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. 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.

in Scans