Unpublish and Pause Automations when Archived or Canceled
complete
Autopilot
Merged in a post:
When itinerary is canceled, all automations should deactivate
D
Dawn pink Ladybug
I have canceled itineraries sending out payment reminder emails. When an itinerary is labeled as canceled, all automatons should stop
M
Modest Ant
When you move a trip into Archived it now gives you the option to unpublish the trip and remove automations/tasks.
A
Atomic tangerine Basilisk
When I click Cancel - it pops up asking if I want to cancel automations, and other things.
Q
Quasar blue Otter
Isn't this already an option when deleting, after the whirlwind updates this fall?
D
Dawn pink Ladybug
Quasar blue Otter seems like it wasn’t an option for canceled itineraries before the updates. I had clients who canceled their itineraries months ago still getting emails
M
Molly Johnson
complete
This is now complete! You can see for yourself by moving a trip to cancelled or archived. Just make sure you are using our
system statuses
for cancelled/archived - it won't work if you have created your own custom statuses representing those states.G
Gleaming Iguana
Molly Johnson..How can we tell if it is a system status vs one we created?
M
Molly Johnson
Gleaming Iguana quick loom explainer: https://www.loom.com/share/50d0ddf137c141ec88e1321aee7968a0?sid=2f01588b-f8a6-46b5-b7ce-92c9f8108eb2
O
Official Dragonfly
And while we are at it make it where we can give sub-categories to the system statuses. We all like to bucket our information in certain ways that work for us, and unless we can sub them out, the information isn't read by the system if it isn't in the system defined category.
J
Jacinth Perch
Yes, please this!
Autopilot
Merged in a post:
Remove Automation based on status
V
Vivid Shrew
We should have a way to remove all automations/tasks when we move a trip to a cancelled status. I still get flight reminders for cancelled trips and e-mails still get sent if I don't remember to remove the automation.
T
Tangerine Pheasant
Yes and all tasks tied to it should be archived as well!
Autopilot
Merged in a post:
Toggle to deactivate automations on a trip and not have to manually deactivate each
O
Olive Dormouse
Manually deactivating automations on archived trips is time consuming - would love a toggle or "deactivate all"
Load More
→