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How to link records by scanning a barcode or QR code

Updated over a week ago

To turn on barcode/QR code scanning for the Record Finder, you need to go to:

  1. Your linked record field's settings

  2. Record Finder Options section

  3. Record finder mode should be set to List

  4. Turn on Allow users to scan barcodes & QR codes in finder

  5. Optional: Turn on Automatically start camera for the camera to open as soon as the record finder is opened.

  6. Optional: Turn on Auto submit after scanning to link the record as soon as a code has been scanned successfully and close the record finder.

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