Applying Required Event Material Rules Based on Event Status and Program Type
To enable more granular control over when end users are warned about missing event materials, business admin users can configure Required Event Material Rules to only apply to events with certain statuses or program types. This ensures warnings display at the most relevant point in the event workflow.
Who can use this feature?
- Business Admin Users - Browser
- Applying Required Event Material Rules to Specific Event Statuses and Program Types
- End Users - Browser, iPad
- Using Required Event Material Rules with Specified Event Statuses and Formats
- Users require an Events Management License
Configuring Required Event Material Rules Based on Event Status and Program Type for
To configure this feature:
-
Ensure the following features are configured:
- 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_configuration__v
CRED
n/a
program_type__v
Edit
- Navigate to Admin > Configuration > Objects > em_event_business_rule__v > Layouts.
- Ensure the event_status__v field is placed on the layout assigned to the em_required_event_material_rule__v object type.
To configure this feature:
-
Ensure the following features are configured:
- 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_configuration__v
R
n/a
program_type__v
Read
Applying Required Event Material Rules to Specific Event Statuses and Program Types as
To specify the certain event statuses for a Required Event Material Rule:
- Edit the appropriate em_required_event_material_rule__v type Event Business Rule. See Creating Required Event Material Rules for more information.
-
Populate the event_status__v field using the following format:
Status1;;Status2
For example, approved__v;;pending_approval__v
- Select Save.
To specify the certain program types for a Required Event Material Rule:
- Navigate to the appropriate em_required_event_material_rule__v type Event Business Rule.
- Navigate to the Event Business Rule Configurations section.
- Edit the appropriate em_business_rule_configuration__v record.
-
Populate the program_type__v field using the following format:
ProgramType1;;ProgramType2
For example, host__v;;series__v
- Select Save.
Using Required Event Material Rules with Specified Event Statuses and Formats as
When event organizers create an event, only Event Material Rules with matching event statuses or program types are executed. em_event_material__v records are created for each applicable rule. See Using Required Event Material Rules for more information on the properties of these records.

