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Setting Up Custom Point Buttons in Proxi

Melinda Haughey avatar
Written by Melinda Haughey
Updated over a week ago

Objective

This SOP outlines the steps to create and customize buttons in Proxy using the custom fields add-on, enabling enhanced data collection and user interaction.

Key Steps

Step 1: Access Point Settings 0:16

  • Navigate to Point Settings in Proxy.

  • Here, you can edit or hide existing button options.

Step 2: Ensure Add-on is Active 0:42

  • Confirm that the crowdsourcing and fields customization add-on is enabled.

  • If not, go to Add-ons and Apps to add it to your map.

Step 3: Customize Data Collection 1:00

  • Access the crowdsourcing and field customization area.

  • Customize the data fields you want to collect and display on your map.

Step 4: Add a Custom URL Field 1:44

  • In the custom forms field section, click on Add Color and Field.

  • Create a URL field for your custom button (e.g., name it Michelin link).

Step 5: Enable Button Display 2:32

  • Turn on the option to show as button for the URL field.

  • Set the button text and choose a hex color for the button.

Step 6: Customize Button Appearance 3:01

  • Optionally, add a custom icon URL for the button.

  • Adjust the button's background color to enhance visibility.

Step 7: Save Changes 3:37

  • The button settings auto-save as you make changes.

Step 8: Edit Point Data 3:58

  • Edit a point in your map to add the new Michelin link URL.

Step 9: Update Spreadsheet View 4:39

  • Go to spreadsheet view to manage multiple points.

  • Paste the links into the new URL field and delete old links if necessary.

Step 10: Review Updated Points 5:04

  • Check that the Michelin links appear correctly on the left side under the map.

  • Optionally, hide any other buttons you do not want to display.

Cautionary Notes

  • Avoid cluttering the interface with too many buttons; keep it user-friendly.

  • Ensure that all links added are functional and relevant to the points they represent.

Tips for Efficiency

  • Use spreadsheet view for bulk updates to save time.

  • Regularly review and update button links to maintain accuracy.

Link to Loom

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