Custom Fields
- Malissa Olofernes
- Lori Guillory
- Meredith Russell
Deem’s custom fields feature allows you to create custom fields on several pages displayed to users for your site. These fields can be as simple as a text or numeric entry field, a custom message, or a push message that displays only between certain dates. For some pages, you can use custom JavaScript to execute conditional processing for a field.
Videos
The videos below demonstrate creating custom fields. Click on each to see the demonstration.
Benefits and Need to Know
You can create custom fields on the following pages in Deem:
trip search (home page) after user searches
purchase
trip confirmation, trip details, and email notification
change your trip
user profile pages
Custom fields in Deem are subject to a limit of 4000 bytes. The remaining bytes count is conveniently displayed just below the list box. These custom fields are visible on both the desktop and mobile versions of Deem.
Any custom fields in your template copy to new sites cloned from that template. You can assign custom fields to display for a specific user group.
You can create the following types of fields as custom fields:
dropdown list
text
numeric entry
checkbox
pre-trip approval (PTA)
dynamic site messaging (DSM)
date and time (not commonly used)
conditional fields configured with a JavaScript
Process Overview
The process for creating custom fields and displaying them to users is as follows:
Select or create a new custom field collection: You choose the pages on which the custom fields will display at this level.
Create custom fields: After selecting a custom field collection, create the custom fields in that collection one at a time. The options selected for the custom field collection determine many of the options available for your custom field.
Add one or more custom field collections to a custom field set.
Last, assign a single custom field set to the service rules for a specific user group.
Create Custom Field Collection (choose pages to display custom fields)
If you want to include the new fields in a new collection, follow the steps below.
Important: The collection level is where you select the page/s where the custom fields are displayed.
Each custom field collection can be assigned to a specific user group, which allows you to customize the display each type of traveler sees in Deem.
From the Partner Dashboard home page, click the Settings link to the right of the site you want to update.
On your Partner Dashboard, click the Services tab.
Under the Travel heading, click the Custom Fields link.
Below the list of collections, click the Add A New Collection link.
Create the collection details:
Name: Enter a name for programming PNR and Profile mapping; do not use spaces or special characters.
Label: Customer will see this message/label.
Description: Optionally, enter text that displays to the user as a heading for this collection of fields.
To set all the custom fields in this collection to display on specific pages, set options as appropriate in the Include Collection in following pages section:
In the Include Collection in following pages section, you can select one or more of the options below as applicable to the types of fields you want to create.
Important: These selections are optional. If you plan to create fields to display in the user profile, or for pre-trip approval (PTA) or dynamic site messaging (DSM), do not select any of the options in this area.Ask for User Input on Trip Search page: Select to display the custom fields in this collection as fillable fields on the Trip Search page. The following options then become enabled:
Make Collection Optional for User: Select to display a checkbox next to the custom fields in this collection on the Trip Search page; the user must select that checkbox to display the custom fields on that page.
Display on Trip Review Page: Select to display the values that the user enters in the custom fields in this collection on the Trip Review page.
Ask for User Input on Purchase Page: Select to display the custom fields in this collection as fillable fields on the Purchase page.
Display on Trip Confirmation, Trip Details and eMail Notification Pages: Select to display the values the user enters in the custom fields in this collection on these three pages.
Include Collection as part of "Change your trip" pages: Select to display the custom fields in this collection as fillable fields on applicable pages when the user modifies their trip.
If you want to enter a script for a conditional display of the custom fields, enter that script in the Conditional Display of Collection section. See the following for script examples:
Dynamic Site Messaging (DSM) – How to Configure DSM
Pre-Trip Approval (PTA) - How to Configure PTA
When finished, click Save at the bottom of the page.
Create Custom Fields
Before creating the actual custom fields, consider where you want the fields to be displayed. The previous section detailed how to set up a new custom field collection, which is where you choose the pages that display the custom fields you create here. You can either create a new custom field collection per above, or use an existing custom field collection.
To create the custom field/s:
On your Partner Dashboard, click the Services tab.
Under the Travel heading, click the Custom Fields link.
Click the Custom Field Collections link.
As applicable, click the name of either the new custom field collection you just created (see note above), or another existing custom field collection.
At the bottom-left, click Add Custom Field.
In the Field Information section, complete the following as needed:
Name: Enter a name for this field that does not display to travelers.
Label: Enter the text for this field that you want to display to travelers.
Tool Tip: Optionally, enter any helpful text for user entry that you want to allow users to display.
Mandatory Field: Check this box to force users to complete this field before saving the page.
Other options in this section depend on the page the parent field collection is set to use. Complete as needed, using the tool tips in the interface to learn more about each option.
The following example shows the options for a custom field to be created for the user’s profile page.
The options in the Field Type Preference section vary by the type of field selected above in Field Type. Complete as needed, using the tool tips in the interface to show more about each option.
If this field uses a JavaScript, you can click the Advanced link to open additional options for the script.
After making all selections, click the Save button at the bottom of the screen to return to the Custom Fields page.
As needed, follow steps 5-9 again to create additional custom fields.
If desired, change the order in which these fields display by entering numbers in the Display Order column and then clicking the Update Display Order link.
After creating all custom fields and setting the order for the fields, click the Done button at the bottom of the page.
Add Collections to a Custom Field Set
Next, add one or more collections to a custom field set. One custom field set can be assigned to a specific user group as part of its Service Rules, per the next section below.
On your Partner Dashboard, click the Services tab.
Under the Travel heading, click Custom Fields.
Click the Custom Field Sets link.
If you need to create a new custom field set:
Click the Add A New Custom Field Set link.
Enter a name for this set in the Set Name field.
Open a custom field set by clicking its name.
On the Manage Set page, click the Add Collection to Set link.
A page opens with all available custom field collections.Click the box next to one or more custom field collections to assign to this custom field set. You can click the name of a custom field collection to see its settings.
After selecting all collections to include, click the Add button at the bottom of the page.
If desired, adjust the display order of these collections by entering numbers in the Display Order column and then clicking the Update Display Order link.
After making all changes, click the Save button at the bottom of the page.
Add Custom Field Set to a Service Rule (assign fields to user groups)
The last step is to assign a custom field set to the service rules for a specific group, as follows:
At the top of the partner dashboard, click the Rules tab.
Click the Service Rules link.
On the Service Rules page, next the name of the group to which you want to assign a custom field set, click either the Add or Edit link as available for that user group.
Toward the end of the page, in the Custom Fields section, select the custom field set to assign to this user group from the Custom Field Set dropdown.
Commit all changes (click the # changes not applied link at the top-right and click Commit).
Test the site to ensure all custom fields are displaying correctly and as intended.
Examples and Use Cases
Profile Custom Field Examples
Consider adding data collection fields in the user profile to collect data for your agent team, or to get to know your travelers better. For example, freeform fields for Flights, Hotel, Car, and Seat additional requests.
Example: Create a dropdown menu containing frequent flier status for all carriers. Selections write to the traveler’s off-line profile and/or PNR:
Admin (Delegate) name, email and phone number:
Adds Admin email and phone number to each PNR or profile.
You can create multiple fields if a client would like more than one written.
Manager name and email:
Clients may want to have a reporting manager written to a PNR or profile regardless of approval/notification process.
Additional email addresses, allowing you to write to PNR or profile, supporting the ability to send agency invoices to each email written to the PNR or profile.
Example: Add an additional notes section under Travel preferences for air, car, hotel, and seats, allowing the customer to add additional preferences for the offline agent team.
You can add custom fields to the Travel preference, Personal and Employee, and other sections of the profile. Below is an example of adding the manager name and email to the Personal And Employee section.
Purchase Page Custom Field Examples
Consider adding the following for the purchase page:
list/dropdown menu for Billable or Non-Billable.
Text (Freeform) for Reason for Travel, Trip ID#, etc.
Check box for terms agreement: I have read the and understand the rules of this reservation.
Data collection for guest bookings:
Client would like further trip information for their guest travel.
Profiled traveler data is also needed for guest bookings, but not available in guest accounts.
Customer Experience Screen Examples
Purchase Page
Purchase page with custom fields:
Â
Travel Preferences
Travel Preferences custom fields:
Profile
Personal and Employee Section: Custom fields for manager name and email:
Â