Utilizing Event Format and Location Type in Event Business Rules
- Browser (Classic, Lightning)
Admins can configure Event Business Rules to only apply to certain event formats or location types, improving both efficiency and compliance when planning events. By making business rules more specific, admins can avoid creating redundant business rules.
The following types of business rules are supported:
- Event Attendance Rules
- Per Attendee Attendance Limit Rules
- Cross-Event Per Attendee Attendance Limit Rules
- Per Event Attendance Limit Rules
- Expense Estimate Creation Rules
- Meal Estimates
- Event Expense Limit Rules
- Per Event Attendee Expense Limit Rule
- Required Event Material Rules
For example, events that are an out-of-office hybrid event, users should be warned if meal expenses exceed $125 per attendee. The compliance team at Verteo BioPharma wants to warn users when meal expenses at in-office, in-person events exceed $50 per attendee. Sarah Jones plans and executes an in-office, in-person event. She logs her expenses, including $55 meal expenses for each attendee. When she attempts to close her event, a warning informs her of the rule violation.
To configure this feature:
Grant admins FLS edit and end users FLS read permission to the following EM_Business_Rule_Configuration_vod fields:
Grant end users FLS read permission to the to the following EM_Business_Rule_Configuration_vod fields:
Add the Event_Format_vod and Location_Type_vod fields to the appropriate page layouts for the following EM_Business_Rule_Configuration_vod records types:
Specifying a Format or Location for an Event Business Rule
To specify the format or location an Event Business Rule should be applied to:
- Create the appropriate Event Business Rule.
- Navigate to the appropriate EM_Business_Rule_Configuration_vod record.
Populate the following fields:
Event_Format_vod – Only applies the business rule to EM_Event_vod records with matching Event_Format_vod fields. Multiple values can be specified using a double semicolon delimited list, for example:
Location_Type_vod – Only applies the business rule to EM_Event_vod records with matching Location_Type_vod fields. Multiple values can be specified using a double semicolon delimited list, for example:
These fields can be used independently or together for even greater specificity.
- Select Save.