Limit for Single Event Type

The admin wants to restrict the number of Lunch and Learns about the same topic a Professional-type attendee can be invited to in a 90 day period.

To implement this restriction:

1. Navigate to the Event Business Rules tab.
2. Create an Event Business Rule with an object type of Per Attendee Attendance Limit Rule.

3. Populate the following fields:

   Field	Value
   name__v	Attendee Limits
   run_rule_event_action__v	submit_for_approval__v
   attendee_account_type__v	professional__v
   attendee_status__v	;;approved__v:invited__v,accepted__v;;closed__v:attended__v,signed__v;;
   global_rule__v	Unselected
   warning_type__v	Hard Warning
   warning_text__v	EM_RULE_PER_ATTENDEE_ATTENDANCE;;EVENT_BUSINESS_RULE_WARNING (Populated automatically)
   per_event_topic__v	Selected
   date_threshold_type__v	Rolling
   rolling_period__v	90

4. Select Save.

After creating the Event Business Rule, associate the rule to the appropriate Event Type and Country:

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

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

   Field	Value
   event_business_rule__v	Attendee Limits (Populated automatically)
   event_type__v	lunch_and_learn__v
   country__v	United States
   rule_start_date__v	January 1, 2020
   rule_end_date__v	December 31, 2050
   limit_quantity__v	3

An event organizer schedules a lunch and learn about the product Cholecap and attempts to invite Clinton Ackerman as an attendee. However, Clinton Ackerman attended one lunch and learn about Cholecap two weeks ago and had already been invited to two more lunch and learns about Cholecap in the coming weeks. When the event is submitted for approval, the following hard warning displays:

Clinton Ackerman has or will attend 3 United States Lunch and Learn events. Attendees cannot attend more than 3 events.

The event cannot proceed to further stages of planning until Clinton Ackerman is removed as an attendee.

Limit for Multiple Event Types

After creating a limit for single event types, the admin decides they want to also restrict the number of Speaker Programs and Congress type events about the same topic a Professional-type attendee can be invited to in a 90 day period.

They do not need to create an Event Business Rule record and can instead use the Attendee Limits record from the previous example. To implement these additional restrictions, create two Event Business Rule Configurations with the following values:

Field	Speaker Program Record	Congress Record
event_business_rule__v	Attendee Limits (Populated automatically)	Attendee Limits (Populated automatically)
event_type__v	speaker_program__v	congress__v
country__v	United States	United States
rule_start_date__v	January 1, 2020	January 1, 2020
rule_end_date__v	December 31, 2050	December 31, 2050
limit_quantity__v	4	2

An event organizer schedules a Congress about the product Cholecap and invites both Bob Adams and Clinton Ackerman before submitting the event for approval. Bob Adams has only been invited to one other Congress in the 90 days before and after the event. Clinton Ackerman has been invited to three Congresses in the same time period, but none of them were about Cholecap.

Both attendees are allowed to be invited to the newly created Congress.

Limit for Single Event Type Across All Event Topics and Countries

For compliance reasons, the admin needs to restrict the number of Speaker Programs a Professional-type attendee can be invited to for all topics over the course of the calendar year. Additionally, the admin wants this restriction to apply to all countries in the instance.

To implement this restriction:

1. Navigate to the Event Business Rules tab.
2. Create an Event Business Rule with an object type of Per Attendee Attendance Limit Rule.

3. Populate the following fields:

   Field	Value
   name__v	Yearly Attendee Limit
   run_rule_event_action__v	submit_for_approval__v
   attendee_account_type__v	professional__v
   attendee_status__v	;;approved__v:invited__v,accepted__v;;closed__v:attended__v,signed__v;;
   global_rule__v	Selected
   warning_type__v	Hard Warning
   warning_text__v	EM_RULE_PER_ATTENDEE_ATTENDANCE;;EVENT_BUSINESS_RULE_WARNING (Populated automatically)
   per_event_topic__v	Unselected
   date_threshold_type__v	Calendar Year

4. Select Save.

After creating the Event Business Rule, associate the rule to the appropriate Event Type and Country:

1. Navigate to the Yearly Attendee Limit record.
2. Navigate to the Event Business Rule Configurations related list.
3. Select New.

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

   Field	Value
   event_business_rule__v	Yearly Attendee Limit (Populated automatically)
   event_type__v	speaker_program__v
   rule_start_date__v	January 1, 2020
   rule_end_date__v	December 31, 2050
   limit_quantity__v	10

5. Select Save.

An event organizer schedules a speaker program and adds Bob Adams as an attendee. Bob Adams has already attended seven speaker programs this calendar year and is already invited to three more before the calendar year is over.

When the event is submitted for approval, the following hard warning displays:

Bob Adams has or will attend 10 United States Speaker Program events. Attendees cannot attend more than 10 events.

The event cannot proceed to further stages of planning until Bob Adams is removed as an attendee.

Rolling Period Limit Across All Topics

The admin wants to restrict how many events a Professional-type attendee can be invited to during a rolling 180 day period.

To implement this restriction:

1. Navigate to the Event Business Rules tab.
2. Create an Event Business Rule with an object type of Cross-Event Per Attendee Attendance Limit Rule.

3. Populate the following fields:

   Field	Value
   name__v	Cross-Event Attendee Limits
   run_rule_event_action__v	submit_for_approval__v
   limit_quantity__v	10
   attendee_account_type__v	professional__v
   attendee_status__v	;;approved__v:invited__v,accepted__v;;closed__v:attended__v,signed__v;;
   global_rule__v	Unselected
   warning_type__v	Soft Warning
   warning_text__v	EM_RULE_CROSSEVENT_PER_ATTENDEE_ATTENDANCE;;EVENT_BUSINESS_RULE_WARNING (Populated automatically)
   comment_required__v	Required
   per_event_topic__v	Unselected
   date_threshold_type__v	Rolling
   rolling_period__v	180

4. Select Save.

After creating the Event Business Rule, creates the following Event Business Rule Configurations for the appropriate Event Types and Countries to count towards the 10 event restriction:

Field	Speaker Programs in the US	Speaker Programs in Germany	Congresses in the US	Congresses in Germany
event_business_rule__v	Cross-Event Attendee Limits (Populated automatically)	Cross-Event Attendee Limits (Populated automatically)	Cross-Event Attendee Limits (Populated automatically)	Cross-Event Attendee Limits (Populated automatically)
event_type__v	speaker_program__v	speaker_program__v	congress__v	congress__v
country__v	United States	Germany	United States	Germany
rule_start_date__v	January 1, 2020	January 1, 2020	January 1, 2020	January 1, 2020
rule_end_date__v	December 31, 2050	December 31, 2050	December 31, 2050	December 31, 2050

An event organizer plans a Speaker Program and adds Clinton Ackerman as an attendee. However, Clinton Ackerman has already been invited to six Speaker Programs and five Congresses within the same rolling 180 day period, so when the event is submitted for approval, the following soft warning displays:

Clinton Ackerman has or will attend 11 events. Attendees cannot attend more than 10 events.

The organizer is prompted to leave a reason for inviting Clinton Ackerman to the event. After providing the reason, the organizer can proceed with planning the event.

Limiting Based on a Single Event Type

The admin wants to restrict inviting a Professional-type attendee to Lunch and Learns if they have already opted into four or more meals at Lunch and Learns within a rolling 60 day period.

To implement this restriction:

1. Navigate to the Event Business Rules tab.
2. Create an Event Business Rule with an object type of Meal Opt-In Attendance Limit Rule.

3. Populate the following fields:

   Field	Value
   name__v	Meal Opt-in Limit
   run_rule_event_action__v	submit_for_approval__v
   attendee_account_type__v	professional__v
   attendee_status__v	;;approved__v:invited__v,accepted__v;;closed__v:attended__v,signed__v;;
   global_rule__v	Unselected
   warning_type__v	Hard Warning
   warning_text__v	EM_RULE_MEAL_OPT_IN_ATTENDANCE;;EVENT_BUSINESS_RULE_WARNING (Populated automatically)
   date_threshold_type__v	Rolling
   rolling_period__v	60

4. Select Save.

The admin then creates the following Event Rule Configuration:

Field	Event Rule Configuration
event_business_rule__v	Meal Opt-In Limits
event_type__v	lunch_and_learn__v
country__v	United States
rule_start_date__v	01/01/2020
rule_end_date__v	12/31/2050
limit_quantity__v	4

An event organizer schedules a Lunch and Learn and invites Clinton Ackerman. Clinton Ackerman has already been invited to three other Lunch and Learns within the 60 day rolling period where he has opted into receiving a meal. When the event is submitted for approval, the Meal Op-In Limits rule passes and the organizer can continue scheduling the event.

Limiting Based on Multiple Event Types

The admin wants to restrict adding a Professional-type attendee to the following event types based on the following conditions:

• Lunch and Learn – Attendees should be restricted from being invited if they have already opted into four or more meals at Lunch and Learns within the calendar month
• Congress – Attendees should be restricted from being invited if they have already opted into two or more meals at Congresses within the calendar month

To implement these restrictions:

1. Navigate to the Event Business Rules tab.
2. Create an Event Business Rule with an object type of Meal Opt-In Attendance Limit Rule.

3. Populate the following fields:

   Field	Value
   name__v	Meal Opt-in Limit
   run_rule_event_action__v	submit_for_approval__v
   attendee_account_type__v	professional__v
   attendee_status__v	;;approved__v:invited__v,accepted__v;;closed__v:attended__v,signed__v;;
   global_rule__v	Unselected
   warning_type__v	Hard Warning
   warning_text__v	EM_RULE_MEAL_OPT_IN_ATTENDANCE;;EVENT_BUSINESS_RULE_WARNING (Populated automatically)
   date_threshold_type__v	Calendar Month

4. Select Save.

After creating the business rule, create the following Event Rule Configurations:

Field	Lunch and Learn Record	Congress Record
event_business_rule__v	Meal Opt-In Limits	Meal Opt-In Limits
event_type__v	lunch_and_learn__v	congress__v
country__v	United States	United States
rule_start_date__v	01/01/2020	01/01/2020
rule_end_date__v	12/31/2050	12/31/2050
limit_quantity__v	4	2

An event organizer schedules a Lunch and Learn and invites Clinton Ackerman. However, Clinton Ackerman has already been invited to four Lunch and Learns where he has already opted into receiving a meal. When the event is submitted for approval, the following hard warning displays:

Clinton Ackerman has opted-in for 4 meals at United States Lunch and Learn events. Attendees cannot attend additional events if they have opted-in for more than 4 meals.

Clinton Ackerman must be removed as an attendee before the event organizer can proceed with planning the event.

Limiting Based on Meals from a Combination of Event Types

The admin wants to restrict Professional-type attendees from being invited to an event if they have already opted into five or more meals within the calendar month.

To implement this restriction:

1. Navigate to the Event Business Rules tab.
2. Create an Event Business Rule with an object type of Cross-Event Meal Opt-In Attendance Limit Rule.

3. Populate the following fields:

   Field	Value
   Name	Total Meal Opt-in Limit
   run_rule_event_action__v	submit_for_approval__v
   limit_quantity__v	4
   attendee_account_type__v	professional__v
   attendee_status__v	;;approved__v:invited__v,accepted__v;;closed__v:attended__v,signed__v;;
   global_rule__v	Unselected
   warning_type__v	Hard Warning
   warning_text__v	EM_RULE_CROSSEVENT_MEAL_OPT_IN_ATTENDANCE;;EVENT_BUSINESS_RULE_WARNING (Populated automatically)
   date_threshold_type__v	Calendar Month

4. Select Save.

The admin then creates the following Event Business Rule Configurations to define what types of events count towards the four meal limit:

Field	Lunch and Learn Record	Congress Record	Speaker Program Record
event_business_rule__v	Total Meal Opt-in Limit	Total Meal Opt-in Limit	Total Meal Opt-in Limit
event_type__v	lunch_and_learn__v	congress__v	speaker_program__v
country__v	United States	United States	United States
rule_start_date__v	01/01/2020	01/01/2020	01/01/2020
rule_end_date__v	12/31/2050	12/31/2050	12/31/2050

An event organizer plans a Lunch and Learn and invites Clinton Ackerman. However, Clinton Ackerman has already opted into meals at one other Lunch and Learn, two Congresses, and two Speaker Programs. When the event is submitted for approval, the following hard warning displays:

Clinton Ackerman has opted-in for 5 meals at events. Attendees cannot attend additional events if they have opted-in for more than 4 meals.

Limiting Number of a Single Attendee Type and Event Type

The admin wants to restrict attendance to Lunch and Learns to between 5 and 10 Professional-type attendees that have accepted the invitation.

To implement this restriction:

1. Navigate to the Event Business Rules tab.
2. Create an Event Business Rule with an object type of Per Event Attendance Limit Rule.

3. Populate the following fields:

   Field	Value
   Name	Professional Attendee Limits
   run_rule_event_action__v	submit_for_approval__v
   attendee_account_type__v	professional__v
   attendee_status__v	;;accepted__v;;
   global_rule__v	Unselected
   warning_type__v	Hard Warning
   warning_text__v	EM_RULE_PER_EVENT_ATTENDANCE;;EVENT_BUSINESS_RULE_WARNING (Populated automatically)

4. Select Save.

The admin then creates an Event Business Rule Configuration record with the following properties:

Field	Value
event_business_rule__v	Professional Attendee Limits (Populated Automatically)
event_type__v	lunch_and_learn__v
country__v	United States
rule_start_date__v	01/01/2020
rule_end_date__v	12/31/2050
minimum_quantity__v	5
maximum_quantity__v	10

An event organizer plans a Speaker Program and attempts to invite 12 Professional-type attendees. When the event is submitted for approval, the following hard warning displays:

United States Speaker Program must have between 5 and 10 attendees.

Two attendees must be removed before the event can proceed with planning.

Limiting Number of Multiple Attendee Types

The admin wants to restrict the number of attendees that can be invited to a Speaker Program. The event should not have more than ten attendees, at least five of which must be Prescribers.

To implement this restriction:

1. Navigate to the Event Business Rules tab.

2. Create two Event Business Rules, both with the Per Event Attendance Limit Rule object type, with the following field values:

   Field	Rule 1 Value	Rule 2 Value
   name__v	Speaker Program Total Attendance Limit	Speaker Program Prescriber Attendance Limit
   run_rule_event_action__v	submit_for_approval__v	submit_for_approval__v
   attendee_account_type__v	NULL	prescriber__v
   attendee_status__v	;;invited__v;;accepted__v;;	;;invited__v;;accepted__v;;
   global_rule__v	Unselected	Unselected
   warning_type__v	Soft Warning	Hard Warning
   warning_text__v	EM_RULE_PER_EVENT_ATTENDANCE;;EVENT_BUSINESS_RULE_WARNING (Populated automatically)	EM_RULE_PER_EVENT_ATTENDANCE;;EVENT_BUSINESS_RULE_WARNING (Populated automatically)
   comment_required__v	Optional	n/a

The admin then creates an Event Business Rule Configuration record with the following properties:

Field	Configuration Record for Rule 1	Configuration Record for Rule 2
event_business_rule__v	Speaker Program Total Attendance Limit (Populated Automatically)	Speaker Program Prescriber Attendance Limit (Populated Automatically)
event_type__v	lunch_and_learn__v	lunch_and_learn__v
country__v	United States	United States
rule_start_date__v	01/01/2020	01/01/2020
rule_end_date__v	12/31/2050	12/31/2050
minimum_quantity__v	0	5
maximum_quantity__v	10	Null

An event organizer plans a Speaker Program and attempts to invite 12 attendees, four of which are Prescribers. When the event is submitted for approval, the following hard warning displays:

United States Speaker Program must have at least 5 Prescriber attendees.

The event organizer invites an additional Prescriber, then resubmits the event for approval. Next, a soft warning displays, warning the organizer that the event exceeds the number of attendees that can be added to her event:

United States Speaker Program cannot exceed 10 attendees total.

The organizer determines that the additional two attendees are required for the event and decides to keep them. Even though a comment is not required, the event organizer adds one to explain exceeding the attendance limit for this event. After submitting the comments, the organizer can proceed with planning the event.