Grid: A Grid is like a project or a 'bucket' where you can bring in and manipulate travel data.

Document: You can create a document inside a grid. It can be crafted as data output to send to stakeholders, travelers, and others. It is highly editable and can be customized with a header and logo. Most of the data for the document comes from its grid, but some blocks are fully customizable.

Email Parsing: You can send travel data or reservations via a link inside the Grid you create. If you copy this link, you can forward any reservations by email by pasting the link into the 'Send to' line.

Travel Dashboard: At the top left of the workflow platform is "All Travel," a travel data dashboard that contains all data you have parsed, regardless of whether it was sent to a specific Grid. From this dashboard, you can manipulate reservation data and add tags.

Q. Why is my reservation not displaying on my Grid? Why is my email parse taking so long?

A. Tripgrid’s email parsing process is guaranteed, but it may occasionally experience internal downtime issues. It has taken some time to ensure the automated service can recognize a variety of reservation formats and automate the parse to our platform. Still, some reservations will fail, and there are various reasons. If you have a type of reservation that you know you will be sending repeatedly and continue to fail, please let us know. Send us five examples, and we will try to get the format recognized. That said, our suggestion for quickly securing the reservation is to cancel the parse and manually enter the reservation into the Grid. Things to keep in mind:

Q. Why are my non-English reservations not parsing into my Grid?

A. We utilize a third-party parsing service, and the automated service cannot easily translate non-English reservations into English. You may see a status of ‘delayed’ after a few minutes, meaning the service has turned the parse to a human to hand-enter. Even so, this may get rejected as they may be unable to translate effectively. In this instance, it is best to translate the reservation yourself using Google Translate or another service and then manually enter it into your Grid.

Q. I have two or more reservations that need to live in multiple Grids. Why are they not parsing to those Grids?

A. Tripgrid’s email parsing service is configured to prioritize parsing a reservation to a specific Grid. If you attempt to parse a reservation that has already been sent to a Grid, the email will not be parsed to the second Grid. However, it will show up in ‘All Travel.’ You can put it in the second Grid by using a tag. Open the reservation by clicking anywhere on the reservation line and looking at your Grid field at the bottom left. You will see the first Grid tag. Add your second Grid to the list of Grid tags, and then click Save Changes.

Q. How do I undo a change to a table in a document?

A. Certain tables have restrictions on what can be edited. For the “Flights,” “Transportation,” and “Accommodations” tables, you can only do the following:

You can undo all of these changes if you make them; however, you will need to remember where those settings were (for instance, if you had specific properties on your flight table and made property changes, you can’t simply click an undo button; you would need to click ‘on’ the original properties and click ‘off’ the additions). You can add flight, transportation, and accommodation tables, but they will bring the same data from your Grid. You can also delete these tables. Custom tables can be created and edited within your document, and the tables and data you add can be deleted.

Q. I’m trying to add a new contact to a “People” document table, but I can’t find the contact, and it won’t let me add it. What do I do?

A. You can’t add contacts not already added as a “Profile” to the account to a document table. If the contact does not appear when you start typing their name, then the contact has not been added to your Profiles. Go to https://app.tripgrid.com/people, add the contact, return to the document, and attempt the addition again.

Q. For some reason, the data in my document keeps changing or being deleted. Why would this be?

A. Tripgrid Workflow does not support multiple editors on one grid or Document. For instance, if you have two collaborators on your Grid and each attempts to make changes simultaneously, this can cause data to be changed or removed. Only one collaborator can make changes at one time and save the data.

Q. How do I delete a reservation from a document table without deleting the entire table?

A. You can delete a reservation from the Grid by clicking the reservation line. The trash can is in the upper right corner of the reservation. The reservation will then be removed from the document table.

Q.. I accidentally archived my Grid; how do I make it active again?

A. It’s easy to click on Archive instead of Edit on a Grid. To unarchive a Grid, navigate to “Grid” at the top, click the drop-down menu, and select “Archived Grids” to locate your Grid. Then, click on the three dots (ellipses) at the top right and select ‘Unarchive Grid’; it will then appear in your active Grids.

Q. How do I add a collaborator to my Grid?

A. Click on the ellipses to the right of the Grid name and click 'Edit.' You can go down to 'Grid Collaborators' and add the name of the individual you'd like to add to your Grid. If the collaborator's name is not shown, you will need to go to People and add that contact to your account.

Q. I'm having trouble adding reservations to my Grid. I see that my reservations have been entered (i.e., they are in "All Travel"), but they do not appear in my Grid. What is the issue?

A. You may have too many filters set up in your Grid filters. Go to your Grid, click on the blue "Filters Applied" button at the top right, and if multiple filters have been added, you may want to delete all of them except the "Grid" filter; leave that one in place. You may have been trying to add reservations that fell outside your filters. It's best to start with no filters, except the Grid filter, so you can capture everything you send into the Grid.