One essential aspect of Kiosk customization is setting up a Fields page within your kiosk flow. Whether you're collecting customer information, conducting surveys, or managing data, the Fields page can be a versatile tool. In this guide, we'll walk you through the process of creating and configuring a Fields page to suit your needs.
Accessing the Fields Page
To begin, navigate to your kiosk flow editor. Look for the purple plus button – this is your gateway to adding a new page. After clicking the purple plus button, a menu will appear with various page options. Choose "Fields" to create a page specifically designed for collecting and managing data.
Fields Page Settings
Once you've added the Fields Page, it's time to configure its settings.
Background Images: Choose or upload background images to enhance the aesthetics of your page.
Header: Add a header to your Fields page to provide context or instructions to users.
Form Options: This section allows you to manage all the fields on your page. You can delete the preloaded phone number contact field if it's not relevant.
Add New Field: To include additional contact fields, click "Add New Field." You can also apply filters to each new contact field to refine user input. You can also add, rearrange, edit, and delete form options as needed once you have selected all of the fields you want to include. For more in-depth details on Contact Data Fields click here.
Page Name: Give your Fields page a descriptive name.
Deactivate this page within the flow: Temporarily disable the page if necessary.
Show this page while the previous page is communicating with the Patch servers: Choose whether to display the page while data is being processed.
Auto Force Transition Time: Set a time delay for automatic transitions (not set by default).
Back Button Label: Customize the label on the back button.
Next Button Label: Customize the label on the next button.
Hide top menu bar, back button, or next button: Opt to hide these elements if they're not needed.
Page Filter Settings: Add filters to the page to control if this page will show for all Contacts or only Contacts that match a set of criteria.
Sync Settings: Decide whether the page should sync with the server when completed. If syncing on this page you will want to use the Contact Updated event. You will also need to select the Identifier.
Automatically Set Field Values: This setting allows you to set data on the Contacts profile based on completing this page. For example: If you are using this page to conduct a survey you could apply a data field like a Tag to each contact that completes the survey so that way you can make sure they aren't prompted to complete the survey again on their next check-in. If you set any type of data you can then use that data to filter against later or to further segment your database.
Security Codes: Require a security code to proceed to the next page; you can add new codes if necessary.
Back/Next Button Colors: Customize the background and text colors for the back and next buttons.
Idle Timeout: Set how the kiosk behaves when left idle (e.g., Do Nothing or other options like syncing if check-in started and resetting the flow without saving data).
Flow Security Codes: Apply security codes to the entire kiosk flow, ensuring data security throughout the process.