Step-by-Step Tutorial

Simple Data Collection App with Scanning and Form Field Entry

1. Sign in to

Barcode Scanner App

2. Create Service

a. Click the “Services” link in the codeREADr navigation bar at the top of the page.

b. Click the “Create a Service” button in the top-right corner.

create scan services

3. Select ‘Record Scans’

a. Select ‘On-Device and Later Sync Online’ option in the drop-down menu.

b. Click ‘Create Service’ at the bottom of the screen.

Create a service

4. On the Name tab, name your service.  Optional: Add text or HTML instructions for the app user.

Name your barcode scanner service

6. On the Users tab, select which app User(s) you want to authorize to scan for this service.

Note: New Users can be created during this step or created later on the Users page and then added to the list of authorized app users for this service.

authorize users to scan

7. On the Questions tab you can create custom questions and integrate them into this service.

a. To create your own questions, select the ‘Add a Question’ button located above the list of ‘Available Questions’ on the right side of the page.

Note: We have sample questions already prepared. Sample questions are listed under ‘Available Questions’ by default and include Interest Level, Product Interests, Contact Method and Comments.
Create a question
b.   Name the question and select its answer type from the drop down menu e.g. ‘Short Answer’ (form entry), ‘Multiple Choice (Single Answer)’ or ‘Multiple Choice (Multiple Answer)’. Input text into each option field for multiple choice question types.
Click the ‘Add Option’ button to include additional multiple choice answers for your question.
Click the ‘Submit’ button to add this new question to the list of Available Questions.
coding custom questions
c. Advanced: Select ‘Other Collection Options’ from the dropdown menu to include a Custom Question (URL) or a Custom Question (HTML)
URL and HTML custom questions
d.  Add as many questions to this list as you please. In order for these questions to be included in the service, you must drag & drop them from the list of Available Questions to the appropriate fields to the left.
The ‘Ask before submitting any scan’ is typically used for services that only need to record information.

Multiple questions can be dragged to the same field and ordered how you want them to appear to the app user.

Click ‘Save and Continue’ to proceed.

Ask multiple question after scan

8. On the Advanced tab, the most common selections for simple Data Collection purposes are shown in the image below.

Note: The Advanced Option “Improve performance by targeting the barcode format(s) of this service” improves the functionality of the scanning engine on your device. If you are unsure of the name of the barcode type you plan to use: Go to the ‘SD PRO – Try It’ option on the app’s sign-in page as it will identify the barcode symbology after each scan.

targeting the barcode format(s)

9. Review Service Specifications and click ‘Done’ to finalize your service.

Review Service Specifications

Part Two: Create a Custom Export Template:

Choose what collected data you want to export in the format that best suits your needs by creating a Custom Export Template.

1. Click the “Scans” link in the navigation bar at the top of the page.

Scan navigation link

2. Click on the ‘Export templates’ link in the Navigation Bar near the top right corner of the screen.

Name the new customized report template.

name export templates

3. Drag and drop the items from the columns on the left to the ‘Columns for the template’ column on the right to add them to the export template.

Drag and drop scan flow

5. Click ‘Save Template’

Save scan template

After completion, this custom template will be available for selection in the “Output format” dropdown box on the Scans page.

Export CSV file