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    Export Template Instructions

    Export Templates are an important feature for viewing, filtering, exporting, inserting, and sharing your scan records. Also, you can select which criteria your scan records are filtered by, and what details appear when you export scans. To get to your Export Templates, visit the Scans page and select the Export Templates tab.

    Export templates

    Then, select ‘Create a Template’ and you’ll see this screen. On this page, you’ll be able select the different values and questions you want displayed in the exports of the scan records. Also, you can select the order that they appear in the report. The values appear in descending order. Thus, the first value at the top will appear first.

    Drag and drop columns

    Also, you can select Questions specific to a service. This allows you to make sure that the questions you select are actually the questions you want to display. For instance, you may have two questions, both named ‘Check In’. However, if you filter questions available by service and select your service ‘Attendance’, only one of those ‘Check In’ questions would be available. Thus, make sure the correct question is displayed by checking which service it belongs to.

    Moreover, you can rename the column headers to match your destination document/sheet. First, select ‘Edit’ on the values in the columns for the Template. Also, you can clone the values using the ‘Copy’ button. This is useful for showing multiple answers for a question in different columns, or if you need to repeat data.

    For advanced users, you can use regular expression to parse structured data. This is covered below.

    Export template steps

    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.

    Create a place holder

    Special Fields

    export template operation

    For certain questions or scan properties, there are special options for their specific data.

    This can be seen under the dropdown menu for the GPS Location property. The data collected can be output in several formats, giving the option for an Address (if recorded), GPS coordinates, specifically the latitude, longitude, as well as others.

    This can also be seen in the image below for photos collected using our Photo Collect feature. The options for a link to the photo include both the URL as well as the file name.

    export template operation

    Regular Expression

    Regex columns for a template

    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. Here are some examples.

    Barcode including line feeds to parse into different lines:

    Barcode template instructions

    Pattern:

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

    Replacement:

    $1 for Name

    $2 for Occupation

    $3 for Company

    $4 for Location

    $5 for Phone Number

    $6 for Email

    Result:

    In each column:

    John Doe

    Engineer

    Design Inc.

    Cupertino, CA

    1-800-555-1212

    john@email.com

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

    Barcode including five 5 bar ‘|’ separators for 6 elements:

    Pattern:

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

    Replacement:

    $1 for Name

    $2 for Occupation

    $3 for Company

    $4 for Location

    $5 for Phone Number

    $6 for Email

    Input:

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

    Result:

    In each column:

    John Doe

    Engineer

    Design Inc.

    Cupertino, CA

    1-800-555-1212

    john@email.com

    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. 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.).

    Barcode including five space separators for six elements:

    Pattern:

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

    Replacement:

    $1 for Name

    $2 for Occupation

    $3 for Company

    $4 for Location

    $5 for Phone Number

    $6 for Email

    Input:

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

    Result:

    In each column:

    John Doe

    Engineer

    DesignInc.

    Cupertino,CA

    1-800-555-1212

    john@email.com

    Barcode including five tab separators for six elements:

    Pattern:

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

    Replacement:

    $1 for Name

    $2 for Occupation

    $3 for Company

    $4 for Location

    $5 for Phone Number

    $6 for Email

    Input:

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

    Result:

    In each column:

    John Doe

    Engineer

    Design Inc.

    Cupertino, CA

    1-800-555-1212

    john@email.com

    Cloning fields and ordering elements based on element patterns:

    When using Batch Mode, for example, multiple barcodes are captured within a single field. If you need those barcodes to be presented in a certain order, regex can do that for you providing there’s a way to differentiate the barcodes values scanned.  Please look here for an example regex for Batch Mode order.

    Clone and parse elements in one field:

    Pattern:

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

    Replacement:

    $1 for Name

    $2 for Occupation

    $3 for Company

    $4 for Location

    $5 for Phone Number

    $6 for Email

    Input:

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

    Result:

    In each column:

    John Doe

    Engineer

    Design Inc.

    Cupertino, CA

    1-800-555-1212

    john@email.com

    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.

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