The admin wants to give event organizers the option of uploading an event outline when they submit a Congress for approval. The admin also decides this rule should be implemented regardless of the event’s country.

To implement this rule:

1. Navigate to the Event Business Rules tab.
2. Create an event business rule with an object type of em_required_event_material_rule__v.

3. Populate the following fields:

   Field	Value
   name__v	Congress Outline
   run_on_event_action__v	submit_for_approval__v
   em_event_material__v	Outline for Congresses
   global_rule__v	Selected
   warning_type__v	Soft Warning
   warning_text__v	EM_RULE_REQUIRED_EVENT_MATERIAL;;EVENT_BUSINESS_RULE_WARNING (Populated automatically)
   comment_required__v	Required

   

4. Select Save.

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

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

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

   Field	Value
   event_business_rule__v	Congress Outline (Populated automatically)
   event_type__v	congress__v
   rule_start_date__v	January 1, 2020
   rule_end_date__v	December 31, 2050

   

5. Select Save.

When a Congress is created in the US, the following em_event_material__v record is automatically created and associated with the event.

Field	Value
name__v	Outline for Congress
attachment_required__v	optional__v
required_event_action__v	submit_for_approval__v
has_attachment__v	no__v

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

Outline for Congress requires an event material file or attachment.

The admin wants to prevent organizers from closing a Speaker Program or Congress in the US without attaching certain tax documents.

To implement this rule:

1. Navigate to the Event Business Rules tab.
2. Create an event business rule with a object type of em_required_event_material_rule__v.

3. Populate the following fields:

   Field	Value
   name__v	Require Tax Docs
   run_on_event_action__v	close__v
   em_event_material__v	Required Tax Information
   warning_type__v	Hard Warning
   warning_text__v	EM_RULE_REQUIRED_EVENT_MATERIAL;;EVENT_BUSINESS_RULE_WARNING (Populated automatically)

   

4. Select Save.

After creating the Event Business Rule, associate the rule with the appropriate Event Types and Country:

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

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

   Field	Record 1	Record 2
   event_business_rule__v	Require Tax Docs (Populated automatically)
   event_type__v	speaker_program__v	congress__v
   country__v	United States
   rule_start_date__v	January 1, 2020
   rule_end_date__v	December 31, 2050

   

5. Select Save.

When an event organizer plans and executes a Speaker Program in the US, the following em_event_material__v record is automatically created and associated with the event:

Field	Value
name__v	Required Tax Information
attachment_required__v	required__v
required_event_action__v	closed__v
has_attachment__v	no__v

When the organizer attempts to close the event, the following hard warning displays:

Required Tax Information requires an event material file or attachment.

The event is prevented from being closed until a file or attachment is uploaded to the Required Tax Information event material.