Utilizing Event Format and Location Type in Event Business Rules

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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 – Supports the following record types:
• EM_Per_Attendee_Attendance_Limit_Rule_vod
• EM_Per_Event_Attendance_Limit_Rule_vod
• EM_Cross_Event_Per_Attendee_Attendance_Limit_Rule_vod
• Expense Estimate Creation Rules – Supports the following record types:
• Expense_Estimate_Meal_Rule_vod
• Event Expense Limit Rules – Supports the following record types:
• EM_Per_Event_Attendee_Expense_Limit_Rule_vod
• Required Event Material Rules – Supports the following record types:
• EM_Required_Event_Material_Rule_vod

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.

Configuration

To configure this feature:

1. Grant admins FLS edit and end users FLS read permission to the following EM_Business_Rule_Configuration_vod fields:

   • Event_Format_vod
   • Location_Type_vod

2. Add the following fields to the appropriate EM_Business_Rule_Configuration_vod page layouts:

   • Event_Format_vod
   • Location_Type_vod

Specifying a Format or Location for an Event Business Rule

To specify the format or location an Event Business Rule should be applied to:

1. Create the appropriate Event Business Rule.
2. Navigate to the appropriate EM_Business_Rule_Configuration_vod record.

3. 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:

     In_Person_vod;;Virtual_vod

   • 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:

     In_Office_vod;;Out_of_Office_vod

   These fields can be used independently or together for even greater specificity.

4. Select Save.