required field becomes visible in the Scanning Queue and the Scan application.

Remove Fields from the Scanning Queue

1 Navigate to Setup: In your Salesforce Org, click the gear icon in the top right corner, then select "Setup".

2 Access Custom Settings: Search for "custom settings" in the Quick Find box, then select "Custom Settings".

3 Manage eContacts Settings: Find the custom settings with the label eContacts Settings and click "Manage".

4 Remove Fields from the Scanning Form: To remove fields from the Standard Form, you will need to include the syntax outlined below in the Form Blacklist field:

{"Lead":"Field1,Field2","Contact":"Field1,Field2"} 

In blue is the name of the object whose form you want to customize.

In red is the API name of the field to be removed from the form.

5. Save Changes: Click Save to save your changes and load the Queue page to confirm that your changes worked.

In the Scanning Queue, essential fields are indicated by a red bar on the left side of the field.

Within the Scan app, mandatory fields are identified by a red line next to the field on the 'OCR Results' screen.