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Version: Current

Handling blocked submissions due to validation errors

Zudello uses validation rules to ensure data accuracy and compliance before documents proceed through workflows. If a document fails a critical validation check, its submission or approval might be blocked. This guide explains how to identify and resolve these blocking errors.

Best practices​

  • Address blocking errors promptly to avoid delays in processing.
  • Review error messages carefully to understand the required correction.
  • Consult your organisation's policies or administrator if unsure how to resolve a specific error.

Why submissions get blocked​

Submissions (using Save and submit) or approvals (Approve button) can be blocked if a document has one or more validation issues flagged at the Error level.

Common reasons for blocking errors include:

  • Missing Mandatory Fields: Required fields (often needed for ERP integration or compliance) are empty.
  • Incorrect Totals: Document header totals don't match the sum of line items beyond an acceptable tolerance (e.g., validate purchase total extension).
  • Failed Compliance Checks: Rules configured via extensions are not met (e.g., validate no new contact, validate document notes, assignees add on).
  • Price Limits Exceeded: An item's price is above the configured blocking level (Configure item price blocking).
  • Budget Overspend (if configured to block): The transaction exceeds budget limits, and the workflow is set to block submission/approval.

Identifying blocking errors​

  1. Attempt Action: Try clicking Save and submit or Approve.
  2. Error Message: If blocked, an error message will typically appear, often in a banner at the top or as a pop-up, indicating validation errors prevent the action. (Example error message)
  3. Review Issues:
    • Check the Issues column/icon for the document.
    • Open the issues pop-up to see a detailed list of all validation problems. Focus on items listed under the Error category.
    • Look for red icons or highlighted fields within the document viewer itself.

Resolving blocking errors​

  1. Understand the Error: Read the error message(s) in the issues pop-up or field indicators to understand what needs correction.
  2. Edit the Document: Open the document and navigate to the relevant field(s).
  3. Make Corrections: Update the data as required (e.g., fill in missing fields, correct totals, select an existing contact, add notes, adjust quantities/prices).
  4. Save Changes: Click Save or Update. Zudello will re-validate the document.
  5. Verify Resolution: Check the issues column/icon again. Ensure the Error level issues are gone (they might be replaced by warnings or info, or disappear entirely).
  6. Retry Action: Once all blocking errors are resolved, you should be able to successfully Save and submit or Approve the document.

Need help?​

If you cannot resolve a blocking validation error or are unsure about the required correction, contact your organisation administrator or Zudello support for assistance.