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Trip Settings

Configure trip approval workflows, base requirements, and custom fields.

Note: Trip Settings requires the appropriate permissions. This section is only visible if your role has the necessary capabilities.

Accessing Settings​

  1. Go to Trips in the left sidebar.
  2. Click Settings in the top navigation.

Base Information​

Configure global requirements for trip creation:

  • First Approval Required — Toggle whether first-level approval is needed.
  • First Approval Approver — Select the default first approver.
  • Second Approval Required — Toggle whether second-level approval is needed.
  • Second Approval Approver — Select the default second approver.
  • Purpose of Travel Required — Toggle whether purpose of travel is mandatory.
  • Cost Estimation Required — Toggle whether cost estimates are required.
  • Actual Cost Tracking Required — Toggle whether actual cost recording is required.
  • Min Characters Purpose of Travel — Set minimum character count for the purpose of travel field.
  • Instructions Purpose of Travel — Set instruction text displayed for the purpose of travel field.

Approval Rules​

Define rules to route trip approvals based on specific conditions:

  • Rule Name — A descriptive name for the rule.
  • Match Type — Match "All" or "Any" conditions.
  • Conditions — Filter by trip attributes (e.g., Name, Traveler).
  • Approver — Assign a specific user to approve trips meeting these criteria.
  • Notes — Additional context for the rule.

Click Create New Rule to add an approval rule.

Define Custom Fields​

Extend the trip data model with organization-specific fields:

  • Use the field builder to create custom field groups and add fields.
  • Custom fields appear in the trip detail drawer when viewing or editing trips.

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