Adding the Record Picker to an Intelligent Form

The Record Picker simplifies label printing from data sets by enabling users to choose the correct record or records to print without including all records in the data set in the print.

To use the Record Picker, you must first place the Record Picker object on the form of the .btw file you want to use. Then add that label to an intelligent form and map the variables.

1. Online Designer

Open an existing Bartender Cloud label file, or create a new one.
Select the first page of the label's form.
On the toolbar, click , then select Record Picker.

Place the Record Picker on the form.

The Record Picker must be on the first page of the form and be the only object on that page.

In the toolbar, click to open the Database Setup Wizard.
- If you are currently connected to a database, the Database Setup dialog opens.
- If you have not previously connected to a database, the Database Setup wizard starts.
  
  Follow the steps in the wizard to complete the connection setup for the selected file type.
  For this example, we are connecting to a *.csv file as the data source.
  1. On the Select Database Type page, specify the type of database to set up and click Next.
  2. On the Text Database Connection page, select the Database File source and click Next.
  3. On the Select Files page, click Select File to open the Specify Text File dialog.
  4. Navigate to the *.csv file to use as the data source, select it and click Open.
  5. Click Next.
  6. Specify the encoding scheme and database format, then click Next.
    
    To preview the database file, click the Fields tab.
  7. Specify how field names are defined, then click Finish.
    
    The Database Setup dialog opens.
Click the Template tab.
- The Database Fields item in the Data Sources panel now contains all the fields defined in the connected database.

2. Intelligent Forms

Open an existing Intelligent Forms form file, or create a new one.
Click to open the Label Templates panel, then click Link a Label File.
In the Link Label Template dialog, select the space containing the .btw file you want to link.
In the selected space, navigate to the folder containing the .btw file and click .
Select one or more checkboxes to indicate the labels to attach, then click Link Files.
In the Label Templates panel, click beside the template with variables to be mapped.

In the Configure Variable Mapping dialog, specify the form components to be mapped to the label's variables.

You do not have to map all of the variables in the label to all components in the form. You can link as few as one, or as many as there are.

Click Save.

Intelligent Forms displays beside the label template file whose variables have been configured.

When this template is printed from the Print page in BarTender Cloud, the Record Picker displays at the beginning of the workflow to enable the user to select one, some, or all of the records to print.

Adding the Record Picker to an Intelligent Form

1. Online Designer

2. Intelligent Forms

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