Kube comes with default section tiles and setup forms that work out of the box for the Visitor Management App. Because of the advanced nature of modifying these forms, this article only defines the form types. This article does not cover changing the sequences, selecting parent-child sequences, or building a new form. For further assistance customizing a form, reach out to Yardi technical support.
For examples of what each section tile's default form looks like, see Default home page tiles and their forms.
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.
Type | Operator explanation and example | Results |
Text | Creates a plain text entry field for a visitor to fill out.
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Creates an entry field for a visitor to provide their email address. Validates for a valid email address format.
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Phone | Creates an entry field for a visitor to provide their phone number. Validates for a valid phone number format.
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Radio | Creates radio button options for a visitor to select from.
The Value column must be filled out with no spaces between each comma for each radio option. Each comma denotes a new radio button.
EXAMPLE Radio Button 1,Radio Button 2,Radio Button 3,Radio Button 4
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Select | Creates a drop down menu of selection items for a visitor to select from.
The Value column must be filled out with no spaces between each comma for each drop down menu option. Each comma denotes a new drop down menu option.
EXAMPLE Select Option 1,Select Option 2,Select Option 3,Select Option 4
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Image | Allows the visitor to take a picture of themselves. This picture is sent in the notification to either the member or internal user through an email workflow. The templates must be set up to include this token. For more information, see Adding an email template for email workflows.
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Button | Creates a button for the visitor to proceed to the next page or complete a form.
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Label | Creates a label that can be added before or after other field types. These can offer additional information about the field. The text can be formatted using HTML text formatting.
NOTE: The label option type has many functions, and this is only one example of many.
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Footer Note | Creates a footer note towards the bottom of the screen. This can be information or contain steps for the visitor. The text can be formatted using HTML text formatting.
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Member List | Creates a searchable list of members the visitor can choose from.
NOTE: A member's name only appears in this list if they have selected public visibility for their profile. Otherwise, the member's name does not appear and cannot be searched. For more information, see Managing a member's Visitor Management settings.
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QR Code | Generates a QR code that a visitor can scan with their smartphone. The QR code can navigate the visitor directly to your prospect portal or a URL of your choice.
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Notification Text | Creates a text box where the visitor can include a personal message to their host. The custom message is only sent to the host if the proper SMS, email templates, and workflows have been set up. For more information, see Adding an SMS template for SMS workflows and Adding an email template for email workflows.
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Day Pass | Creates an entry field for a visitor to provide their email address. Validates for a valid email address format. If a valid email address is provided, this option checks the visitor into an open desk if they have an available day pass.
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