Adding and Customizing Text

Objective

After completing this lesson, you will be able to create Custom Text in Concur Travel.

How to Create Custom Text in Company Notes

Once you access the Custom Text tab in Travel Admin, you can create custom text in several areas of the Concur Travel site. To learn more about creating custom text, watch the following video demonstration.

Manage Custom Text Areas

Now that you’ve seen how to create custom text in Company Notes, let’s look at another area. Review the following steps to learn more about managing custom text in other areas.

Steps

  1. On the Custom Text tab, select an option in the Jump To list to move to the appropriate section.

    A configuration page with dropdowns for Travel Configuration set to NAI US and language set to English (US). The Jump To dropdown is highlighted in yellow and expanded, showing options like ITINERARY, Itinerary Text, and Air Rules Violation, with Air Rules Violation selected in blue.

  2. Select Edit. The section opens, displaying the edit information.

    The Air Rules Violation section displays the default text This flight is not in compliance with the following travel rule(s): in a grey box. The Edit button to the left is highlighted in yellow.

  3. To edit, uncheck the Use default text box and then edit the information as appropriate.

    The Air Rules Violation section for English (US) shows the Use default text checkbox and the default message in a large text box, both highlighted in yellow. Options for saving the text, a language selection box, and a travel configuration dropdown are visible, along with blue Save and Cancel buttons.

  4. Select the appropriate option for Save text to and then update the Travel Configuration Options field if applicable.

    You have the following options available for selection:

    • Single travel configuration
    • All travel configurations
    • Set of travel configurations

    In this example, Single travel configuration is selected with one configuration selected from the Travel Configurations Options list.

    The Air Rules Violation section for English (US) shows the Use default text box unticked, indicating the text has been customized. The current text reads: According to our internal travel policy, this flight is not in compliance with the following travel rule(s):. The Single travel configuration radio button and the NAI US Travel Configuration Options dropdown are both highlighted in yellow. Blue Save and Cancel buttons are at the bottom right.

    Note

    It is also possible to save to all travel configurations. This action will save the text across all travel configurations that you are allowed to manage. If you have global privileges, then all configurations will be updated.

    Note

    You can select the Set of Travel configurations option as well. To select multiple configurations, use the Ctrl key when selecting from the Travel Configurations Options drop-down menu.

    Note

    You can also select All languages. This feature allows saving a single text across all languages for a configuration in one pass, for the convenience of the administrator. This also allows saving text across all languages, and different text to be saved to just one language. Users with the specific language will see their text while users viewing in all other languages will see the text saved to all.

Result

Once saved, the text will appear in its designated area within Concur Travel. In our case, the Air Rule Violation will appear during the booking process, when policy is broken and the user is prompted for a violation reason code. Note the bold text, reflecting the text set in step 4.

A flight booking page displays a Travel Rule Triggered popup. The message at the top says, According to our internal travel policy, this flight is not in compliance with the following travel rule(s): followed by a warning that Air Fare is greater than the least cost logical airfare plus 15%. There's a text box asking for an explanation, with blue Save and Cancel buttons below. Fare details and chosen flight information are shown underneath.

HTML Formatting for Custom Text

Now that you’ve seen how to create custom text in other areas outside of Company Notes, you might be wondering if there are formatting options available for those too.

A picture of a woman standing with her hands on her hip against a blue background. On the left side, a large SAP Anvil shape in black contains a quote in bold white text: “I created a note for Air Searches to book with preferred airlines, is there a way to format the text and emphasize this?” At the bottom left, the name Raven Mitchell, HR Manager, is displayed in smaller white text.

It is possible to insert HTML into any text category using the Company Notes text editor using the following steps:

  1. Clear the Company Notes section
  2. Enter your text in the Company Notes section
  3. Format as appropriate
  4. Use the Source Code button to generate the HTML code
  5. Copy the code
  6. Enter the code into the appropriate section
  7. Reset the Company Notes section

Insert HTML into a Text Category

To learn more about using HTML to format text, review the step-by-step instructions for the following example. In this example you will learn how to add custom text to the Air Search category with bold and red text to encourage users to select a preferred airline.

Steps

  1. Remove the existing text in Company Notes and then enter your text with formatting.

    A Company Notes text editor displays the message Please consider booking preferred carriers in red. The Bold (B) button, Color A button, and the entered text are all highlighted in red. The editor shows standard formatting and text styling options.

  2. Once the text has been customized, select the Source Code icon to generate the HTML code for the text.

    A Company Notes text editor with the message Please consider booking preferred carriers entered in red. The source code button in the toolbar is highlighted in yellow.

  3. Copy the source code text from the pop-up window and then select Cancel.

    A Source Code window displays the HTML code <p> <span style=color: #e03e2d;><strong>Please consider booking preferred carriers</strong> </span></p>, which is highlighted in yellow. The background shows a partially visible Company Notes editor and buttons for Cancel and Save.

  4. Select Edit for the desired category. In this case, Air Search section.

    The Air Search section displays an empty text box. The Edit button on the left is highlighted in yellow. The Go to top link appears in blue at the bottom right.

  5. Paste the source code you copied into the Air Search text box and then select Save.

    The Air Search section for English (US) displays a large text box containing the HTML code <p><span style=color: #e03e2d;><strong>Please consider booking preferred carriers</strong></span></p>, highlighted in yellow. The Save button at the bottom right is also highlighted in yellow. Options for saving text and travel configuration are shown below.

  6. To ensure the Company Notes are not lost, select Reset.

    A Company Notes text editor displays the message Please consider booking preferred carriers in red. The Reset button below the editor is highlighted in yellow. The editor contains standard formatting options, and a blue Show Save Options button is visible.

Result

The Company Notes are restored and the newly added text for air searches is added.

A Company Notes text editor displays a welcome message: Welcome to Concur Travel Northerly Accounting Inc.’s Online Booking Tool, with instructions for first-time users, travel assistance information, and NA Travel Partner Agency in green. Below the editor are the Reset button and a blue Show Save Options button.

The newly added text in the Air Search category will display for the user on the Travel Wizard, under the Flight category as depicted in the following image.

Concur Travel booking interface displays icons for different travel modes and the message Please consider booking preferred carriers in red, highlighted with a yellow border. Below is the Mixed Flight/Train Search section with options for Round Trip, One Way, or Multi City, and fields for departure and arrival locations. A blue Search button is at the bottom.

Summary

  • Access Custom Text in Travel Admin; load configuration and language; use Reset to discard unsaved changes
  • Use the Company Notes editor to format text; insert links, images; edit HTML with Source Code
  • Edit other sections via Jump To; uncheck Use default; save to single, all, or set configurations
  • Select language or All languages; save across languages; users see language-specific or default text
  • Generate HTML in Company Notes; paste into the target section; then reset Company Notes to restore the original content

Learning

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