Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/Attendees/LimitOoTResults.htm

## Filtering Attendee Results Outside of the User's Territory

Business admin users can configure filters when adding attendees to an event or reconciling walk-in attendees that limit the out-of-territory search results displayed to end users. The following types of filters are available for configuration:

* Only display accounts in the user’s country or the event’s country
* Only display accounts of specific object types

Filtering these accounts prevents irrelevant accounts from displaying while maintaining compliance requirements regarding HCP data restrictions across borders.

**Who can use this feature?**

* Business Admin Users - iPad
* [Limiting Outside Territory Search Results](#Limiting)
* End Users - Browser, iPad
* [Limiting Outside Territory Search Results](#Limiting1)
* Users require an Events Management License

### Configuring Outside of Territory Search for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

To configure this feature:

1. Ensure the following features are configured:

   * [Configuring Events Management](../Configuration/Config.htm)
   * [Searching for Attendees Outside of the User's Territory](OoTSearch.htm)
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | em\_event\_rule\_\_v | CRED | All appropriate object types | * search\_outside\_territory\_\_v * search\_outside\_territory\_filter\_\_v * search\_outside\_territory\_object\_type\_\_v | Edit |
6. Navigate to **Admin > Configuration > Objects > em\_event\_rule\_\_v > Layouts**.
7. Place the following fields on the layout assigned to the **attendee\_fields\_\_v** object type:

   * search\_outside\_territory\_\_v
   * search\_outside\_territory\_filter\_\_v
   * search\_outside\_territory\_object\_type\_\_v

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure the following features are configured:

   * [Configuring Events Management](../Configuration/Config.htm)
   * [Searching for Attendees Outside of the User's Territory](OoTSearch.htm)
   * [Reconciling Walk-in Attendees to Existing Accounts](Walk_inAttendees.htm)
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | em\_event\_rule\_\_v | R | All appropriate object types | * search\_outside\_territory\_\_v * search\_outside\_territory\_filter\_\_v * search\_outside\_territory\_object\_type\_\_v | Read |
   | user\_\_sys | R | All appropriate object types | vcountry\_\_v | Read |

### Limiting Outside Territory Search Results as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

To limit outside territory search results:

1. Navigate to **Events Management > Event Configuration** and select the appropriate event configuration.
2. Navigate to the **Event Rules** section.
3. **Create** or **Edit** the appropriate Attendee Fields type Event Rule.
4. Populate the appropriate fields:

   * search\_outside\_territory\_\_v – Select this checkbox
   * search\_outside\_territory\_filter\_\_v – Filters accounts by country. Select the appropriate values:
   * event\_country\_\_v – Filters to only display accounts with the same country as the event
   * user\_country\_\_v – Filters to only display accounts with the same country as the user
   * search\_outside\_territory\_object\_type\_\_v – Filters accounts by account\_\_v object type. Select the appropriate account\_\_v object types.

   ![](../../../Resources/Images/Events/Attendees/LimitOoT.png)
5. Select **Save**.

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

When end users either search for attendees to add to an event, or search for accounts to reconcile a walk-in attendee to, the list of outside territory search results automatically filters based on the fields configured by the business admin on the corresponding event rule.

For example, the end user is reconciling walk-in attendees from a Congress event in France. The event rule for Congresses states only professional\_\_v type accounts in the same country as the event display as potential matches for reconciliation. The user searches for matches for a walk-in attendee named Clint Ackerman. Clinton Ackerman, a professional in France, displays as a potential match, while Clint Ackerman, a pharmacist in France, and Clinten Ackerman, a professional in the United States, do not display to the end user as a potential match.

### Related Topics

[Searching for Attendees Outside of the User's Territory](OoTSearch.htm)

[Reconciling Walk-in Attendees to Existing Accounts](Walk_inAttendees.htm)

[Managing Event Attendees](Attendees.htm)