Problem
Customer needed itinerary items to automatically change to ‘Unconfirmed Amendment’ status when passenger guest information (PGI) is updated, so suppliers can be re-confirmed with the new passenger details.
What We Found
This functionality is not part of Kaptio core package. However, it can be achieved with a custom Salesforce Flow built in the customer’s org that triggers when Passenger records are updated.
Solution
- Create a Record-Triggered Flow on the Passenger object that triggers when relevant passenger fields are updated
- In the Flow, query Itinerary Items that have PassengerItineraryUnitAssignment__c records related to the updated Passenger
- Filter the Itinerary Items to only include those where KaptioTravel__Mode__c = ‘Active’
- Further filter to exclude items where KaptioTravel__ConfirmationStatusId__c = ‘11’ (Unconfirmed) or ‘51’ (Confirmation Not Needed)
- Update the matching Itinerary Items: set KaptioTravel__ConfirmationStatusId__c to ‘12’ and KaptioTravel__ConfirmationStatus__c to ‘Unconfirmed Amendment’
- Optionally set KaptioTravel__UnconfirmedPaxAmendment__c to ‘true’ to flag items whose passenger info has changed
Notes
- This requires a custom Flow - it is NOT built into Kaptio core package
- The customer must determine which Passenger fields should trigger the status change
- Confirmation Status ID Reference: ‘11’ = Unconfirmed, ‘12’ = Unconfirmed Amendment, ‘51’ = Confirmation Not Needed
- PassengerItineraryUnitAssignment__c is the junction object that links Passengers to Itinerary Items
Warnings
⚠️ This is a customer-implemented solution, not a Kaptio product feature ⚠️ Customer is responsible for testing and maintaining the Flow
Source: KHELP-12233