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Clicking create new workflow takes you through the creation wizard in order to create and customise a new form workflow.
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Workflow name | Used to help you identify a specific form workflow when there may be many created within a single booking item. |
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Who can initiate workflow | Specifies which users should be capable of taking the initial step to create a new booking. Note: Select timeline owner if you want the owner of the booking to initiate the workflow. |
First state name | The name given to the state into which a new booking will be created when initiated. |
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Transitions
Transitions allow a form to move between states. Which user(s) should be capable of performing the transition, as well as any actions it should perform, can be customised during the transition editing process.
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Each successful transition can optionally apply an action should you wish it to trigger certain behaviour within the system beyond a simple change of state. The list of available actions are shown below:
Action | Description |
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Collect payment | Creates a payment request for the amount specified within the booking option onto which this booking is attached. |
Select refund option | Allows the user performing the transition to choose from a list of refund options provided below. This DOES NOT action the refund. To action a refund please choose the "refund payments" action. |
Refund payments | Triggers a refund to be generated for any transaction(s) processed on this booking. The type and amount of refund can be chosen by specifying refund options within this action. |
Move this booking | Moves this booking to a different booking option within the same booking item. |
Confirm booking | Marks this booking as confirmed. Confirmed bookings allow you to determine which bookings are complete. |
Retract booking confirmation | Removes the confirmed booking marking. |
Ensure user is still eligible | Evaluates the eligibility settings for the booking option and ensure the owner of the booking is still eligible at the point of transition. |
Reserve seat | Reserves a seat for this booking for the amount of time specified below. Once the time expires this seat will be opened up. |
Confirm seat | Allocates a confirmed seat to this booking. |
Release seat | Removes any seat allocation for this booking and open the seat up. |
Apply user fields to profile | Applies any changes to user fields made as part of the form to the user's profile. |
Send e-mail to owner | Sends an email to the primary email address of the owner of the booking. |
Actions can be added from the options (…) menu from an individual transition.
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