Event Rule Overrides
- Browser (Classic, Lightning)
Overriding an Event Rule requires event organizers to acknowledge custom warnings or enter a justification for actions made on an event, enabling a more detailed and accurate audit trail.
For example, Sarah Jones realizes she needs to reschedule an event. She navigates to the event and selects the Reschedule button. A message displays requiring her to enter a reason for wanting to reschedule the event. After Sarah enters her comments, she proceeds to reschedule the event. In the corresponding Event History, Sarah’s comments are recorded for auditing purposes.
Enabling Event Rule Override
To enable this feature:
Grand admins the following permissions
Grant end users the following permissions:
- Create a new tab for the EM_Event_Override_vod object and grant admins access to the tab. This step is optional. If the tab is not created, EM_Event_Override_vod records must be created via data loading.
Creating Event Rule Overrides
Once enabled, admins can create EM_Event_Rule_Override_vod records with the following properties to associate an override to an Event Action and Event:
Event_Action_vod – Enter the exact name of the button on the EM_Event_vod object corresponding to the override. For example, Approve_vod or Submit_for_Approval_vod.
Only one Event Action may be associated with an Event Rule Override.
- Text_vod – The text of the Event Rule Override that displays to the end user
- Comment_Box_vod – Enter one of the following values to determine how the Comment_vod field displays to the end user:
- Required – The end user must populate the Comment_vod field to submit the override
- Optional – The end user does not need to populate the Comment_vod field to submit the override
Hidden – The Comment_vod field does not display to the end user
These values are case insensitive.
- Event_vod – Use the Event lookup field to select the event associated with the override
- Status_vod – Enter Active to activate the record. The EM_Event_Override_vod record does not display to end users if the field is blank or other values are present.
Using Event Rule Overrides
When an event team member selects a button on the event to execute a certain action, all EM_Event_Override_vod records with fields matching both of the following conditions display:
- Event_Action_vod = The name of the selected button (for example, Rescheduled_vod)
- Event_vod = The current event
If there are multiple event rule overrides associated with the selected action, they display in a list based on the LastModifiedDate of the records. The user can navigate the list of overrides by selecting Next and Back.
If the Comment_vod field is set to Required, the Next button is disabled until the event organizer enters a comment.
After selecting Next on the last override in the list, the selected action executes.
Entered comments from all event rule overrides automatically stamp on the Comment_vod field on the corresponding EM_Event_Override_vod record. A concatenated list of all Comment_vod fields automatically stamps on the EM_Event_History_vod record corresponding to the event, providing an auditable history of actions.