This article outlines how to use the Insert as QR Code field 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)
b) change QR code settings after saving a document
Requirements: DocumentsCorePack v5.94. For detailed product information, please visit our product page.
Figure 1: Inserted QR Code in template
For more information about QR codes please click here. For more information about the functionalities of the Insert button, click here.
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.
Step 1. Open the DocumentsCorePack (DCP) Task Pane
You can find the new function in the DCP Task Pane. To get there, please open an existing or create a new template. Click on Insert MailMerge Fields in the toolbar and create an Office Open XML (.docx) document by answering the question with Yes.
Figure 2: Open DCP Task Pane
The DCP Task Pane appears.
Step 2. Select type and required Insert-functionality
Figure 2: DCP Task Pane
Choose the required type in the Select type dropdown box, which in our example is Quote. Next click on the drop-down button within the Insert button and choose the Insert as QR Code function. The following window appears.
Figure 3: Field properties
Now the required QR code field(s) can be inserted with a double-click. Please note: The displayed tree contains the same fields as you have chosen before in the DCP Task Pane under Select type. If you want to insert, for example, account related fields, close the field properties window displayed above, go back to the DCP Task Pane and choose Account.
Step 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. Example: <>+<>
Additionally, you also have the possibility to specify the name of the QR code as follows.
Step 4. Specify the QR Code name
This setting predefines the name of the QR-code generated with this template. As mentioned above it is 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 <>. Here are some examples:
|QR-code-name||possible QR-code-name results|
Please note: 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 of the string.
- “.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.
Figure 4: Inserted QR Code in template
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.
Please 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 qr-code.
· 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, for example, 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 exceed this maximum length are 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 maximum 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:
|Level L||7 % of the code words/data can be recovered|
|Level M||15 % of the code words/data can be recovered|
|Level Q||25 % of the code words/data can be recovered|
|Level H||30 % of the code words/data can be recovered|
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to email@example.com.