Transitioning bookings in bulk
- David Fairbank
- Melanie Whyte
- Claire Spooner
This feature is available in 2.28 (released April 2024)
Transitions can be applied to multiple bookings directly within each Booking Item. The available transitions as defined by the workflow.
Navigating to an individual booking item from manage booking → booking items displays all information and bookings which are associated to this booking item.
Overview and selecting bookings
Each Booking Item page shows summary financial and booking information. All bookings associated with the booking item are displayed within the bookings table at the bottom of this page.
Selecting at least one booking shows the option to perform a bulk action.
Bulk action steps
The subsequent page is the bulk action wizard which guides you through the steps for choosing and applying a transition.
Select bookings
Allows for the initial selection of bookings to be amended
Review selection
Shows all bookings which have been selected. These are all the bookings to which a transition will be applied. Further columns can be added to the table view of the bookings to display further information relating to each booking.
Select bulk action
Once the booking selection has been confirmed the list of available transitions is shown. The transitions displayed here are all those which are defined within the workflow.
Only those transitions specified to be performed by the role of the person performing the bulk transition against the state of the bookings selected will be available.
Bulk action options
When the selected transition contains actions requiring user input the wizard enters into step 4. If there are no actions requiring user input this step will be skipped.
Workflow actions requiring user input are detailed below:
Fill in fields
The fields selected to be filled in during this transition are displayed. If the field is defined as mandatory within the workflow it is required that a value is entered during this step.
Fields that are not mandatory can optionally be changed. By default the values will not be changed.
Confirmation
The confirmation step displays all the changes which will be applied as a result of the chosen transition and any associated options.
The table of bookings to which these changes will be applied are shown with the ability to preview after transition. This shows an indication of how each booking will appear after these changes have been applied.
Where the transition contains an email action this will be available to preview e-mail as an indication of the information the user will receive.
Summary
The final step shows the results of the chosen transition against all of the selected bookings. The table of bookings shows the result for each booking, which is indicated as successful or failed.
Where a transition has failed against a booking, the reason for the failure is shown within the notes column.