Dated based automation for trip statuses
under review
Canny AI
Merged in a post:
Trips move to "Traveling" status automatically based on dates set
S
Solid Lion
It would be amazing on the board view, but also just with the trip status settings if trips moved to "Traveling" automatically when their start date arrives. This could add some more possibility for further automation using the "Traveling" status if you wanted to trigger other things without having to change the status yourself.
Canny AI
Merged in a post:
Automatic Status Update
L
Late Turtle
Currently we have to move the trips through the status manually eg. move from the planning stage to booked etc.
I would like that once the status is marked a booked and the travel dates arrive, it is automatically moved to the "traveling" status at the start of the trip and moved to "traveled" a day after the trip ends
Canny AI
Merged in a post:
Set conditions to auto move trips into different trip settings
F
Fog Frog
I have a trip setting for "in Travel" and "travel Complete" it would be nice if it could be set to move into those trip setting based on conditions being met. Condition being travel dates. But if we could set the parameters, that would be great.
J
Jonquil Parakeet
Happy to see this under review.
S
Successive Crab
The ability to customize this would also be ideal! I have a column for Traveling Now and One for Traveled/Completed, and I like to see which clients are traveling vs. returned from traveling.
U
Umber brown Ostrich
YES! Please! This would be incredible.
David Shull
Merged in a post:
Automatically Move Trips to Traveling and Traveled
L
Lotus pink Harrier
It would be great if this step was automatic as the traveling and traveled dates are in the itinerary. Maybe with an option to opt into this and an option to be alerted when a trips status has changed to traveling.
This post was marked as
under review