Status Formula
  • 18 Jul 2022
  • 3 Minutes to read
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Status Formula

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Overview

The Status Formula plays a significant role in understanding how the Event works. With this read-only formula field, you'll learn the current status of your Event, Event Item or Session.

When you see the Event is Sold Out, it's because the Status Formula field = "Sold Out".

Example Event

D_06_08 overview 1

London Tour Event having no remaining capacity and Waitlist Enabled= "True".


D_06_08 overview 2

Status Formula showing "Sold Out" and "Waitlist Open".

Let's dig further to see how these statuses are derived!

Instructions

You will need to add the Status Formula field to your Event, Event Item, and Session page layouts.

  1. Visit Setup > Object Manager > Choose Object > Page Layout > Drag the Status formula on the Layout > Save.

Reference the tables below to understand the criteria for each status formula.

Events

Status Formula Description Set on Criteria
Event Ended The Event has ended, and prospects can no longer register. The Event End Date and Event End Time are in the past, or the Status = "Completed".
Sold Out An Event is sold out based on the available capacity. The Event's Waitlist Enabled is disabled, and the Remaining Capacity = 0.
Sold Out, Waitlist Open An Event is sold out, but a waitlist is available. The Event's Waitlist Enabled field has been checked, and the Remaining Capacity = 0.
Sold Out, Waitlist Closed An Event is sold out, and the waitlist is closed. The Event's Waitlist Enabled field has been checked, and the Remaining Waitlist Capacity = 0.
Disabled Event The registration button will be hidden on the Event. The Event's Hide Register Button = "Yes".
Event Active The Event is active and allows prospects to register. The Event's Event End Date and Event End Time are still in the future.
Canceled An Event has been canceled and prospects are no longer allowed to register or view the Event. The Event's Status field is updated to "Canceled".

Event Items

Status Formula Description Set on Criteria
Pending Registration Start Date The Event Item isn't for sale yet. The Sales Start Date and Sales Start Time are in the future.
Registration - Active The Event Item is currently available. The current date and time are in between the Event Item's Sales Start Date / Sales Start Time and Sales End Date / Sales End Time, or the Sales Start Date/Sales End Date is not defined, and other status criteria are not met.
Registration - Ended The Event Item's registration has ended. The Sales End Date and Sales End Time are in the past, OR the Event has ended.
Sold Out The Event Item is sold out based on capacity. The Event Item's Quantity Remaining = "0", OR the Event is sold out.
Sold Out, Waitlist Open The Event Item is sold out based on capacity, but the waitlist is open. The Event Item's Quantity Remaining = "0" and the Waitlist Enabled field is checked, OR the Event's Waitlist Enabled field is checked.
Sold Out, Waitlist Closed The Event Item is sold out, and the waitlist is closed. The Event Item's Quantity Remaining = "0" and the Remaining Waitlist Capacity = "0", OR the Event's waitlist is closed.

Sessions

Status Formula Description Set on Criteria
Pending Registration Start Date The Session isn't available yet. The Start Date and Start Time are in the future.
Registration - Active The Session is currently available. The current date and time are in between the Session's Start Date / Start Time and End Date / End Time, or the Start Date/End Date is not defined and other status criteria are not met.
Registration - Ended The Session's registration has ended. The End Date and End Time are in the past.
Sold Out The Session is sold out based on capacity. The Session's Quantity Remaining = "0".
Sold Out, Waitlist Open The Session is sold out, but the waitlist is enabled. The Session's Quantity Remaining = "0" and the Waitlist Enabled field is checked.
Sold Out, Waitlist Closed The Session is sold out, and waitlisting is closed. The Session's Quantity Remaining = "0", and the Remaining Waitlist Capacity = "0".

D_06_08 instructions 1


D_06_08 instructions 2


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