Associating an Account with an Event

Events Management end users can host events with business accounts, for example, a hospital. End users can select a specific account and address to associate with their event, which simplifies the event planning process by filtering the list of available attendees associated with the business account.

Who can use this feature?

  • Browser, iPad Users
  • Users require an Events Management License
  • End Users

Configuring Account Based Events for

To configure this feature:

  1. Ensure the following features are configured:

  2. Grant the following permissions:

    Object Object Permission Object Types Fields Field Permission
    account__v R All All fields configured to display for accounts Read
    address__v R All
    • account__v
    • name__v
    • city_cda__v
    • postal_code_cda__v
    • primary_cda__v
    • state_province__v
    • street_address_1_cda__v
    • street_address_2_cda__v
    		 Read
    em_event__v CRE

    All applicable object types
    • account__v
    • address__v
    		 Edit
    tsf__v R All
    • account__v
    • address__v
    		 Read

  3. Navigate to Admin > Configuration > Objects > em_event__v > Layouts and add the following fields to the appropriate layouts:

    • account__v
    • address__v

Creating Account Based Events as

To create an account based event:

  1. Create the appropriate event.

  2. Use the Account lookup field to search for and select the appropriate account. When the account is selected, the Address field automatically populates with a default address using the following logic:

    • If the account has an associated tsf__v record with a populated address__v field, that address is used
    • If the account has an associated address__v record with a selected primary_cda__v check box, that address is used
    • If the account has neither of these, the first associated address__v record sorted by the record's ID is used

  3. Use the Address picklist to select an alternative address, if applicable. This picklist only displays active address__v records associated with the selected account.

  4. Populate all other appropriate event information.
  5. Select Save.
  1. Create the appropriate event.

  2. Use the Account lookup field to search for and select the appropriate account. When the account is selected, the Address field automatically populates with a default address using the following logic:

    • If the account has an associated tsf__v record with a populated address__v field, that address is used
    • If the account has an associated address__v record with a selected primary_cda__v check box, that address is used
    • If the account has neither of these, the first associated address__v record sorted by the record's ID is used

  3. Use the Address picklist to select an alternative address, if applicable. This picklist only displays active address__v records associated with the selected account.

  4. Populate all other appropriate event information.
  5. Select Save.

Automatically Filtering Potential Attendees Based on the Associated Account

If the event's associated account is a business account, for example, an account with an object type of hospital__v or institution__v, the Select Attendee modal automatically filters to display accounts associated with the business account. If needed, end users can still navigate to other accounts.

See Navigating an Attendee's Account Hierarchy for more information.

To create an account based event:

  1. Create the appropriate event.

  2. Use the Account lookup field to search for and select the appropriate account. When the account is selected, the Address field automatically populates with a default address using the following logic:

    • If the account has an associated tsf__v record with a populated address__v field, that address is used
    • If the account has an associated address__v record with a selected primary_cda__v check box, that address is used
    • If the account has neither of these, the first associated address__v record sorted by the record's ID is used

  3. Use the Address picklist to select an alternative address, if applicable. This picklist only displays active address__v records associated with the selected account.

  4. Populate all other appropriate event information.
  5. Select Save.

Automatically Filtering Potential Attendees Based on the Associated Account

If the event's associated account is a business account, for example, an account with an object type of hospital__v or institution__v, the Select Attendee modal automatically filters to display accounts associated with the business account. If needed, end users can still navigate to other accounts.

See Navigating an Attendee's Account Hierarchy for more information.

Related Topics

Creating an Event

Managing Event Attendees

Selecting Attendees in Hierarchies