Configure the Additional Information application

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

To configure the Additional Information application, 1) click on the Admin link in the Account menu:

2) Then click on the Workflows link in the left hand panel of the Admin Home page:

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

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

5) The Additional Information application Settings menu will appear. Click the button with the ‘+’ symbol, and the relevant information to the Code, Label and Message fields:

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 CBT Agency Admin portal. 

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

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

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

 

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