Configure the Additional Information module

The Additional Information module can be configured to allow for company-specific job references (such as project numbers/order numbers/GL codes etc.) to be recorded. 

1) To configure the Additional Information module, click on the Admin link in the Account menu.

2) Then click on the Workflows link in left-hand hand panel of the Admin Homepage:

3) Click on the workflow, that contains the Additional Information module:

4) Click on the cog icon next to the Additional Information module:

5) The Additional Information module Settings menu will appear. 

5.1) Enter text into the Description of module field

5.2) Click 'Add another field' + icon

Option Drop-down Menu

- Add Code

- Add Label

- Enter Drop Down Values (click 'Add drop down value' + icon)

- Tick Export to PNR (Optional)*

- Tick Mandatory (Optional)**

Free-Text Field

- Add Code

- Add Label

- Add Input Validation (Optional)^

- Tick Export to PNR (Optional)*

- Tick Mandatory (Optional)**

LM-8_Additional_Information_app_Admin.png

*If you require the field data to be added to the online booking for reporting purposes, tick Export. Additional configuration is required in the File Finishing section in the Locomote booking module Agency Admin portal. 

**If you require the field to be mandatory, click Mandatory; this will prevent users from submitting a trip request until all fields are completed. 

^If you require the user to enter in data in a predetermined format, enter in the example with the placeholder data:

A = Alpha (A-Z)

N = Numeric (0-9)

Characters must be entered as per example:

Validation Requirement: AA-NNN

User input: ZA-123

Once all the relevant information has been added, 6) click Save.

NOTE The Code field is not visible to the trip requester within the workflow.

LM-8_Additional_Information_app_Workflow.png

 

 

Have more questions? Submit a request

Comments

Powered by Zendesk