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Customizing advanced tour outcome form custom fields

Up to 20 different advanced tour outcome form fields can be customized to meet your organization's needs. These fields can store information about the tour or anything else required after a tour ends. When you customize an outcome form custom field, you specify the field name and data type. Kube then displays these custom fields on the Outcome Form.

This article describes customizing outcome form custom fields.

NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.

CAUTION: Once a custom field data type is selected and the field has been used, this selection cannot be changed. If you would like to update a data type, please reach out to Yardi technical support.

To customize advanced tour outcome form custom fields

  1. Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Profile screen appears.

  2. Select Custom Fields in the side menu, then the Tours and Tour Custom Fields tabs.

  3. The Book a Tour Custom Fields menu appears. Select the Outcome Form Custom Fields tab.

  4. Select the edit button.

  5. Enter your custom field names into the fields you want to customize and select a data type. See the end of this article for a screen reference.

  6. Select Save.

NOTE: Only the fields that have been customized appear on the Outcome Form.

Custom tour fields screen reference

Custom Field

Displays the order custom fields appear in the Custom Field menu for a space.

Label Text

The text entered in this field appears as the label for the custom field in the Custom Field menu for a space.

Data Type

Select the data type the field should support when users add information to the field. The following data types are available:

  • List: Creates a dropdown list of the values entered in the List Values column. See List Values for the required format.

  • Text: Creates a field that accepts alphanumeric text values.

  • Date: Creates a date picker field.

  • Checkbox: Creates a selector box that can be selected or deselected to indicate 'yes' or 'no'.

  • Number: Creates a field that accepts only numeric digits.

CAUTION: This selection cannot be changed once the field is used. To change a data type, please reach out to Yardi technical support.

Decimal Places

This option only becomes active if the Number data type is selected. This field allows you to enter a numeric value for how many decimal places the number field supports. If only whole numbers should be entered, enter 0 into this field.

Mandatory

Select whether the custom field is required before the page can be saved. Kube indicates if the field is required with a red asterisk (*).

Query

This column only appears if a custom list query has been created. For assistance with creating a list using a query, please reach out to Yardi technical support.

List Values

This field becomes active when the List data type is selected. This field must be filled out in the following format:

List Item 1^List Item 2^List Item 3

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