Add the Agent and Agency fields to the Inquiry page

This feature is only available with version R54 or higher. To determine the release installed in your org, see Installed Packages.

You no longer need to wait for business to become a booking to track agency collaboration. To help you monitor all business coming from outside agencies, Delphi now has Agent and Agency fields available to be added to the Inquiry Details page by your corporate administrator. If you receive RFPs from MeetingBroker, these fields are automatically populated with the data received from MeetingBroker.

To add the Agent and Agency fields to the Inquiry page

These fields are automatically included on the Salesforce Lightning default Inquiry record page. If you are using the Salesforce Classic experience or have previously customized the Lightning Inquiry record page, follow the steps below to add the fields to the Inquiry page.

  1. Go to Setup > Create > Objects > Inquiry.

  2. Hover over the Page Layouts related list and click Edit next to Inquiry Layout.

  3. In the Inquiry Layout toolbar, click Fields.

  4. Drag a new Section onto the page layout below the Temporary Contact & Account section.

  5. Complete the following:

    • Section Name: Select Agent & Agency

    • Layout: 2-Column

    • Tab-key Order: Left-right

  6. Click OK.

  7. From the Inquiry Layout toolbar, drag the Agent, Agency, and IATA Number fields into the new section.

  8. Drag a new Section onto the page layout below the Select Agent & Agency section.

  9. Complete the following:

    • Section Name: Temporary Agent & Agency

    • Layout: 2-Column

    • Tab-key Order: Left-right

  10. Click OK.

  11. From the Inquiry Layout toolbar, drag the applicable Agent and Agency fields required for your organization into the new section.

  12. Click Save and confirm your changes.

  13. Hover over the Page Layouts related list and click Edit next to Event Only Inquiry Layout.

  14. Repeat steps 3-12 for this layout.

  15. Hover over the Page Layouts related list and click Edit next to RFP Inquiry Layout.

  16. In the Inquiry Layout toolbar, click Fields.

  17. Drag a new Section onto the page layout below the Contact Information section.

  18. Complete the following:

    • Section Name: Agency Information

    • Layout: 2-Column

    • Tab-key Order: Left-right

  19. Click OK.

  20. From the Inquiry Layout toolbar, drag the Agency Name, Agency Website, and IATA Number fields into the new section.

  21. Drag a new Section onto the page layout below the Agency Information section.

  22. Complete the following:

    • Section Name: Agent Information

    • Layout: 2-Column

    • Tab-key Order: Left-right

  23. Click OK.

  24. From the Inquiry Layout toolbar, drag the applicable Agent and Agency fields required for your organization into the new section.

  25. Click Save and confirm your changes.

  1. Click Setup (Icon of settings cog) > Setup.

  2. In Quick Find, enter 'App Builder.'

  3. Under User Interface, click Lightning App Builder.

  4. Find the most recent LightningInquiryRecordPage record page and click Edit. The Inquiry Record page displays.

    If the option to edit is not available, this indicates that the Lightning Inquiry page layout has not been customized, and the Agent and Agency fields are already included in the page layout.

  5. Add the Select Agent & Agency section.

    1. Under Fields> Fields Components, drag a new Field Section onto the record page, below the Temporary Contact & Account section.
    2. On the right-side of the page, enter 'Select Agent & Agency' into the Custom Label field.
    3. Click + Add Filter. The filter window displays.
    4. Click Advanced and then click Select. The Select field window displays.
    5. Click the drop-down list and select Record.
    6. Click the drop-down list and select Record Type.
    7. Click the drop-down list and select Record Type Name.
    8. Click Done.
    9. In the Operator field, select Equal.
    10. In the Value field, enter 'Default.'
    11. Click Done.
    12. Click + Add Filter. The filter window displays.
    13. Click Advanced and then click Select. The Select field window displays.
    14. Click the drop-down list and select Record.
    15. Click the drop-down list and select Record Type.
    16. Click the drop-down list and select Name.
    17. Click Done.
    18. In the Operator field, select Equal.
    19. In the Value field, enter 'Event Only.'
    20. Click Done.
    21. Under Show component when:, select Any filters are true.
    22. Under Fields, drag the Agent, Agency, and IATA Number fields into the new section.

  6. Add the Agency Information section.

    1. Under Fields Components, drag a new field section onto the record page, below the Select Agent & Agency section.
    2. On the right-side of the page, enter 'Agency Information' into the Label field.
    3. Click + Add Filter. The filter window displays.
    4. Click Advanced and then click Select. The Select field window displays.
    5. Click the drop-down list and select Record.
    6. Click the drop-down list and select Record Type.
    7. Click the drop-down list and select Record Type Name.
    8. Click Done.
    9. In the Operator field, select Equal.
    10. In the Value field, enter 'RFP.'
    11. Click Done.
    12. Under Fields, drag the Agency Name, Agency Website, and IATA Number fields into the new section.

  7. Add the Agent Information section.

    1. Under Fields Components, drag a new field section onto the record page, below the Agency Information section.
    2. On the right-side of the page, enter 'Agent Information' into the Label field.
    3. Click + Add Filter. The filter window displays.
    4. Click Advanced and then click Select. The Select field windows displays.
    5. Click the drop-down list and select Record.
    6. Click the drop-down list and select Record Type.
    7. Click the drop-down list and select Record Type Name.
    8. Click Done.
    9. In the Operator field, select Equal.
    10. In the Value field, enter 'RFP.'
    11. Click Done.
    12. Under Fields, drag the applicable Agent and Agency fields required for your organization into the new section.

  8. Add the Temporary Agent & Agency section.

    1. Under Fields Components, drag a new field section onto the record page, below the Agent Information section.
    2. On the right-side of the page, enter 'Temporary Agent & Agency' into the Label field.
    3. Click + Add Filter. The filter window displays.
    4. Click Advanced and then click Select. The Select field window displays.
    5. Click the drop-down list and select Record.
    6. Click the drop-down list and select Record Type.
    7. Click the drop-down list and select Record Type Name.
    8. Click Done.
    9. In the Operator field, select Equal.
    10. In the Value field, enter 'Default.'
    11. Click Done.
    12. Click + Add Filter. The filter window displays.
    13. Click Advanced and then click Select. The Select field window displays.
    14. Click the drop-down list and select Record.
    15. Click the drop-down list and select Record Type.
    16. Click the drop-down list and select Name.
    17. Click Done.
    18. In the Operator field, select Equal.
    19. In the Value field, enter 'Event Only.'
    20. Click Done.
    21. Under Show component when:, select Any filters are true.
    22. Under Fields, drag the applicable Agent and Agency fields required for your organization into the new section.
  9. Click Save.
  10. To activate, click Activation or Activate at the top right:

    1. On the Activation page, select the App Default tab.

    2. Click Assign to Apps or Assign as App Default.

    3. Select Amadeus Delphi, Amadeus Delphi – Events Only, and Amadeus Support.

    4. Click Next to accept any other messages and prompts.

    5. Click Save.

    6. To go back to Delphi, click the browser’s back button.

      If the new Lightning record page is not visible, clear the browser cache.

  11. If you are ready to activate this page, click Activate.

    1. On the Activation page, select the App Default tab.

    2. Click Assign to Apps or Assign as App Default.

    3. Select Amadeus Delphi, Amadeus Delphi – Events Only, and Amadeus Support.

    4. Click Next to accept any other messages and prompts.

    5. Click Save.

  12. To go back to Delphi, click the browser’s back button. If the new Lightning record page is not visible, clear the browser cache.

For assistance with any feature configuration, contact your Amadeus sales representative to learn more about our Professional Services offerings.