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Create Custom Fields, Custom Screens and Smart Rules

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As part of your visitor flow, you might need to ask visitors for additional information, tell them about health and safety rules, and require them to sign agreements. This information gathering and sharing can be achieved via remote registration, at reception, or at the kiosk when checking in. Questions are created in 'custom fields' and smart rules can determine the next step in the check-in journey, depending on the responses given.

Custom fields can also be configured for internal use only, and only shown to receptionists and admins when creating or editing visits. 

Smart rules are set when creating custom screens for the check-in flow. Learn more: Custom screens

Custom fields

Custom fields are personalized questions that request additional information from your visitors. The information gathered from your visitors can be saved in their visitor profile and prefilled on subsequent visits to your building. Follow the steps to create the questions to be asked when a visitor checks in, or for admins to complete when creating or editing visits.

  1. Sign in to Proxyclick and navigate to Settings > Custom fields.
  2. Click New custom field (or click the More Actions icon to the right of a field in the list to edit an existing rule).
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  3. Create your question in the Add new custom field popup window:
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    1. Name: Enter a name for the field. This will appear as a title on the custom screen.
    2. Type: Select how the visitor will give their response. The options are:
      • Free text: Allows the visitor to enter their response using the keyboard.
      • Multiple-choice: Provide a list of options for the visitor to select from. The selection can be used to determine the next step in the  check-in process. Selecting this reveals the 'Values' box where you enter the options.
        • Values: Enter each option for the multiple-choice list in the 'values' box. Enter each option on a separate line.
      • Yes/No: The visitor can only select a 'yes' or 'no' response. The selection can be used to determine the next step in the  check-in process.
      • Date: Allows a date selection to be made.
    3. Default value: Select or enter the default response presented to the visitor. The visitor can change the response if required.
    4. Data retention period: Select the required retention period for the response to the question.
    5. Others: 
      1. Mandatory: When enabled, the visitor cannot continue to check-in until they have provided a response.
      2. Save in visitor profile: Enable to save the visitor's response in their profile.
      3. Active: Active fields can be added to the check-in flow. If the field is already in use, you must remove it from the check-in flow before disabling it here.
    6. Only show this field to receptionists and admins during visit creation or editing: Toggle the button to enable. When enabled, the question cannot be added to the visitor's check-in process.
  4. Click Save to save the question and make it available to add to your check-in flow (if active).

The questions created in Custom fields can be added to custom screens displayed on the kiosk when a visitor checks in, and to the remote registration.

Custom screens

Custom screens are steps in the check-in process that gather information from your visitor or provide information. The questions created in Custom fields above are available to select when building your check-in process flow.

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Learn more: Custom screens

Smart rules

When adding a multiple-choice or yes/no question to your custom screens, you can add a rule to allow the answer to determine the next step in the process. 

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Learn more: Questions and rules for custom screens