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Via TRM Knowledge Base
Automations
Settings
Custom Fields
Users
Dashboards
Travelers
Events
Programs
Applications
Forms
Travelers
Traveler Applications
Traveler General Forms
Traveler Tags
Programs
Terms
Authorizing Provider Programs
Applications
Forms
General Forms
Recommendations
Reporting
Templates
Automations
Application Type
Form Type
Events
Messages
Mailers
Application Mailers
Recommendation Mailers
Event mailers
Program Interest
Form mailers
Message mailers
Account mailers
Plan Mailers
Travel Plan Detail Mailers
SafeCheck Mailers
Via Travel
Travel Plans
SafeCheck
Details
Group Leaders
Reporting
Risk Alerts
Plan Forms
Dashboards
Proxy Management
Automations
Via Travel Dashboards
Plan Forms
Plan Form Mailers
General
Release Notes
SSO and Data Integration
Sign Up/In/Out
Provider Hub
Traveler Point of View
Via Travel
Faculty
Via Sparks
Automations
Configure and customize automated actions in Via for greater efficiency
How do I create a new automation?
How do I edit the mailer an Automation sends?
How do I edit the name of an Automation?
What are Automations?
Automation Glossary
What is the difference between a form and application automation type?
What is an Automation History Log?
How do I delete an Automation?
Application Type
How do I edit Application Type Automations?
What Triggers and Conditions are available for Application Type Automations?
Form Type
What Triggers and Conditions are available for Form Type Automations?