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Summary

There are currently (as of 3.1 alpha) inconsistencies in how we handle updating the status of "secondary participant records" when the primary participant status is updated. (Secondary participants are ones who were registered by someone else using the Multiple Registrations feature in online event registration. They have the primary participant ID stored in the participant.registered_by_id column.

The "correct" behavior is that participant status changes should cascade down from primary participant to additional participants whom they registered IF there is a related payment (contribution) record and the status change affects the status of the payment. For example:

  • Person A registers for herself and persons B and C with "pay later" feature. All participants have pay-later status linked to a single Pending payment record.
  • Person A calls up and cancels her registration. When staff sets her registration status to "Cancelled", statuses for person's B and C should also be cancelled.

Changes that do not logically affect a payment transaction should NOT cascade. For example:

  • Person A registers for herself and persons B and C, and completes payment. All participants have "Registered" status linked to a single "Completed" payment record.
  • Person A doesn't show up at the event. Persons B and C do attend. When staff sets person A's status to "No-show" - this should NOT cascade to changing status for persons B and C.

This page is intended to record testing results for the "grid" of participant status update flows so that we can verify specific problems and fixes needed for this issue:

>> http://issues.civicrm.org/jira/browse/CRM-5403

Test Cases

Enter expected (Exp) and actual (Act) results in the corresponding cell.

  • Yes = Update cascades to secondary participants
  • No = Update does NOT cascade to secondary participants

Edit Participant (from contact's Events tab) and change status in drop-down

  • Find Participants -> Change Participant Status action
  • Find Participants -> Batch Update via Profile
  • Find Contributions -> Update Pending Contribution Status - this will also update the Participant status for "Pending pay later" registrations
  • Edit Contribution (from contact's Contributions tab) - this will also update related Participant record status for Pending pay later registrations

Update Method

Pending pay later->Cancelled

Pending pay later->Registered

Registered->Attended

Registered->No-show

Edit primary participant (from contact Events tab)

Exp: YES, Act:

 

 

 

Find Participants -> Change Participant Status

 

 

 

 

Find Participants -> Batch Update via Profile

 

 

 

 

Find Contributions -> Update Pending Contribution Status

 

 

 

 

Edit related Contribution (from contact Contrib tab)

 

 

 

 

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