Custom fields are available if you need to collect custom information or provide additional services such as pre-trip approval or a specialized booking. As an administrator, you can create custom fields to appear during the booking and purchase flow that can be set as required or optional for users to fill out.
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- Label: Enter the label that will be displayed for the custom field. The maximum size is 128 characters.
Tip: For a pre-trip approval field enabling the user to enter a reason for the trip (to send to the approver), you might use "Reason for Trip (Sent to Approver)". - Tooltip: Enter the tooltip for the custom field. The tooltip appears when the user hovers a pointer over the field.
Tip: We recommend that any constraints for this field be displayed as part of the tooltip. For example, if you are showing a text field limited to 30 characters, include a mention of that limitation or restriction in your tooltip.
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- Field Type: Choose Text, Checkbox, Date/Time, Number, List, PTA (pre-trip approval), DSM (dynamic site messaging), or DSM Push (Mobile Push Notifications) from the dropdown menu.
Warning: Once the field has been saved, the field type cannot be changed. - For all field types except PTA and DSM, select the following:
Add to Open Enrollment Registration: Click this checkbox if the field should appear in open enrollment registration.
- Add to User Settings: Click this checkbox if the field should appear in the user profile. If you select this option, you can then choose the following options:
- Category: Choose the user profile category where this field should appear from the dropdown menu, such as Travel Preferences or Contact Information.
- Allow only Agency to View and Edit this field: Click this checkbox if only agency users should be able to see or change this field.
- Mandatory Field: Click this checkbox if the field should be required.
- Enter the Field Type Preference information based on your chosen field type, as follows.
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Add one or more collections to a Custom Field Set in order to be able to attach the set to service rules, and thereby define what groups of users will see the custom fields. See Service Rules for details about attaching a Custom Field Set to a Travel service rule, and see Groups Tab for Managing Groups for details on setting up groups.
Note: A collection of pre-trip approval (PTA) custom fields can't contain both notification-only and approve-decline fields. However, a set may contain both notification and approve-decline collections.
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- If you haven't already done so, after clicking the Services tab click the Custom Fields link. The Custom Field Configuration page appears.
- Click the Custom Field Sets link. The Custom Field Sets page appears.
- Click the Add A New Custom Field Set link to add a new set. The Add page appears.
- Enter or edit the name in the Set Name field. This name should be easily recognizable as a specific custom field set in a dropdown menu.
- Click the Add Collection to Set button. The Add Custom Field Collection page appears.
- Click the checkboxes for the collections to add to the set.
- Click Add to add the collections to the set. The Add page reappears.
- Click Save to save the collection.
Note: To commit all of your changes after saving them, click the changes not applied link at the top of the page. The Commit Changes page appears. Click the Commit button.
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- You want to have all travelers or a group of travlers travelers to indicate whether their trip will be "Personal" or "Business".
- You want the options to be presented as a list from a dropdown menu.
- You also want this cutom custom field to be presented right after they log in and to be manditorymandatory.
- If the traveler selects "Personal" then you would like to have a message display on the Purchase page that will remind them to change their form of payment.
- If the traveler selects "Business" then no other action is needed.
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- Create a custom field collection and name it. Ex: "Business Personal"
- Add a custom field list. Options from list: EX: Business=Business and Pleasure=Pleasure
- Add another DSM Custom field to display on Purchase page with this script in the "Advanced" field
// Custom Field 1
var per=UserPnrData.CustomFields.BusinessPleasure.BusinessPleasure;
if (per=="Per") {out.print("true");}
else {out.print("false");}
- Save and add to the Collection set.
List custom field:
DSM custom field: