Providing Comment Reasons for Event Business Rules
Business admin users can configure a picklist of reasons for end users to select when end users trigger violations of an Event Business Rule. This enables end users to still provide necessary context for the violation, while mitigating the compliance risks associated with unrestricted free-text fields.
Who can use this feature?
- Business Admin Users - Browser
- Enabling Comment Reasons for an Event Business Rule
- End Users - Browser, iPad
- Using Comment Reasons for an Event Business Rule
- Users require an Events Management License
Configuring Comment Reasons for Soft Warnings for
To configure this feature:
-
Ensure the following features are configured:
- Configuring Events Management
- Event Business Rules Overview – Including any of the appropriate business rule types:
- Creating Event Attendance Rules
- Creating Expense Limit Rules
- Creating Event Speaker Rules
- Creating Required Event Material Rules
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
-
Grant the following permissions:
Object
Object Permission
Object Types
Fields
Field Permission
em_business_rule__v
CRED
All appropriate object types
- comment_type__v
- comment_reason__v
Edit
em_event_override__v
CRED
n/a
comment_reason__v
Edit
- Navigate to Admin > Configuration > Objects > em_event_business_rule__v > Fields > comment_reason__v.
- Add all appropriate comment reasons as values to the picklist.
To configure this feature:
-
Ensure the following features are configured:
- Configuring Events Management
- Event Business Rules Overview – Including any of the appropriate business rule types:
- Creating Event Attendance Rules
- Creating Expense Limit Rules
- Creating Event Speaker Rules
- Creating Required Event Material Rules
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
-
Grant the following permissions:
Object
Object Permission
Object Types
Fields
Field Permission
em_business_rule__v
R
All appropriate object types
- comment_type__v
- comment_reason__v
Read
em_event_override__v
RE
n/a
comment_reason__v
Read
Enabling Comment Reasons for an Event Business Rule as
To configure comment reasons for event business rules:
-
Edit the appropriate em_event_business_rule__v record.
The rule must have a warning_type__v of soft_warning__v.
-
Ensure the comment_required__v field is one of the following values:
- required__v – The end user is required to select a reason before dismissing the warning
- optional__v – The end user may select a reason, but is not required to before dismissing the warning
- Select picklist__v for the comment_type__v field.
- Select Save.
Using Comment Reasons for an Event Business Rule as
When end users execute an event business rule that triggers a soft warning violation, the soft warning modal displays with a Comment reason picklist.
End users can then select a reason from one of the defined picklist values before continuing. If the comment_required__v field of the business rule is set to required__v, users are required to select a reason from the picklist before continuing.

