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Workflow Conditions

Workflow Conditions are at the core of creating robust and effective automations. (detailed guide on Creating Automations) With over 600 condition types available, you can customize workflows to meet specific business needs and ensure precision in execution.


Key Notes on Workflow Conditions

  • Mandatory Configuration: A workflow without at least one active condition will not run. Ensure every workflow includes relevant conditions to avoid errors.

  • Multiple Conditions Allowed: You can combine several conditions to create complex automation scenarios.

  • Categories for Ease of Use: Conditions are grouped into categories for better organization and easier navigation.


Basic Condition Example

Scenario: Sending the Check-in information to the guest shortly after they have completed the Check-in form.

Conditions:

Online checkin > Online checkin completed = True

Status = Confirmed.



Advanced Condition Example

  • Scenario: Sending the payment confirmation for a bank transfer payment received in Euros.

    • Conditions:

      1. Status: Confirmed.

      2. Selected Payment Method: Bank Transfer.

      3. Payment Status: Paid.

      4. Currency ID: Euro.




This setup ensures that the workflow only triggers when all specified criteria are met, providing granular control over automation.


Tips for Configuring Workflow Conditions

  1. Start Simple: Begin with a single condition and test functionality before layering additional criteria.

  2. Use Logical Grouping: Combine conditions that naturally relate to each other to avoid redundant configurations.

  3. Test Thoroughly: Use test bookings to verify that your conditions and workflows work as expected.

  4. Document Configurations: Keep records of workflow setups for easy adjustments and troubleshooting.


Future Enhancements

We are continuously improving our automation features, including introducing new dynamic condition types to expand functionality. Stay tuned for updates to streamline your workflows further!

By leveraging Workflow Conditions effectively, you can automate tasks with unparalleled accuracy, ensuring a seamless and tailored guest experience while simplifying operations.

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