Function Validation

When creating or editing functions, you can have Enterprise perform a check (Function Validation) to make sure the functions follow certain rules around dates, times, spaces and statuses. The rules the system checks are pre-configured, and you can decide which rules you want to check when you save the function. You can also configure the rules to apply to only certain roles within your organization.

The following are the pre-configured rules the system can check for within functions:

  • The function has a date and time range outside the event move-in/out date and time range.
  • Neither the space nor its parent spaces are directly booked for the date and time range of the function.
  • The status assigned to the function is not a valid function status.
  • One or more of the additional spaces for the function (or their parent spaces) are not booked for the date and time range of the function.
  • The function has a date and time range that conflicts with another function's date and time range for the same space.
  • The function has a parent and/or child function(s) with a different anchor space.
  • The function has a date and time range outside of its parent's date and time range.

To turn on any of these rules for checking:

  1. Click the Function Validations link from the Main Menu. The Function Validations screen opens. 
  2. Click the Add button. The Add Function Validation screen opens.
  3. Select if the rules apply to everyone (Organization) or only for a particular role (Role) from the Type drop-down. You can create only one organization configuration for each rule.
  4. If you selected Role in step 3, select the role the validation rules apply to from the Role drop-down. If you selected Organization in step 3, proceed to the next step.  
  5. Select the Validations tab.
  6. Select one of the following options from the drop-down for each rule:
    • Ignore - Enterprise does not check the rule.
    • Warn - Enterprise gives you a warning that the rule is not followed but you can still save the function.
    • Stop - Enterprise does not allow you to save the function if the rule is not followed.
  7. Click OK. 

Enterprise checks the rules when saving a function. If there are existing functions that were added before configuring the validation, you can perform a validation check on existing functions:

  1. Click the Events link from the Main Menu. The Events screen opens.
  2. Select the event for the function validation.
  3. Right-click and select View -> Event Planning -> Event Functions. The Event Functions screen opens.
  4. Click the Tools button.
  5. Select Validate Functions. The validation process runs. A green message displays if the validation is successful. A screen appears with the function(s) and the rule(s) the function(s) violates if the validation is unsuccessful.

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Comments

2 comments

Date Votes
  • Crystal Mureta

    Is there a way to have Function Validations omit certain usages? I see that Booking Charges lines don't flag as a conflict, so I'm hoping we can program other usages to be ignored as well. We use a few different Usages to capture occurrences for our events, such as on-site contact and labour charges, and we don't want these to flag as conflicting with other functions.

    0 upvotes

  • Sam Wilson

    Hello Crystal,

    The current function validation process does not support the additional selection of usages for validation. Please consider documenting the use-case and submitting and submitting an enhancement request. The steps to submit an enhancement request are outlined below.

    1. Click on The Community in the Support Center Quick-links visible at the top of this page.
    2. Click on the Product Ideas tab. (This may appear greyed out, but is active.)
    3. Click the Enter the Forum button for the General Product Ideas forum.
    4. Click the Create a Post in this Topic button.
    5. Complete the form and click the Submit button.

    Regards,

    Sam

    0 upvotes

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