To configure this feature:

1. Ensure the following features are configured:

   • Event Business Rules Overview
   • Managing Event Materials

2. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   em_business_rule__v	CRED	em_required_event_material_rule__v	comment_required__v em_event_material__v global_rule__v warning_text__v warning_type__v	Edit
   em_event_override__v	CRED	em_business_rule_soft_warning_on_action__v	comment_box__v comment__v em_event_material__v event_action__v event__v status__v veeva_id__v warning_text__v	Edit
   em_event_history__v	CRED	em_business_rule_history__v	em_event_material__v event__v em_business_rule__v em_business_rule_configuration__v em_business_rule_type__v event_action__v warning_type__v expense_type__v record_violated_id__v record_violated_name__v em_attendee_account__v em_attendee_user__v em_attendee_contact__v em_event_speaker__v platform__v action_type__v action_datetime__v user__v	Edit
   em_event_material__v	CRED	required_attachment__v	attachment_required__v event__v has_attachment__v name__v required_event_action__v	Edit

Configuring Event Format and Location Type in Event Business Rules

To only apply a business rule to certain event formats or location types, improving both efficiency and compliance when planning events:

1. Grant Edit permission to the following em_business_rule_configuration__v fields:

   • event_format__v
   • location_type__v
2. Navigate to Admin > Configuration > Objects > em_business_rule_configuration__v > Layouts.

3. Add the following fields to the appropriate em_business_rule_configuration__v layouts:

   • event_format__v
   • location_type__v

To configure this feature:

1. Ensure the following features are configured:

   • Event Business Rules Overview
   • Managing Event Materials

2. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   em_business_rule__v	R	n/a	comment_required__v em_event_material__v global_rule__v warning_text__v warning_type__v	Read
   em_event_override__v	CRED	em_business_rule_soft_warning_on_action__v	comment_box__v comment__v em_event_material__v event_action__v event__v status__v veeva_id__v warning_text__v	Edit
   em_event_history__v	CRED	em_business_rule_history__v	action_datetime__v action_type__v em_attendee_account__v em_attendee_contact__v em_attendee_user__v em_business_rule_configuration__v em_business_rule_type__v em_business_rule__v em_event_material__v em_event_speaker__v event_action__v event__v expense_type__v platform__v record_violated_id__v record_violated_name__v run_rule_type__v user__v warning_type__v	Edit
   em_event_material__v	CRE	required_attachment__v	attachment_required__v event__v has_attachment__v name__v required_event_action__v	Edit

Configuring Event Format and Location Type in Event Business Rules

To only apply a business rule to certain event formats or location types, improving both efficiency and compliance when planning events, grant Read permission to the following em_business_rule_configuration__v fields:

• event_format__v
• location_type__v

All Event Rules are created from the Event Business Rules tab. The selected object type of the em_business_rule__v record determines which fields admins must populate:

1. Navigate to the Event Business Rules tab.
2. Create a new Event Business Rule with a object type of em_required_event_material_rule__v.
3. Select Next.

4. Populate the following fields:

   • name__v
   • run_rule_event_action__v – Enter the appropriate button name to run the rule whenever the event organizer selects the button. Enter only one button name and do not use any of the following buttons:
   • cancel_event__v
   • reschedule__v
   • em_event_material__v – The name of the resulting em_event_material__v record
   • global_rule__v – Applies the rule to all countries, regardless of any countries associated via Event Business Rule Configuration records
   • warning_type__v – Select either Hard Warning or Soft Warning. See Warning Text and Tokens for more information.
   • warning_text__v – Displays the Veeva Message that displays if this rule is violated. See Warning Text and Tokens for more information.
   • comment_required__v – Only displays if the Warning Type is Soft Warning. Select one of the following options:
   • Required – Organizers must leave a comment when dismissing a soft warning
   • Optional – Organizers may leave a comment when dismissing a soft warning
   • Hidden – The comment box does not display
5. Select Save.

Creating Event Material Rule Configurations

After the event rule is created, admins must associate the event rule with a new em_business_rule_configuration__v record to determine which event type, country, and timespan the rule should apply to.

To associate event rules to em_business_rule_configuration__v records, navigate to the Event Business Rule Configurations section of the appropriate rule.

Select Create, then populate the following fields:

• event_business_rule__v – Automatically populates with the appropriate event rule
• event_type__v – Enter the appropriate em_event__v object type the event rule applies to
• country__v – Use the lookup to select the appropriate country__v record. This field does not display if the global_rule__v check box was selected.
• rule_start_date__v – Defines the start of the active period of the rule
• rule_end_date__v – Defines the end of the active period of the rule

• event_format__v – Only applies the business rule to em_event__v records with matching event_format__v fields. Multiple values can be specified using a double semicolon delimited list, for example:

  in_person__v;;virtual__v

• location_type__v – Only applies the business rule to em_event__v records with matching location_type__v fields. Multiple values can be specified using a double semicolon delimited list, for example:

  in_office__v;;out_of_office__v

Only one business rule configuration can be active for each combination of event_type__v, event_business_rule__v, and country__v.

When event organizers create an event that matches active Event Material Rules, em_event_material__v records are created for each applicable rule. These em_event_material__v records are created with the following properties:

• Object Type = required_attachment__v
• name__v – Reflects the value of the em_event_material__v field of the associated rule
• attachment_required__v – This picklist can be one of the following values, based on the value of the warning_type__v picklist on the associated rule:
• required__v – If the Warning Type is hard_warning__v
• optional__v – If the Warning Type is soft_warning__v
• required_event_action__v – Reflects the value of the run_rule_event_action__v field of the associated rule

Event organizers can then upload the appropriate attachments or files to these em_event_material__v records.

If event organizers do not upload an attachment or file to an em_event_material__v record when they select the run_rule_event_action__v button, a hard or soft warning displays informing organizers they did not upload all of the required attachments or files.