Account Sync: Reservations & Workflows

Account sync

Two new record types have been added to the 4me Account Sync feature: reservation offerings and workflow templates. When reservation offerings are selected in a sync set, UI extensions with the Category field set to ‘Product’ that are used in the filter settings of a reservation offering are also taken along in the export. When workflow templates are selected in a sync set, task templates, workflow automation rules, and workflow types are added to the export, as well. Workflow types cannot be synchronized separately, though.

Sync-set