To configure this feature:

1. Ensure the following features are configured:

   • Event Business Rules
   • Creating Event Attendance Rules
   • Restricting Products by Account
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Navigate to the em_busiuness_rule__v object.
6. Grant access to the em_attendee_product_restriction_rule__v object type.

To create Restricted Product Rules:

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

4. Populate the following fields:

   • Name

   • attendee_account_type__v – Restricts the rule to only match the specified account type based on the attendee_account_type__v formula field on the em_attendee__v object. If left empty, the rule applies to all attendees whose attendee_account_type__v field is not null. Uses the following format:

     ;;Attendee Account Type 1;;Attendee Account Type 2;;

     This field uses the API Names for the entered event statuses and attendee statuses. For example, ;;professional__v;;prescriber__v;;

   • attendee_status__v – Uses the following format to define which attendee status and event status combinations the rule should apply to:

     ;;Event Status 1:Attendee Status 1,Attendee Status 2;;Event Status 2:Attendee Status 1;;

     This field uses the API Names for the entered event statuses and attendee statuses. For example, ;;approved__v:invited__v,accepted__v;;closed__v:attended__v;;

   • global_rule__v – Applies the rule to all countries, regardless of any countries associated via Event Business Rule Configuration records. This field cannot be edited after the record is created.
   • 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
   • 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:
   • attendee_reconciliation__v
   • cancel_event__v
   • generate_invitations__v
   • generate_sign_in__v
   • manage_attendees__v
   • manage_attendees_hub__v
   • preview_event_qr_code__v
   • record_a_call__v
   • reschedule__v
   • schedule_engage__v
   • send_email__v
   • start_webinar__v
   • view_signatures__v
5. Select Save.

Creating Attendee Restricted Product Rules 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

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