To configure this feature:

1. Ensure the following features are configured:

   • Configuring Events Management
   • Searching for Attendees Outside of the User's Territory
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   em_event_rule__v	CRED	All appropriate object types	search_outside_territory__v search_outside_territory_filter__v search_outside_territory_object_type__v	Edit

6. Navigate to Admin > Configuration > Objects > em_event_rule__v > Layouts.

7. Place the following fields on the layout assigned to the attendee_fields__v object type:

   • search_outside_territory__v
   • search_outside_territory_filter__v
   • search_outside_territory_object_type__v

To configure this feature:

1. Ensure the following features are configured:

   • Configuring Events Management
   • Searching for Attendees Outside of the User's Territory
   • Reconciling Walk-in Attendees to Existing Accounts
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   em_event_rule__v	R	All appropriate object types	search_outside_territory__v search_outside_territory_filter__v search_outside_territory_object_type__v	Read
   user__sys	R	All appropriate object types	vcountry__v	Read

To limit outside territory search results:

1. Navigate to Events Management > Event Configuration and select the appropriate event configuration.
2. Navigate to the Event Rules section.
3. Create or Edit the appropriate Attendee Fields type Event Rule.

4. Populate the appropriate fields:

   • search_outside_territory__v – Select this check box
   • search_outside_territory_filter__v – Filters accounts by country. Select the appropriate values:
   • event_country__v – Filters to only display accounts with the same country as the event
   • user_country__v – Filters to only display accounts with the same country as the user
   • search_outside_territory_object_type__v – Filters accounts by account__v object type. Select the appropriate account__v object types.

   

5. Select Save.

When end users either search for attendees to add to an event, or search for accounts to reconcile a walk-in attendee to, the list of outside territory search results automatically filters based on the fields configured by the business admin on the corresponding event rule.

For example, the end user is reconciling walk-in attendees from a Congress event in France. The event rule for Congresses states only professional__v type accounts in the same country as the event display as potential matches for reconciliation. The user searches for matches for a walk-in attendee named Clint Ackerman. Clinton Ackerman, a professional in France, displays as a potential match, while Clint Ackerman, a pharmacist in France, and Clinten Ackerman, a professional in the United States, do not display to the end user as a potential match.