Reporting on Event Business Rules
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Admins can create and run reports from event history records to better understand how event business rules are being used, for example, a report that tells you how frequently a specific account is violating an expense limit rule. Admins can analyze details about event business rules and violations caused by the rule to determine if a rule is functioning correctly. If a rule is not functioning correctly, the admin can use the information in the EM_Event_History_vod object to update the rule accordingly.
For example, Cathy Johnson, an admin, wants to monitor which accounts frequently violate a newly configured Per Attendee Attendance Rule, which limits the number of events an attendee can be invited to. She creates a report based on event history records created by the new rule. She notices that Clinton Ackerman’s account frequently violates the rule and determines the violations are incorrect. Based on this information, Cathy updates the Attendance Rule, allowing Dr. Ackerman to be invited to more events without violations.
Configuring Reporting on Event Business Rules
To configure this feature, grant all users the following permissions:
Object |
OLS |
Record Types |
Fields |
FLS |
---|---|---|---|---|
EM_Event_History_vod |
CRUD |
EM_Business_Rule_History_vod |
|
Edit |
Viewing a History of Event Business Rules
Whenever an Event Business Rule triggers a hard or soft warning, an EM_Event_History_vod record is created with a record type of EM_Business_Rule_History_vod and with the following fields:
Field |
Description |
---|---|
Action_Type_vod |
Defaults to EM Business Rule Execution |
Event_vod |
References the corresponding event |
Action_Datetime_vod |
The date and time when the rule ran |
EM_Business_Rule_vod |
Stamps with the EM_Business_Rule_Id_vod field of the corresponding event business rule |
EM_Business_Rule_Configuration_vod |
Stamps with the EM_Business_Rule_Id_vod field of the corresponding event business rule |
EM_Business_Rule_Type_vod |
The record type of the corresponding event business rule |
User_vod |
References the user that initiated the Rule |
Run_Rule_Type_vod |
References the Run Rule Type of the corresponding event business rule |
Event_Action_vod |
References the Run_Rule_Event_Action_vod field of the corresponding event business rule |
Warning_Type_vod |
References the Warning_Type_vod field of the corresponding event business rule |
Record_Violated_ID_vod |
SFID of the record that violated the rule. Depending on the record type, this can be either an EM_Event_vod record or an EM_Attendee_vod record. |
Record_Violated_Name_vod |
Stamps with the name of the record that caused the violation |
EM_Attendee_Account_vod |
Populates if the record that violated the rule is an EM_Attendee_vod record for an Account |
EM_Attendee_User_vod |
Populates if the record that violated the rule is an EM_Attendee_vod record for a User |
EM_Attendee_Contact_vod |
Populates if the record that violated the rule is an EM_Attendee_vod record for a Contact |
Platform_vod |
The platform where the rule was run |