Purpose

This article explains how to set up custom travel fields in TravelBank.

Audience

This article is directed toward TravelBank customer administrators and travelers.

Overview

Custom travel fields help TravelBank administrators automate their work, and eliminate manual work, in terms of reporting. These fields can help administrators gather more granular details, such as creating tags for cost centers or out-of-policy reason codes. The available custom travel field types are open text fields and dropdown fields, and the fields can be set to either required or optional. Travelers see these fields during checkout and throughout all points of the booking flow.

Known limitations

Administrators can add no more than five travel custom fields.

Add a custom field using the TravelBank website

To add a custom travel field on the TravelBank website, take the following steps:

From the TravelBank left navigation menu, select “Company Settings” and then “Travel” > “Custom Fields”.
Select “Add" at the bottom-right of the screen. This brings up a “Create New Custom Field” form (see Figure 1).
Complete the form fields as needed, and note that once you create your custom field, you cannot rename it later (that is, edit the “Field Name” field).
- If you select “Dropdown” in the “Field Type” field, an “Input field type values” section appears. This is where you can add the options for your dropdown menu; select “Add Another Option” to add as many options as needed. If you need to add more dropdown menu options after you create your custom field, you can edit the dropdown options later.
Once you’ve completed the fields in the “Create New Custom Field” form, select “Add”.

“Create New Custom Field” form, including a “Configure Field Properties” section and a “Set Rules” section

Figure 1. “Create New Custom Field” form

Set rules for your custom field

By default, your new custom field is turned off and is not a required field. (If a field is required, travelers cannot complete their booking until they complete the custom field.) To turn on your custom field or to make the field required rather than optional*, go to the “Set Rules” section of the “Create New Custom Field” form, and turn the toggles to On.

*Note: Only admins can set rules for custom fields.

Edit a custom field

To edit a custom field once you’ve created it, select "Edit" to the right of the custom field you want to modify (see Figure 2).

List of custom fields with an “Edit” button to the far-right of each row; the “Edit” buttons are outlined for emphasis

Figure 2. “Edit” button to the far-right of each custom field

This opens an “Edit Custom Field” form, where you can enable or disable the field; make the field required or not required; and, if the field is a dropdown field, make changes to the dropdown options.

Traveler experience using custom fields

During checkout, travelers see the custom fields set up by administrators in the “Additional Booking Details” section, as shown in Figure 3.

Additional booking details section, including the custom fields set up by administrators, that a traveler sees during checkout

Figure 3. How custom travel fields appear to a traveler during checkout

These additional booking details (that is, the custom fields information) are also available for trip modifications and throughout all points of the booking flow.