Published at: 2025-10-31

Equipment Barcode (Generated in ShareCRM)


1. Device Code Field Maintenance

  • Predefine the “QR/Barcode Code (Api Name: device_code)” field value rule on the Device object. QR/barcode generation and scan recognition are both based on this field.
  • Note: Historical enterprise field name may have been Equipment SN.
  • By default, the QR/Barcode Code equals the serial number. If your organization uses another value rule, enter the value manually or generate it into this field via a function.
  • If device barcodes were generated in another system, simply enter or synchronize those barcodes into the “QR/Barcode Code” field when creating new Device records; they will also be scannable.

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2. Generating Barcodes in ShareCRM

  • Navigation: Service Connector -> System Settings -> Device Management -> Device Settings
  • Open the “Device Code” menu and click [Device Code Generation Rules]

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2.1 Device Code (Barcode) Style

  • In the Device Code generation rule basic settings, choose the code type — you can generate Barcode, QR Code, or both.
  • Barcode: generates a barcode that contains only the code text; scanning does not trigger a redirect.
  • The generated name is customizable; it will be used as the exported device code PDF filename for easier lookup and categorization.

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  • Set the print style in the style print template.
  • Choose Barcode as the code type.

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2.2 Device Code (Barcode) Printing

  • The system provides a [Print Device Code] button on the Device object by default. Assign the [Export Device Code] permission to the relevant Roles or users.
  • Click [Print Device Code] to generate and print device codes. You can also select multiple devices and click [Export Device Code] or [Merge Export Device Code] to export in bulk.

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3. Device Code (Barcode) Usage Scenarios

3.1 Scanning Associated Device from Common Objects

  • For objects that have an “Associated Device” field — such as Work Order or Spare Parts Consumption — enable the “Scan to Add” capability. Calling the UI function will recognize the device code and associate the Device record.

```java // Support scanning device barcode // Example uses the work order field field_97ZrY__c as the scan field — replace as needed

// Get the scan field data String deviceContent = context.data.field_97ZrY__c;

Map map=[:]

if (deviceContent != null) { // Query the Device by barcode // Convert short link to long link if applicable APIResult ret = Fx.object.findOne(“DeviceObj”, FQLAttribute.builder() .columns([“_id”, “name”]) .queryTemplate(QueryTemplate.AND([“device_code”: QueryOperator.EQ(deviceContent)] )) .build(), SelectAttribute.builder() .build());

log.info(“ret :” + ret) if (ret.data != null) { String dataId = ret.data[“_id”] as String; map=[“field_97ZrY__c”:dataId]; } } UIEvent event = UIEvent.build(context){ editMaster(map) } return event ```

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4.2 External Terminal Users Scanning (Barcode) to Lookup Devices

Prerequisite: Enable Terminal User Service Connector and grant the Terminal User or Guest Roles permission to the Device object. If you want guest users to scan and query all Devices, set the Device object data permissions to Public. (See: Business Objects and Role Permissions)

  • When external users submit a Work Order, they can tap the Device field and scan to associate the Device.

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  • The Lookup Tool menu allows manual text entry or barcode scanning to search. (See: Terminal User Lookup Tool)

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