Global search and Barcode scanning in Field Service Mobile App

By | June 7, 2022

Introduction

The ability to search a record by scanning its barcode is an intuitive and useful feature making the searching process quite easier. In our previous blog you saw adding of the Barcode field in the Case form. By adding this you can scan any Barcode and unique value of that Barcode will get updated in the barcode field on Case form.

We can add Barcode field in any of the forms in CRM. Also, we can search the barcode globally.

Global search will help the users to search the records quickly in the CRM.

Through Global search we can simply scan the Barcode using the Scanner and after scanning the barcode, the user will able to see the records for which the barcode is scanned. After scanning the barcode in the search, we will be able to see the associated records because in the barcode field the unique code will get auto-populated when the user scans the barcode.

In this blog we will see how we can use Barcode Scanning to search for Products in Field Service Mobile App.

Below is the example of Global Search for Barcodes in the Field Service Mobile App.

  • Add the Barcode field in the form as explained in the previous blog.
  • Navigate to powerapps.com
  • Navigate to tables.

Field Service Mobile App

  • Select Products in the Table.

Field Service Mobile App

  • Go to views under the Product table.

Field Service Mobile App

  • Select the Quick Find All Products view.

Field Service Mobile App

  • Click on ‘Edit find table columns’.

Field Service Mobile App

  • Select the Barcode and click on Apply.

Field Service Mobile App

  • The Barcode will get added in the ‘Find By’ section as shown below:

Field Service Mobile App

  • Click on Save and Publish.

Field Service Mobile App

  • Open the Field Service Mobile App in mobile.

Field Service Mobile App

  • Click on Search icon.

Field Service Mobile App

  • Click on Barcode icon to search the associated records with respective to the barcode.

Field Service Mobile App

  • Scan the Barcode.

Field Service Mobile App

  • Records associated with the scanned barcode will be searched and displayed.

Field Service Mobile App

Conclusion

As illustrated above, you can see how easy it is to use Barcode Scanning to search for Products in Field Service Mobile App.

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