Examples of Event Material Rules

Here are detailed examples of Required Event Material rules.

Globally Requiring Event Material When Submitting Events for Approval

The admin wants to give event organizers the option of uploading an event outline when they submit a Congress for approval. The admin also decides that this rule should be implemented regardless of the event’s country.

To implement this rule:

1. Navigate to the Event Business Rules tab.
2. Create an event business rule with a record type of EM_Required_Event_Material_Rule_vod.

3. Populate the following fields:

   Field	Value
   Rule Name	Congress Outline
   Run_On_Event_Action_vod	Submit_for_Approval_vod
   EM_Event_Material_vod	Outline for Congresses
   Global_Rule_vod	Selected
   Warning_Type_vod	Soft Warning
   Warning_Text_vod	EM_RULE_REQUIRED_EVENT_MATERIAL (Populated automatically)
   Comment_Required_vod	Required

4. Select Save.

After creating the Event Business Rule, the admin associates the rule to the appropriate Event Types and Country:

1. Navigate to the Congress Outline record.
2. Navigate to the Event Business Rule Configurations related list.
3. Select New.

4. Create a new Event Business Rule Configuration record with the following values:

   Field	Value
   Event_Business_Rule_vod	Congress Outline (Populated automatically)
   Event_Type_vod	Congress_vod
   Rule_Start_Date_vod	January 1, 2020
   Rule_End_Date_vod	December 31, 2050

5. Select Save.

Sarah Jones creates a Congress in the US. The following EM_Event_Material_vod record is automatically created and associated with her event.

Field	Value
Name_vod	Outline for Congress
Attachment_Requirement_vod	Optional_vod
Required_Event_Action_vod	Submit_for_Approval_vod
Has_Attachment_vod	No_vod

When Sarah submits her event for approval. The following soft warning displays:

Outline for Congress requires an event material file or attachment.

Rather than leave a comment as to why her Congress does not have an outline, Sarah selects Cancel, uploads her outline for the event to the Outline for Congress event material, then resubmits her event for approval.

Requiring Event Material When Closing an Event

The admin wants to prevent organizers from closing a Speaker Program or Congress in the US without attaching certain tax documents.

To implement this rule:

1. Navigate to the Event Business Rules tab.
2. Create an event business rule with a record type of EM_Required_Event_Material_Rule_vod.

3. Populate the following fields:

   Field	Value
   Rule Name	Require Tax Docs
   Run_On_Event_Action_vod	Close_vod
   EM_Event_Material_vod	Required Tax Information
   Warning_Type_vod	Hard Warning
   Warning_Text_vod	EM_RULE_REQUIRED_EVENT_MATERIAL (Populated automatically)

4. Select Save.

After creating the Event Business Rule, the admin associates the rule to the appropriate Event Types and Country:

1. Navigate to the Congress Outline record.
2. Navigate to the Event Business Rule Configurations related list.
3. Select New.

4. Create two new Event Business Rule Configuration record with the following values:

   Field	Record 1	Record 2
   Event_Business_Rule_vod	Require Tax Docs (Populated automatically)
   Event_Type_vod	Speaker_Program_vod	Congress_vod
   Country_vod	United States
   Rule_Start_Date_vod	January 1, 2020
   Rule_End_Date_vod	December 31, 2050

5. Select Save.

Sarah Jones organizes and runs a Speaker Program in the US. The following EM_Event_Material_vod record is automatically created and associated with her event.

Field	Value
Name_vod	Required Tax Information
Attachment_Requirement_vod	Required_vod
Required_Event_Action_vod	Closed_vod
Has_Attachment_vod	No_vod

When Sarah attempts to close her event, the following hard warning displays:

Required Tax Information requires an event material file or attachment.

Sarah is prevented from closing her event until she uploads a file or attachment to the Required Tax Information event material.