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      3. Automations

      How do I edit a Plan Automation?

      Plan Automations were built based on user research and subject matter expertise. Plan Automations use various Triggers, Conditions, and Actions so that repeat actions occur automatically to save admins time in Via Travel. Once an Automation is created, administrators with permission have the ability to edit it can edit it at any time. 

      Via Travel provides 19 pre-built Plan Automations

      • Traveler adds Itinerary item to Solo plan
      • Admin cancels Group Plan
      • Traveler leaves Group Plan
      • Traveler joins Group Plan
      • Traveler or Admin reinstates Solo Plan
      • Traveler or Admin cancels Solo Plan
      • Traveler creates Solo Plan
      • Admin Removes A Detail in the Group Itinerary Traveler Notification
      • Admin edits a detail in the group itinerary
      • Admin adds a detail to the group itinerary
      • Group Plan: Admin edits Group Plan
      • Group Plan: Admin reinstates Group Plan
      • Group Plan: Admin cancels Group Plan
      • Group Plan: Admin adds Traveler to Group Plan
      • Group Plan: Traveler leaves Group Plan
      • Group Plan: Traveler joins Group Plan
      • Solo Plan: Admin changes Solo Plan status
      • Solo Plan: Traveler creates Solo Plan
      • Solo Plan: Traveler or Admin cancels Solo Plan

      To learn more about how to create a Plan Automation, click here.

      Please note that when editing Automations and / or creating new ones, admins will have the potential to create duplicative Automations or overlook an important step in their workflow. 

      Via recommends creating internal processes to ensure that all Automations are carefully configured and reviewed to avoid duplicate actions.

      As a result, internal coordination and processes from the onset of this feature launch are advised.

      Automations must be saved with an Active Status to perform the Action that has been configured.  

      To edit a Plan Automation action from the Automations Page...

      1. Click Builder
      2. Click Automation
      3. Search for the preferred Plan Automation
      4. Click the pencil icon 
      5. Edit the Actions
      6. Click Save 

       

      To edit a Plan Automation's Trigger and Condition...

      1. Click Builder in the main navigation menu
      2. Select Automation from the drop-down menu
      3. Click the Automation Name (start at 1:25 seconds in the video below)
      4. Edit the Trigger (Step 2), as desired
      5. Edit the Condition(s) (Step 3), as desired (optional)
      6. Edit the Action (Step 4), as desired
      7. Scroll to the top of the page and click the Save button