Reporting on Event Business Rules

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Admins can create and run reports from event history records to better understand how event business rules are being used, for example, a report that tells you how frequently a specific account is violating an expense limit rule. Admins can analyze details about event business rules and violations caused by the rule to determine if a rule is functioning correctly. If a rule is not functioning correctly, the admin can use the information in the EM_Event_History_vod object to update the rule accordingly.

For example, Cathy Johnson, an admin, wants to monitor which accounts frequently violate a newly configured Per Attendee Attendance Rule, which limits the number of events an attendee can be invited to. She creates a report based on event history records created by the new rule. She notices that Clinton Ackerman’s account frequently violates the rule and determines the violations are incorrect. Based on this information, Cathy updates the Attendance Rule, allowing Dr. Ackerman to be invited to more events without violations.

Configuring Reporting on Event Business Rules

To configure this feature, grant all users the following permissions:

Object

OLS

Record Types

Fields

FLS

EM_Event_History_vod

CRUD

EM_Business_Rule_History_vod
  • Event_vod
  • EM_Business_Rule_Id_vod
  • EM_Business_Rule_Configuration_Id_vod
  • EM_Business_Rule_Type_vod
  • Run_Rule_Type
  • Event_Action_vod
  • Warning_Type_vod
  • Record_Violated_ID_vod
  • Record_Violated_Name_vod
  • EM_Attendee_Account_vod
  • EM_Attendee_User_vod
  • EM_Attendee_Contact_vod
  • EM_Event_Material_vod
  • EM_Event_Speaker_vod
  • Expense_Type_vod
  • Platform_vod
  • Action_Type_vod
  • Action_Datetime_vod
  • User_vod

Edit

Viewing a History of Event Business Rules

Whenever an Event Business Rule triggers a hard or soft warning, an EM_Event_History_vod record is created with a record type of EM_Business_Rule_History_vod and with the following fields:

Field

Description

Action_Type_vod

Defaults to EM Business Rule Execution

Event_vod

References the corresponding event

Action_Datetime_vod

The date and time when the rule ran

EM_Business_Rule_vod

Stamps with the EM_Business_Rule_Id_vod field of the corresponding event business rule

EM_Business_Rule_Configuration_vod

Stamps with the EM_Business_Rule_Id_vod field of the corresponding event business rule

EM_Business_Rule_Type_vod

The record type of the corresponding event business rule

User_vod

References the user that initiated the Rule

Run_Rule_Type_vod

References the Run Rule Type of the corresponding event business rule

Event_Action_vod

References the Run_Rule_Event_Action_vod field of the corresponding event business rule

Warning_Type_vod

References the Warning_Type_vod field of the corresponding event business rule

Record_Violated_ID_vod

SFID of the record that violated the rule. Depending on the record type, this can be either an EM_Event_vod record or an EM_Attendee_vod record.

Record_Violated_Name_vod

Stamps with the name of the record that caused the violation

EM_Attendee_Account_vod

Populates if the record that violated the rule is an EM_Attendee_vod record for an Account

EM_Attendee_User_vod

Populates if the record that violated the rule is an EM_Attendee_vod record for a User

EM_Attendee_Contact_vod

Populates if the record that violated the rule is an EM_Attendee_vod record for a Contact

Platform_vod

The platform where the rule was run