Event Validation: Troubleshooting “Status-Related Validation Issues”

To help keep your Event List and Event Calendar well organized, and to set you up for all kinds of powerful automation tools, Party Pro Manager validates each event to be sure it is in an appropriate stats based on it's payment schedule and other key event details.

This assistance is provided, in the following ways…

1. Automatic Status Updates
   
   In general, you shouldn’t need to manually change the status of an event (except in the case of cancellation), due to automatic status updates.
   
   For example:
   1. When your client takes certain actions, like approving their event details or making a payment, the system will automatically evaluate and change the Event Status as appropriate. 
   2. When you change the payment schedule or other key event info, the system will automatically evaluate and change the Event Status as appropriate.  When this happens, you'll be notified in real-time with a system alert that looks like the image below.
      
2. Dynamic Event Editor 
   
   Within the Event Editor, you will find that fields are activated or deactivated, as applicable, based on the selected payment schedule and other key event info.  
   
   For example:
   1. If you select a payment schedule that doesn’t involve a deposit, the deposit amount field is deactivated
   2. Once you’ve recorded the deposit as received, the deposit amount field is deactivated
      
      
3. In-App Guidance

   For example:

   1. In cases where you would like to manually update the status of an event, status, currently unavailable statuses will be indicated like so:

      

   2. Selecting a currently unavailable status, will then initiate the ‘Status Change Wizard’, providing you with guidance on next steps

   3. In cases where you need to change the Payment Schedule for an event, you may also be prevented from doing so if this would cause a validation issue.  For example, if the deposit has already been received, you’ll be prevented from selecting a schedule that doesn’t involve a deposit

4. In general, the above checks prevent ‘Status-Related Validation Issues’ from ever occurring. However, you may occasionally see a warning on the Event List and Calendar, that looks like this:
   This indicates that the event in question, currently has a Status-Related Validation issue, in need of attention.

   
   PLEASE NOTE: When an event has such a warning, some features such as online payment integrations may be unavailable, until you have reviewed and updated the event, resolving any validation issues.

If you've determined that an event is experiencing a Status-Related Validation Issue, you can use the following chart to help you troubleshoot the situation, resolve any issues, and reinstate payment integrations, if enabled.

NOTE: You can also view a full list of events that currently have validation issues, by selecting the “Status-Related Validation Issues ⚠” option under the Event Status filter on the Events screen.

Troubleshooting Guide

Steps to follow:

• ASK: Is the currently selected Payment Schedule applicable for the event?
  • YES: Continue
  • NO: Update Payment Schedule and continue
• ASK: Is the currently selected Event Status applicable for the event?
  • YES: Find the corresponding row in the table below, and update event info as needed, in order to meet pass the validation for that status.
  • NO: Manually change the Event Status accordingly.  In the case where the target status is unavailable due to validation issues, the Status Change Wizard will be initiated, providing guidance on how to proceed.
• GET HELP: If you are having troubles resolving any Status-Related Validation Issues, don’t hesitate to reach out via our in-app support.  Be sure to share the Event Ref in question, for a more efficient response from us.

Summary of Validation Rules, for each Event Status