Overview

Related Contact Attendance status is driven by the setting from the Appointment Type record.

This article will share an enhanced solution to cater for the requested requirement.

Use case

Booking a room that requires approval cannot be approved until the internal user reviews it.

Solution

We need to override the setting from above, as we have to consider if the room requires approval.

1. Set a flag in Facility record to determine if approval is required.

2. Set a workflow rule - field update to override the status to Tentative if the room requires approval.

3. Set up a report group by Booking with Facility‍ that requires approval. Once the booking has passed room approval process, the Booking.Booking Status can be updated to Confirmed. All related booking attendances Status will automatically updated with the same status.