Kaptio has provided a starter kit that provides a generic PDF ATOL Certificate document and logic to generate a certificate for each combination of passengers needed within an Itinerary. Please see the example document below for a case of two couples sharing one flight but then having separate flights within one itinerary.

Example ATOL Certificate.pdf

Installation

The starter kit is an unlocked package, which means you’ll have access to modify the code once installed.

Version	Description	Published Date	Installation link
1.0	ATOL Certificate with sorting by passenger groups	November 15, 2022	https://login.salesforce.com/packaging/installPackage.apexp?p0=04t7Q0000005eL0QAI

Please note: Kaptio will never update the starter kit on a customer environment without a request from the customer. The kit will be continously updated but these updates will not be pushed out automatically. Due to this, the description in this document may differ from your version.

General Business Flow

The current version of the ATOL Certificate Starter Kit does not come with any workflows out of the box to define when an ATOL document is to be generated or how it should be delivered.

The only pre-requisite for a ceritificate to be generated is that an Itinerary has flight. Within the code there are snippets available to narrow this scope but since this may be dependent on each customer’s setup, this is not applied by default.

It is assumed that when this starter kit has been installed, each customer will create their own process and business flows around when to generate a certificate and how to deliver it.

Recommended Use

Document Setup

The starter kit provides a Custom Metadata Type (CMT) object called “KTATOL Settings” and a single record for default settings. These will need to be configured before certificates can be issued.

In KTATOL Settings you can define the Company name and ATOL Number that will appear on the document, as well as defining which Channels the current CMT record should apply to by adding a comma separated list of Channel codes.

For example, the value “B2CUS, B2BUS, GTUS” would define the record applying to three channels with the channel code B2CUS, B2BUS and GTUS.

Please note: Leaving the channel field empty will apply the values of that record to all channels which don’t have a record that include their channel code. This can be useful if you only need one record.

Reviewing a Certificate

The simplest way to review a document is to set up a custom formula field with the following attributes and adding it to your Itinerary layouts where applicable:

Data Type: Formula
Formula Return Type: Text
Formula:

HYPERLINK('/apex/KTATOL_Certificate?id='+Id, 'View ATOL Certificate', '_blank')

Please note that this is an internal link, which customers cannot see without login access. If your process is to manually download and send these to your customers, this link will serve that purpose.

Making the certificate available externally

In the case that the certificate is to be delivered directly to a customer, via email or some type of portal, an external link will need to be generated.

For this to happen the custom formula field above or a separate field can use the following formula:

HYPERLINK( $Setup.KaptioTravel__AppSettings__c.KaptioTravel__CustomerFacingUrl__c + 'c__KTATOL_Certificate?id='+Id, 'View ATOL Certificate', '_blank')

Please note: this version will require updates to the External Sites user’s permissions to be able to read the components provided in this starter kit.

Starter Kit Components

Following is the component list for the starter kit. All files will follow the KTATOL_ prefix naming conventions to denote Kaptio Travel’s ATOL Certificate starter kit

Please note that this list may evolve with future updates.

Codeturned_in

	FILE	ROLE	TYPE
1	KTATOL_CertificateController	Main controller for the certificate logic	Apex class
2	KTATOL_CertificateControllerTest	Unit test for the starter kit	Apex class
3	KTATOL_CertificateControllerTestHelper	Data creation class for unit tests	Apex class
4	KTATOL_CertificateHelper	Helper class	Apex class
5	KTATOL_CertificateService	Service functions	Apex class
6	KTATOL_Certificate	Certificate output	Visualforce page

Static Resources

Static resources are files that can be referenced in documents. With this starter kit, Kaptio provides a static resources called KTATOL_Assets.

Please note: The static resource is a zip file which can be worked on directly in an IDE that runs the SFDX:CLI. We recommend this approach rather than include inline CSS or using Visualforce pages as CSS containers.

For information on how to set these up, please see the Quick Start: Visual Studio Code for Salesforce Development trailhead

	FOLDER	FILES/SUBFOLDERS	DESCRIPTION
1	CSS	Style.css	Style documents for the layout.Note: Some elements are defined during runtime via JS
2	Images	backgroundLogo.png	Contains any relavant images

Custom Metadata Types

CMT’s are customizable, deployable, packageable, and upgradeable application metadata. In the starter kit we provide a single custom metadat type which contain configuration settings that can be applied to one or many layouts.

Please note that this list may evolve with future updates.

	A	B	C
1	Metadata Type	Description	Included records
2	KTATOL Setting	General settings for a layout. Can be assigned to channels and document types if required.	Default

KTATOL Settings fields

	A	B	C	D
1	Field	API Name	Type	Description
2	ATOL Number	ATOL_Number__c	Number	The ATOL Number displayed on certificates generated using this setting record
3	Channels	Channels__c	Text	Allows user to enter a comma separated list of channel codes to which the setting record should apply to. Empty field sets the record as the default.
4	Company Name	Company_Name__c	Text	The Company name displayed on certificates generated using this setting record

Introduction
Installation
General Business Flow
Recommended Use
Document Setup
Reviewing a Certificate
Making the certificate available externally
Starter Kit Components
Codeturned_in
Static Resources
Custom Metadata Types
KTATOL Settings fields