Creating Export Templates

This is an important feature for viewing, filtering, exporting, inserting and sharing your scan records.

Export Template 1

Select only the columns you want in your reports and in the order you want them to appear in your report.

Export Template 2

Rename the column headers to match your destination document/sheet. For advanced users you can use regular expression to parse structured data.

Export Template 3

Create ‘placeholder’ columns in the template. Drag and drop ‘Custom Value’ from the Static Choices column to the template column and then name it. You can optionally auto-fill all records with the same value by adding that value here.

custom_template_column

Advanced: Why use Regular Expression?

Regular Expressions (regex) can break up raw data embedded together in a barcode (or in the response text) into individual fields. It is commonly used for VCARD parsing (see section E  below). Here are some examples.

barcode for template instructions

A. Barcode including line feeds to show each element on a different line:

John Doe
Engineer
Design Inc.
Cupertino, CA
1-800-555-1212
john@email.com

The regex pattern would be:

^([\s\S]*?)\r\n([\s\S]*?)\r\n([\s\S]*?)\r\n([\s\S]*?)\r\n([\s\S]*?)\r\n([\s\S]*?)$

Notice the pattern begins with the ^ symbol and ends with the $ symbol. Also notice the ([\s\S]*?) pattern repeats six times for six elements. And (important) the \r\n repeats 5 times.

The regex replacement would be:

$1 for ‘John Doe’

$2 for ‘Engineer’

And so on …

You need to clone six times for six elements, each using the SAME pattern but with a different replacement ($1, $2, etc.).

regex template

B. Barcode including five bar ‘|’ separators for six elements:

John Doe|Engineer|Design Inc.|Cupertino, CA|1-800-555-1212|john@email.com

The regex pattern would be:

^([\s\S]*)\|([\s\S]*)\|([\s\S]*)\|([\s\S]*)\|([\s\S]*)\|([\s\S]*)$

Notice the pattern begins with the ^ symbol and ends with the $ symbol. Also notice the ([\s\S]*?) pattern repeats six times for six elements. And (important) the \| symbols repeat 5 times.

The regex replacement would be:

$1 for ‘John Doe’

$2 for ‘Engineer’

And so on …

As with the line feed (\r\n) example, you need to clone six times for six elements, each using the SAME pattern but with a different replacement ($1, $2, etc.).

C. Barcode including five space separators for six elements:

The setup is the same as above but in the pattern you need to use \s as the separator.

D. Barcode including five tab separators for six elements:

The setup is the same as above but in the pattern you need to use \t as the separator.

E. VCARD barcode parsing:

The parsing of VCARD data is similar to the above except you will need to parse each field based on the field’s description. Please look here for VCARD Parsing Regex for Barcode Scanner.

in Scans