Displaying Events in My Schedule for Event Team Members

  • Browser
  • iPad
  • iPhone

To enable collaboration and coordination between Event Team Members, team members can view events in My Schedule. When users are added to the event team or are part of an Event Team Member group, the event displays in their My Schedule calendar. Admins can exclude specific roles if you do not want team member events to display for certain types of users.

When Integrating My Schedule and Microsoft Outlook Calendars is enabled, the event also displays in the team member's Microsoft Outlook calendar.

Only user and group Event Team Members are supported. The event does not display in My Schedule for write-in Event Team Members.

Prerequisites

Configuring Events in My Schedule for Event Team Members

  1. Grant users and admins the following permissions:

    Object

    OLS

    Record Types

    Fields

    FLS

    EM_Event_Team_Member_vod

    n/a

    n/a

    • Stub_Mobile_Id_vod
    • Stub_SFDC_Id_vod

    Edit

    Event_Attendee_vod

    n/a

    n/a

    • First_Name_vod
    • Last_Name_vod
    • Attendee_vod
    • Group_Name_vod
    • Role_vod
    • EM_Event_Team_Member_vod

    Edit

  2. Ensure Event_Attendee_vod VMOCs do not exclude Event Team Member stubs from syncing to iPad and iPhone.
  3. Enable the GroupMember VMOC for iPad and iPhone devices.

This functionality applies to newly created events and team members. When an EM_Event_Team_Member_vod record is created, corresponding Event_Attendee_vod records are automatically generated so the event displays for Event Team Members. For more on how these records relate, see Field Mapping for Event Team Member and Event Attendee Records.

Excluding Event Team Members in Specific Roles

To disable this functionality for Event Team Members in specific roles:

  1. Enter a comma-delimited list of the roles’ API names in the Exclude_Team_Member_Roles_vod Events Management Setting.

  2. Enable the Events_Management_Setting_vod VMOC for iPad and iPhone devices.

Viewing Events in My Schedule as an Event Team Member

When users are added to an event as a user or group Event Team Member, the event displays in their My Schedule calendar. Team member events do not display when the Status_vod field is set to Canceled_vod.

On the iPhone platform, Events Management events are view-only in My Schedule. Events Management functionality is only supported on iPad.

For more information on events in My Schedule, see Displaying Events in My Schedule.

Field Mapping for Event Team Member and Event Attendee Records

To ensure team member data is available offline, Event_Attendee_vod stub records are automatically generated when users create EM_Event_Team_Member_vod records. Event_Attendee_vod stubs are created for all types of EM_Event_Team_Member_vod records: user, group, and write-in.

When an Event_Attendee_vod stub record is generated, the following fields are mapped from the EM_Event_Team_Member_vod record to the Event_Attendee_vod record:

EM_Event_Team_Member_vod

Event_Attendee_vod

First_Name_vod

First_Name_vod

Group_Name_vod

Group_Name_vod

Last_Name_vod

Last_Name_vod

Name

Attendee_vod

Role_vod

Role_vod

RecordTypeID

RecordTypeID

Event_vod

Medical_Event_vod

ID

EM_Event_Team_Member_vod

Stub_Mobile_Id_vod

Mobile_ID_vod

Team_Member_vod

User_vod

When users update a mapped field on an EM_Event_Team_Member_vod record, the corresponding field on the Event_Attendee_vod record is updated. If the original EM_Event_Team_Member_vod record is deleted, the related Event_Attendee_vod record is also deleted.

For more information on disconnected offline iPad data for Events Management, see disconnected records.

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