Non Electronic Content - Custom Field for Scanning Operations
RecordPoint has the ability to add a custom field for scanning operations. This field is configured on the General Settings page in RecordPoint and stored under the custom field created. RecordPoint also generates a barcode however this will be stored in the Barcode Value field and not the custom field created. When items cannot be found using the newly configured field a search will be performed using the in built RecordPoint barcode field.
There are three stages to configure a custom barcode field. They are:
- Create a custom barcode field;
- Configure barcode scanning lookup field; and
- Process the custom barcode field.
RecordPoint supports the bar codes that are compliant with SharePoint.
For further information see Microsoft TechNet article https://technet.microsoft.com/en-us/library/cc262490.aspx.
Create custom barcode field
An iisreset restart is required post creating the custom barcode field on all WFE in the SharePoint Farm. This should be scheduled out of business hours.
- Log in as RecordPoint as a Site Collection Administrator
- Go to Site Settings
- Go to Site Columns
- Create a column e.g. 'CustomBarcodeField' which is a single line of text and required
- Go to Site Content Types
- Add the Custom Column into the Content Type Record, File, Box, Non-Electronic Record, Non-Electronic File and Non-Electronic Box
- Go to Management → Settings→ Storage Settings→ Refresh Content Types
- Create a Non-Electronic Record, Non-Electronic File and Non-Electronic Box and type in values for 'CustomBarcodeField' field
- Go to Central Administration and perform incremental crawl
- Complete an iisreset on each machine in the farm
- Go to Management → Settings→ Search settings→ Refresh the Search Scopes
- Go to Management → Settings→ Search Settings→ Refresh the Search MetaData
- Complete an iisreset on each machine in the farm
Configure barcode scanning lookup field
- Log into RecordPoint as a Site Collection Administrator
- Go to Management→ Settings→ General Settings
- Click the drop down list next to the 'Set the RecordPoint alternate barcode field' label.
- Select the field created from the steps above, alternatively any preexisting field.
Process the custom barcode field
- Create a Non-Electronic File and set the custom barcode field to a value (note this must be unique)
- Create a Non-Electronic Record and set the custom barcode field to a value (note this must be unique)
- Navigate to Non-Electronic→ Barcode Scanning
- Scan or enter the number for the contain records action
- Enter the alternate barcode field value for the newly created file on a new line
- Enter the alternate barcode field value for the newly created record on a new line
- Enter or scan the barcode number for the Finish action