All the changes that you want to make related to the V4S Personal or in the V4S Kiosk application should be configured using the V4S Mobile configurations.


To make the config changes,


  • Log in to Salesforce as Administrator
  • Go to the VFS Apps
  • Click on the name of the App Key for making the changes,
  • Click the Config button, and make the configuration changes


You see the tabs as below for making the configuration changes


  • General
  • V4S Kiosk
  • V4S Personal
  • V4S Roster
  • More


Here is what you can configure using the V4S Mobile configuration screen


General: Using the General screen, you can enable or disable the Check-In button for the volunteers to Check-In to the Shift before or after the Shift start time.


  • If you set the time in the "Allow volunteer check-in after minutes" it allows the volunteer to Check-in to the Shift after the Shift start time.

i.e., if the Shift starts at 8.00 a.m. and the time is set as 30 in the "Allow Volunteer Checkin after minutes", then the volunteer can Check-In to 8.00 a.m. Shift at 8.30 a.m.


  • If the "Allow Volunteer Checkin before minutes is set to 30 then the volunteer sees the Check-in button at 7.30 a.m. for the 8.00 a.m. Shift.
  • If the time is not set in the General setup config screen, then the volunteers see the Check-In button for the Shift the whole day. i.e., the volunteer can signup and Check-In for the 8.00 a.m. shift any time in the day.




V4S Kiosk: To set up the configurations related to the V4S Kiosk application


General tab for V4S Kiosk:

  • To set up the filters for Jobs/Shifts,
  • Setup the default volunteer status when they signup for a Job/Shift
  • Add/Remove contact additional fields that are shown on the signed up volunteers on the V4S Kiosk application for a Job/Shift
  • Enable/Disable the Signup or Check-In button for the volunteers after searching their names for the Signups.


Obfuscate: To obfuscate the contact/volunteer fields that show up in the Signed up volunteer list


Attendees:


Display Attendees List

Define if Attendee List must be displayed. If this field is not selected, you will not see the Attendees Today screen listed

Unique Contact identification

Define which field on the Contact must be used to identify a Contact. Include only a single field such as Email ID or Phone

Display Contact fields on long-form

Define the fields to be displayed on the Add single Attendee screen. These fields are from the Contact object. There is no limit on the number of fields. But we suggest that you keep the number of fields to a reasonable number so that Attendee data can be updated quickly

Display Attendee fields on long-form

Define the fields to be displayed on the Add single Attendee screen. These fields are from the Attendee object. There is no limit on the number of fields. But we suggest that you keep the number of fields to a reasonable number so that Attendee data can be updated quickly

Display Contact fields on short form

Define the fields to be displayed on the Add multiple Attendee screen. These fields are from the Contact object. There is no limit on the number of fields. But we suggest that you keep the number of fields within 3-4 fields. If not, your screen will look untidy and it could take too long to add attendee data.

Display Additional Attendee fields

Define the additional fields that you want to display on the Attendee tile. These fields are from the Attendee object. We suggest that you limit these fields to 2-4 fields for better readability.

Display additional related fields

Define any related additional details about the Attendee. You need to choose the related object and the fields that you want to display from that object. Again, please limit these fields to 2-4 fields.

Attendee List filter

Specify any filter conditions to use to list the Attendees for the Event. This filter should be in SOQL where clause format.

Attendee Search filter

Not supported yet

Allow check-in into any Shift

Allow Attendee check-in to any available shift. If you want attendees to only be added to Shifts where you have added at least one Attendee from within Salesforce, keep this flag unchecked. If this flag is checked, then all Attendees can be signed up from the field. But this means that Attendees can be added to any available Shift.

Events: 


Display Events List

Define if the Event List must be displayed. If this field is not selected, you will not see the Event Today screen listed

Attendees fields

Not supported yet

Attendees-related object fields

Not supported yet

Display Shift Additional fields

Display additional fields from the Shift on the Events Today screen

Display shift-related object fields

Display additional fields from Shift-related objects on the Events Today screen

Display Attendee fields on scan

Define the fields that you want to display on the pop-up that appears on a successful scan. These fields must be from the Attendee object

Display related fields on scan

Define any Attendee-related fields that you want to display on the pop-up that appears on a successful scan. These fields must be from any Attendee related object

Filter for Events to be displayed

Define the filter conditions under which Events are to be displayed. By default, any Shift that has at least one Attendee will be displayed as an Event. An Attendee could be in Confirmed / Unconfirmed /Walkin Status, by default. You can change this using the SOQL where clause format.


Volunteers:


Display Contact fields

The fields here are displayed on the Volunteers Today page. Define any fields that you want to display from the Contact object.

Display Job fields

Display any fields that you want from the Jobs object. These fields will be displayed on the Volunteers Today page.

Display Shift fields

Display any fields that you want from the Shifts object. These fields will be displayed on the Volunteers Today page.

Display Volunteer Hours fields

Display any fields that you want from the Volunteer Hours object. These fields will be displayed on the Volunteers Today page.

Display Volunteer Hours related fields

Display any fields that you want from objects related to the Volunteer Hours object. These fields will be displayed on the Volunteers Today page.

Filter for Volunteers

Define any filter conditions to display the volunteers on the Volunteers Today list. By default, the list shows all Volunteers for Jobs and Shifts today with a Status of Confirmed / Prospect /Web Sign-up on the Volunteer Hours record.


Roster:


Display Members List

Define if the Members list must be displayed on the mobile app

Display Member fields

Display any fields that you want to show from the Member object.

Display additional related fields

Display additional fields from objects related to Members.

Display Job fields

Display any additional fields from the Job object.

Display Job-related fields

Display any additional fields from objects related to Jobs

Display Shift fields

Display any additional fields from the Shift object.

Display shift-related fields

Display any additional fields from objects related to Shifts

Display additional fields for Adults

Display any additional fields from the Accompanying Adult's Contact record

Display Mandatory fields for Adult

Display any mandatory fields about the Accompanying Adult

Filter for Members list

Define any filter conditions to display the Members list. By default, the list shows all Members signed up for Shifts today.

Mandatory Accompanying Adult

This field defines if an accompanying adult MUST be selected for Drop off and PIck up. If this field is not selected, only a list of Accompanying adults is displayed.


Contact Scan:

 

                     

Fields to Display from Contact on ScanYou can add the fields from the Salesforce Contact object, the fields that you add here shows up on the Contact Scan screen when you search for a Contact to Check them in
Fields to Display on Scan from Contact related objectsYou can add the fields from the Salesforce Contact object.
The fields that are added in this section shows up on the device when a contact QR code is scanned for Check-Ins
Filter for Scan Contact.You can add any filters in this section
i.e., allow check-in for active contacts, etc.,
Fields to Display from Contact on Search.Add fields from Salesforce contacts, so those details show up on the device when a contact is searched on the device for Check-In/Outa contact is se
Fields to Display on Search from Contact related objects
Filter for Search Contact.