Data fields are personal information your site asks about visitors when they sign in or pre-register. You can add, edit or delete them for your sites.
| Required tier | Corporate, Enhanced, or Enterprise tier. What is my tier? |
| Required permission | Site configuration. This permission is included by default for the account administrator and site administrator role. What is my role? |
Access data field settings
- From the left sidebar in VisitorOS, click the Settings
icon, then select Sites.
- Select a site.
- Click Personalization.
- Under "Data Fields", click Configure to access its settings panel.
Data field settings
Once you have accessed the "Data Fields" settings panel, you can make the changes shown below.
Add a new data field
In the Data Fields settings panel, you can add a new field in two ways.
- To select from a pre-built data field, under "New Data Field" use the drop-down menu to select a data field.
- To create your own field, click New Data field and edit its details. For more information, see Edit data fields.
Edit data fields
To edit a data field, click the Edit icon next to the data field you want to update. Below are the changes you can make to a data field.
| Setting | Description |
| Screen Label | The name of the data field shown to your staff and visitors. If your site supports multiple languages, use the language picker to add a label for each language. |
| Mandatory | Requires the data field to be filled out during sign-in. Turn on to make this field required. |
| Control Type | Choose how guests or users interact with the data field, such as using a drop-down list or a date picker. |
| Hide on Devices | Turn on to hide the data field from visitors during sign-in. Your staff can still see this data field when inviting visitors. |
| Remember Last Entry for Returning Visitors | Turn this option on to automatically fill in the data field with information the visitor provided during their last visit (if applicable). The visitor's information will be stored on the portal according to the "Personal Info Validity Period" set in Returning Visitors settings. To learn how to configure this setting, see Change returning visitors settings. |
| Limit to Specific Visitor Types | Choose which visitor types can see this data field. |
Disable or enable a data field
When you disable a data field, your saved edits and configuration remain in the system, but the field no longer appears during sign-in or pre-registration. The field will appear again after you enable it.
- To disable a data field, clear the checkbox next to the data field in the list.
- To enable a data field, select the checkbox next to the data field in the list.
Delete a data field
When you delete a data field, the field and its configuration are permanently removed. The field will no longer appear during sign-in or pre-registration.
To delete a data field, click the Delete icon next to the data field you want to remove permanently.
Reorder data fields
You can change the order in which data fields appear during sign-in and sign-out. To reorder a field, click and drag a field to a new position in the list.