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Interact > Forms - Automatic association to Departments and Segments

If a form is received when a trip is being executed, and this same form is under a folder structure, some associations will be made:

  • If the form is in a folder name with the same as a pre-existent Department in the company, the Department will be associated to the current trip.
  • If the form title is the same as a pre-existent Segment in the company, the Segment will be associated to the current trip.

The associations above will replace any Department/Segment that the trip had prior to the form.

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