Customizing the Scanning Queue
The Scanning Queue is fully customizable, allowing you to add custom fields to your Lead or Contact forms. This enables users to populate more fields quickly while using the scanning application.
Steps to Add Custom Fields to the Scanning Queue
1. Navigate to Setup
• In your Salesforce Org, click the gear icon in the top-right corner and select Setup.
2. Access Custom Settings
• In the Quick Find box, search for Custom Settings and select it.
3. Manage eContacts Settings
• Locate the custom settings labeled eContacts Settings and click Manage.
4. Add Custom Fields
• To add custom fields to the Standard Form, include the following syntax in the Simple Form Whitelist field:
{
"Lead": "Custom_Field1__c@0.5,Custom_Field2__c@0.5",
"Contact": "Custom_Field1__c@0.5,Custom_Field2__c@0.5"
}Key Details:
• Object Name: The name of the object (e.g., “Lead” or “Contact”) whose form you want to customize.
• Field API Name: The API name of the field to be added (e.g., Custom_Field1__c).
• Field Width: The width of the field, expressed as a percentage of a 12-block grid (e.g., 0.25, 0.5, 0.75, or 1). Vision-e recommends values like 0.25 or 0.5 for clean formatting.
Important: Avoid adding spaces within the syntax.
5. Save Changes
• Click Save and navigate to the Scanning Queue page to confirm the custom field(s) were added successfully.