Learn step by step how to build, configure, and activate your first automation scheme – without getting lost in technical details.
Open the Functionality menu and go to the Schemes tab.
Then, click New Scheme.
In the window that appears:
- Enter a name for your scheme. We recommend using clear, descriptive keywords related to the process. This will help you find it easily as your list of schemes grows.
- Select the scheme type. Each scheme type (and corresponding GDS) has its own functionality and a unique set of workflow components.
Once you start building a scheme, its type cannot be changed. Choose carefully based on your needs.
When you're ready, click Continue.
After pressing Continue, the Scheme properties window will open.
In the Main tab, you'll need to specify:
- GDS
- PCC or OID
Select a GDS from the drop-down list.
Once the scheme is activated and the first object is processed, the GDS cannot be changed.
If you need to use a different GDS later, you’ll have to create a new scheme.
Choose carefully.
In the Error E-Mail tab, enter the email address where you want to receive system error notifications.
You can also configure additional properties in the optional tabs:
- Description
- Error Queue
- Warnings
When you’re done filling in the required properties, click Save.
In the upper-right corner, you'll see a Test mode toggle.
When enabled, it allows you to test the scheme using real bookings – without making any actual changes to them.
After saving the properties, the Scheme editor will open.
In the top-left corner, you'll see the scheme name, the Scheme properties button, and the current status.
Below that, you’ll find the Toolbar menu, organized into three categories:
To add an element to the Canvas, click the desired element in the menu column, then click anywhere in the workspace to place it.
To configure an element, double-click it. In the window that opens, set the desired values.
For the Start element, select External start as the source. This allows you to manually ingest a PNR without automatically connecting to any sources.
You can also run the scheme in Test mode to test the flow without modifying the actual PNR.
To connect elements, hover over the source element, hold the left mouse button, and drag the arrow to the target element.
To delete an element, double-click it and click the Trash bin icon in the menu that appears.
To duplicate an element, select it and press Ctrl+C, then Ctrl+V.
Depending on your use case, a scheme can branch into multiple paths with different endpoints. Regardless of the structure, each branch – and the scheme as a whole – should have a clear and logical conclusion.
Once your scheme is complete, it’s time to test how it works.
We recommend saving your scheme regularly while building it. Before closing the page, make sure to save your work by clicking the Save button or pressing Ctrl+S.
You can run a check at any stage while building your scheme.
To do this, click Check (Ctrl+K).
If there are any configuration errors, a pop-up window will appear with a notification.
Once your scheme is ready, click Activate Scheme to launch it.
The process will run in either normal or test mode, depending on the settings you selected earlier.
You can edit your scheme both before and after activation.
To do so, click the scheme name in the Schemes list. Then, in the window that opens, click Edit Scheme in the top-right corner.
After making changes, click Save (Ctrl+S) and reactivate the scheme (see step 6).
We recommend activating the scheme only after all necessary changes have been made. This helps prevent errors during PNR processing.
Once activated, a new version of the scheme will be created, and PNRs will be processed according to the updated logic.
In the example below, the Conditions element checks for the presence of HX segments.
If such segments are detected, the workflow proceeds with the OK path, and the booking will eventually be cancelled.
- If the cancellation is successful, the client will receive a notification.
- If the cancellation fails, a remark will be added to the PNR, and the booking will be placed in a queue.
