Enable property autotraces
For Delphi clients that were installed before R51, Autotraces were created and managed via Workflows in Salesforce Setup. Recently, Salesforce made the decision to begin retiring this functionality, limiting Delphi corporate administrators from being able to add new traces on demand. For your user community to continue benefiting from automatic task creation, we have added a Property Autotrace functionality to the property setup components of our product.
The Property Autotrace functionality provides a list of standard tasks typically performed when managing inquiries and bookings in the system. From this collection, corporate and property administrators can customize and activate what is appropriate for the property.
As you prepare to enable this feature, be sure to consider the following:
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Your environment may already have Autotraces setup for task creation. This new functionality is not designed to replace this configuration. You can activate it if you need to add a new Autotrace for a property, or if you want to make business changes to the way Autotraces are managed by your corporate and property administrators.
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Before activating one of the Property Autotraces, corporate administrators should validate if one already exists as a workflow in Salesforce Setup. To avoid duplicate activities being created for users, matching workflows will need to be disabled before the new Autotrace is activated.
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Workflows can be applicable to all properties in your environment. Disabling a workflow will impact all properties in your org. Consider activating the new Property Autotrace at all properties that will need it as part of your plan to roll out this new feature.
Depending on when your Delphi was deployed, Autotraces may be managed in one of two ways in your org. This feature enablement guide provides guidance for each approach. Be sure to compare each with your org’s configuration so you know which approach is appropriate.
For assistance with this feature configuration, please contact your Amadeus sales representative to learn more about our Services offerings.
This feature requires R51 or later. To view the release installed in your org, see Installed Packages.
Add the Manage Autotraces button to the Property page layout
- Go to Setup > Create > Objects > Property.
- Point to the Page Layouts related list and click Edit next to the Property layout.
- In the property layout toolbar, click Buttons.
- Drag Manage Autotraces to the Custom Buttons section of the layout.
- Click Save at the top of the layout page.
- Repeat the steps for the Event Only Property Layout.
Property Details Autotraces versus Salesforce Workflows
To know which guidelines are best for you to follow to enable this functionality, you need to validate how your Delphi Org has been configured for Autotraces.
Some Delphi environments allow property administrators to choose which Autotraces need to be enabled for their property from the Property Details page. Other Delphi environments mandate the same Autotrace settings for all properties by managing these directly via Salesforce Workflows. So which configuration applies to you?
Take the following steps to see whether your org has been configured to allow property administrators to activate Autotraces themselves.
- Go to All Tabs (+) > Properties > Select a property name.
- Slowly scroll down the Property Details page and look for references to Autotraces or Tasks.
If you were able to locate a section titled Auto Traces (or something similar to the image above), your org has been configured to allow property administrators to manage which autotraces are in use.
If no reference appeared while you were scrolling, Autotraces are managed exclusively via Salesforce Workflows. You will require corporate administrator input and assistance to continue enabling this functionality.
Disabling Existing Property Details Autotraces
To avoid duplicate activities being created for your users, existing Autotraces need to be disabled before enabling new Property Autotraces.
- Go to All Tabs (+) > Properties > Select the property name.
- Click Edit.
- In the Auto Traces section, clear the checkbox next to the autotrace you want to disable.
- Click Save at the top of the Property Page.
Disabling Existing Salesforce Workflow Autotraces
To avoid duplicate activities being created for your users, existing Salesforce Workflow Autotraces need to be disabled before enabling new Property Autotraces.
- Click Setup in the top right corner.
- Under Build > Create > Workflow & Approvals click Workflow Rules.
- From the list provided, locate and select the name of the workflow you want to disable.
- Click the Deactivate button at the top of the Workflow Rule Page.
To deactivate workflows, you must have corporate administrator access to the system. If you are in an environment with multiple properties, deactivation of the workflow will apply to all locations. If you are replacing this workflow with a new Property Autotrace, make sure to activate it at each property after you have disabled the existing one.
Activating a new Property Autotrace
- Go to All Tabs (+) > Properties > Select the property name.
- Click Manage Autotraces.
- Locate the Property Autotrace you want to activate. Click the Edit icon if you want to customize the settings before you activate it.
- Select the Active checkbox to enable the Autotrace. The system will automatically save your changes after this has been selected.
For assistance with this feature configuration, please contact your Amadeus sales representative to learn more about our Services offerings.