Event Business Rules Overview
Event Business Rules enable admins to enforce certain rules and assist and restrict event organizers when planning an event, minimizing planning mistakes and ensuring compliance. Event Business rules are designed to ensure compliance with business standards and legal regulations.
Business admin users can create these rules via a data driven solution that defines the rule type, run logic, and rule-specific parameters. These rules are associated with configuration records that enable multiple sets of event rules based on the country and object type of the event, granting a high degree of flexibility based on customer needs.
The following are brief examples of some of the different types of Event Business Rules and their effects:
- Prevent end users from inviting an attendee to a Speaker Program if they have opted-in to a meal four times in the last 12 months
- Generate expense estimates based on AV equipment used in the event
- Prevent end users from adding speakers that are within $500 of their expense cap
- Require end users upload a Sign-in Sheet Print Material for Speaker Programs
- Require end users to comment on a Soft Warning violation when an expense attributed to an expense type is over $1,000
- Restrict the number of Lunch and Learns a Professional-type attendees can be invited to in a 90 day period on the same topic
- Warn end users if an invited speaker of a Speaker Program in the US has already been a confirmed speaker more than three times in a rolling 90 day period
Who can use this feature?
- Browser, iPad Users
- Users require an Events Management License
- Business Admin Users, End Users
Common Configuration for Event Business Rules
The following configuration is required regardless of the specific type of Event Business Rules used.
Business Admin Users
To configure this feature:
- Ensure Configuring Events Management is complete.
- Navigate to Admin > Users & Groups > Permission Sets > Objects.
-
Grant the following permissions:
Object
Object Permission
Object Types
Fields
Field Permission
em_business_rule__v
CRED
All Object Types
- name__v
- run_rule_event_action__v
- em_business_rule_id__v
Edit
em_business_rule_configuration__v
CRED
All Object Types
- event_business_rule__v
- event_type__v
- country__v
- rule_start_date__v
- rule_end_date__v
- em_business_rule_configuration_id__v
- event_business_rule_type__v
Edit
em_event_override__v
CRED
em_business_rule_soft_warning_on_action__v
- comment__v
- comment_box__v
- event__v
- event_action__v
- veeva_id__v
- objecttypeId
- status__v
- warning_text__v
Edit
- Grant access to the em_business_rule__v tab.
End Users
To configure this feature:
- Ensure Configuring Events Management is complete.
- Navigate to Admin > Users & Groups > Permission Sets > Objects.
-
Grant the following permissions:
Object
Object Permission
Object Types
Fields
Field Permission
em_business_rule__v
R
n/a
- name__v
- run_rule_event_action__v
- em_business_rule_id__v
Read
em_business_rule_configuration__v
R
n/a
- event_business_rule__v
- event_type__v
- country__v
- rule_start_date__v
- rule_end_date__v
- em_business_rule_configuration_id__v
- event_business_rule_type__v
Read
em_event_override__v
RE
em_business_rule_soft_warning_on_action__v
- comment__v
- comment_box__v
- event__v
- event_action__v
- veeva_id__v
- objecttypeId
- status__v
- warning_text__v
Read
