Version 2.1.1 update and safety hardening

Use validated legacy QR merge-field output

Follow this guide to generate legacy QR content only from a non-empty template and valid formatter arrays. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: CRM administratorPermission: AdministratorModule v2.1.1

Jump to steps

Where to goSetup → Settings → General → QR Code Manager → supported document settings

Before you start

Use an account with Administrator and confirm the intended record or setting before making a change.
Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What you’ll accomplish

Generate legacy QR content only from a non-empty template and valid formatter arrays. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

Go to Setup → Settings → General → QR Code Manager → supported document settings.
Select the relevant record, filter, report, model or configuration described below.
Use the displayed action or read the current values without altering unrelated data.
Compare the output with the code-backed rules and expected result in this guide.
Record or correct any mismatch before relying on the output in production.

Fields and options to review

Exact actionUse validated legacy QR merge-field output

Exact navigationSetup → Settings → General → QR Code Manager → supported document settings

Module version2.1.1

VerificationVerify the described lifecycle, setting, PDF or compliance evidence behaviour in the same workspace.

Rules the system enforces

Empty templates are rejected.
Formatter output must be an array.
Invalid keys and non-scalar merge values are skipped rather than injected.

How to confirm it worked

The supported use validated legacy qr merge-field output flow completes without bypassing permission or validation checks.
The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
Test settings and automated jobs with controlled records before production-wide use.

Was this guide useful?Your response is stored only in this browser.