Creating Automations

Navigation

Click on Appliction Switcher > Control Panel > Workflow Configuration > Booking Workflows

The Automations page will appear:

Steps

Creating a New Automation

• To create a new automation, click the New Automation button in the upper right corner of the page.

• The Automations > New Automation panel will appear:

• Enter Automation Name - a name for the automation.
• EnterAutomation Description -a brief description to explain objective and intended purpose of this automation.
• Press the Create button.

• The Automations > Blocks panel will appear

Selecting and Entering the Booking Trigger

• Click on the Booking Trigger box and with the left mouse button held-down, drag it onto the "+" Icon on the work canvas:

• The Automations > Blocks > Booking Trigger panel will appear:

  

  • Select the Trigger Event. Choices include the below options:
    • Workflow Change - The automation will be triggered when a workflow change occurs.
    • Field Change - The automation will be triggered when a field changes.
    • Portal Create - The automation will trigger when a booking is created by the customer in the portal.
    • Booking Close - The automation will trigger when a booking is closed.
    • Booking Delete - The automation will trigger when a booking is deleted.
    • Field Match - The automation will trigger when booking fields match selected values.

  • Based on the type of trigger selected, the panel will expand with additional fields to complete the setup of the trigger:

    

For example, the above trigger panel is for a Field Match trigger. Here you can fill in values for fields that need to match in a booking for the trigger to execute.

• Click the Save button once you have completed the Trigger form.

Setting up Automation Actions

• You can choose tthe following types of actions for automations:
  • Email Notifications
  • Create Tasks
  • Finance Action - create charges and costs
  • Banner Action - Display banners, warnings, alerts, and approvals in the booking.
• To setup the Actions for the Automation, select the desired Action and drag it onto the canvas area and place it on the Plus Icon after the trigger.

• Then click on the Action to open the configuration panel. The panel will vary depending on the type of action selected:

The panel shown above is the Action Panel to automatically create a Task.

Viewing the Automation Tile

• When you have completed setting up the automation, a tile will be added to the Automation page as shown below:

• The icons and actions for the Automation tile as explained below:

Editing an Automation

• To Edit and automation, click on the More Options icon of the automation tile:

• A menu will appear. Click on the Edit option:

• The automation Block panel will open:

• Hold your mouse over any of the blocks to view the Edit and Delete icons for that block:

Deleting an Automation

• To Delete and automation, click on the More Options icon in the automation tile:

• A menu will appear. Click on the Delete option:

A message will appear "The automation has been successfully deleted".

Viewing the Automation Summary

• To view the Summary of activity for the automation, click on the More options Icon in the automation tile.

• A menu will appear. Click on the Summary option:

• A slide-out drawer will open and show a summary of the automation:

• The top section will show the user that created the automation, date created, and current status:

• You can add Notes to the automation.
  • Enter Notes at the bottom (highlighted in red) and they will display in the middle section (highlighted in blue):

• A History log of changes to the automation will be displayed in the bottom area:

• A Runs log can be displayed by clicking on the Runs tab: