Event Business Rules

  • Browser (Classic)

Event Business Rules enable admins to build custom business rules to assist event organizers when planning an event, minimize planning mistakes, and to ensure compliance.

All event rules use the EM_Business_Rule_vod object to define the rule type, run logic, and rule-specific parameters used to determine when the rule should be applied. Event rules are associated with EM_Business_Rule_Configuration_vod records that enable multiple sets of event rules based on the country and record type of the event.

For example:

  • Speaker Travel Estimate rules define how far a speaker can travel for an event
  • Meal rules create estimates for all meals required for event attendees

Expense Estimate Creation Rules automatically calculate expense estimates based on defined rule parameters. When an event organizer plans an event in CRM, these rules create new expense estimate records for the event using backend logic.

Each event rule type has specific configuration, though all event rules share a common basic configuration.

Considerations

  • Event Rules dynamically display content to event organizers and, in some cases, can prevent organizers from entering data or progress the event’s status until rule requirements are met
  • Parameters of Expense Estimate Creation rules are populated by event organizers via a set picklists on the EM_Event_vod and EM_Event_Speaker_vod objects. The values of these picklists are dynamic and are determined by applicable event rules. Different picklist values may be available to event organizers in one event, but not another.

Common Configuration for Event Business Rules

The following configuration is required regardless of the number of Event Rule types you want to configure:

  1. Grant admins the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    EM_Business_Rule_vod

    CRUD

    All Record Types

    • Name
    • Run_Rule_Event_Action_vod
    • EM_Business_Rule_Id_vod

    Edit

    EM_Business_Rule_Configuration_vod

    CRUD

    All Record Types

    • Event_Business_Rule_vod
    • Event_Type_vod
    • Country_vod
    • Rule_Start_Date_vod
    • Rule_End_Date_vod
    • EM_Business_Rule_Configuration_Id_vod
    • Cost_vod

    Edit

  2. Grant admins access to the EM_Business_Rule_vod tab.
  3. Grant event organizers and other end users the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    EM_Business_Rule_vod

    R

    n/a

    • Name
    • Run_Rule_Event_Action_vod
    • EM_Business_Rule_Id_vod

    Read

    EM_Business_Rule_Configuration_vod

    R

    n/a

    • Event_Business_Rule_vod
    • Event_Type_vod
    • Country_vod
    • Rule_Start_Date_vod
    • Rule_End_Date_vod
    • EM_Business_Rule_Configuration_Id_vod
    • Cost_vod

    Read

After configuring Event Rules, admins must additionally configure each used rule type before event rules can be created, data loaded, and implemented.