Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Events/EventBusinessRules/EventMatsRules.htm

## Creating Required Event Material Rules

Required Event Material Rules help enhance compliance and maintain audit trails by requiring organizers attach specific supporting materials before executing certain event actions. These rules can be configured to either warn organizers or prevent further action until the necessary materials are attached.

For example, an organizer attempting to close an event may be prompted to submit receipts or sign-in sheets.

**Who can use this feature?**

* Business Admin Users - Browser
* [Creating Event Material Rules](#Creating)
* End Users - Browser, iPad
* [Using Required Event Material Rules](#Using)
* Users require an Events Management License

### Configuring Required Event Material Rules

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

To configure this feature:

1. Ensure the following features are configured:

   * [Event Business Rules Overview](EventBusinessRules.htm)
   * [Managing Event Materials](../Materials/EventMaterial.htm)
2. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | em\_business\_rule\_\_v | CRED | em\_required\_event\_material\_rule\_\_v | * comment\_required\_\_v * em\_event\_material\_\_v * global\_rule\_\_v * warning\_text\_\_v * warning\_type\_\_v | Edit |
   | em\_event\_override\_\_v | CRED | em\_business\_rule\_soft\_warning\_on\_action\_\_v | * comment\_box\_\_v * comment\_\_v * em\_event\_material\_\_v * event\_action\_\_v * event\_\_v * status\_\_v * veeva\_id\_\_v * warning\_text\_\_v | Edit |
   | em\_event\_history\_\_v | CRED | em\_business\_rule\_history\_\_v | * em\_event\_material\_\_v * event\_\_v * em\_business\_rule\_\_v * em\_business\_rule\_configuration\_\_v * em\_business\_rule\_type\_\_v * event\_action\_\_v * warning\_type\_\_v * expense\_type\_\_v * record\_violated\_id\_\_v * record\_violated\_name\_\_v * em\_attendee\_account\_\_v * em\_attendee\_user\_\_v * em\_attendee\_contact\_\_v * em\_event\_speaker\_\_v * platform\_\_v * action\_type\_\_v * action\_datetime\_\_v * user\_\_v | Edit |
   | em\_event\_material\_\_v | CRED | required\_attachment\_\_v | * attachment\_required\_\_v * event\_\_v * has\_attachment\_\_v * name\_\_v * required\_event\_action\_\_v | Edit |

#### Configuring Event Format and Location Type in Event Business Rules

To only apply a business rule to certain event formats or location types, improving both efficiency and compliance when planning events:

1. Grant Edit permission to the following **em\_business\_rule\_configuration\_\_v** fields:

   * event\_format\_\_v
   * location\_type\_\_v
2. Navigate to **Admin > Configuration > Objects > em\_business\_rule\_configuration\_\_v > Layouts**.
3. Add the following fields to the appropriate em\_business\_rule\_configuration\_\_v layouts:

   * event\_format\_\_v
   * location\_type\_\_v

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

To configure this feature:

1. Ensure the following features are configured:

   * [Event Business Rules Overview](EventBusinessRules.htm)
   * [Managing Event Materials](../Materials/EventMaterial.htm)
2. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | em\_business\_rule\_\_v | R | em\_required\_event\_material\_rule\_\_v | * comment\_required\_\_v * em\_event\_material\_\_v * global\_rule\_\_v * warning\_text\_\_v * warning\_type\_\_v | Read |
   | em\_event\_override\_\_v | CRED | em\_business\_rule\_soft\_warning\_on\_action\_\_v | * comment\_box\_\_v * comment\_\_v * em\_event\_material\_\_v * event\_action\_\_v * event\_\_v * status\_\_v * veeva\_id\_\_v * warning\_text\_\_v | Edit |
   | em\_event\_history\_\_v | CRED | em\_business\_rule\_history\_\_v | * action\_datetime\_\_v * action\_type\_\_v * em\_attendee\_account\_\_v * em\_attendee\_contact\_\_v * em\_attendee\_user\_\_v * em\_business\_rule\_configuration\_\_v * em\_business\_rule\_type\_\_v * em\_business\_rule\_\_v * em\_event\_material\_\_v * em\_event\_speaker\_\_v * event\_action\_\_v * event\_\_v * expense\_type\_\_v * platform\_\_v * record\_violated\_id\_\_v * record\_violated\_name\_\_v * run\_rule\_type\_\_v * user\_\_v * warning\_type\_\_v | Edit |
   | em\_event\_material\_\_v | CRE | required\_attachment\_\_v | * attachment\_required\_\_v * event\_\_v * has\_attachment\_\_v * name\_\_v * required\_event\_action\_\_v | Edit |

#### Configuring Event Format and Location Type in Event Business Rules

To only apply a business rule to certain event formats or location types, improving both efficiency and compliance when planning events, grant Read permission to the following em\_business\_rule\_configuration\_\_v fields:

* event\_format\_\_v
* location\_type\_\_v

### Creating Event Material Rules as

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

All Event Rules are created from the Event Business Rules tab. The selected object type of the em\_business\_rule\_\_v record determines which fields admins must populate:

1. Navigate to the **Event Business Rules** tab.
2. Create a new **Event Business Rule** with a object type of em\_required\_event\_material\_rule\_\_v.
3. Select **Next**.
4. Populate the following fields:

   * name\_\_v
   * 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:
   * cancel\_event\_\_v
   * reschedule\_\_v
   * em\_event\_material\_\_v – The name of the resulting em\_event\_material\_\_v record
   * global\_rule\_\_v – Applies the rule to all countries, regardless of any countries associated via Event Business Rule Configuration records
   * warning\_type\_\_v – Select either Hard Warning or Soft Warning. See [Warning Text and Tokens](WarningTextTokens.htm) for more information.
   * warning\_text\_\_v – Displays the Veeva Message that displays if this rule is violated. See [Warning Text and Tokens](WarningTextTokens.htm) 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
5. Select **Save**.

#### Creating Event Material Rule 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.

![](../../../Resources/Images/Events/BusRules/EMBusRuleConfigCreate.png)

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 checkbox 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
* event\_format\_\_v – Only applies the business rule to em\_event\_\_v records with matching event\_format\_\_v fields. Multiple values can be specified using a double semicolon delimited list, for example:

  in\_person\_\_v;;virtual\_\_v
* location\_type\_\_v – Only applies the business rule to em\_event\_\_v records with matching location\_type\_\_v fields. Multiple values can be specified using a double semicolon delimited list, for example:

  in\_office\_\_v;;out\_of\_office\_\_v

Only one business rule configuration can be active for each combination of event\_type\_\_v, event\_business\_rule\_\_v, and country\_\_v.

### Using Required Event Material Rules as

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

When event organizers create an event that matches active Event Material Rules, em\_event\_material\_\_v records are created for each applicable rule. These em\_event\_material\_\_v records are created with the following properties:

* Object Type = required\_attachment\_\_v
* name\_\_v – Reflects the value of the em\_event\_material\_\_v field of the associated rule
* attachment\_required\_\_v – This picklist can be one of the following values, based on the value of the warning\_type\_\_v picklist on the associated rule:
* required\_\_v – If the Warning Type is hard\_warning\_\_v
* optional\_\_v – If the Warning Type is soft\_warning\_\_v
* required\_event\_action\_\_v – Reflects the value of the run\_rule\_event\_action\_\_v field of the associated rule

Event organizers can then upload the appropriate attachments or files to these em\_event\_material\_\_v records.

If event organizers do not upload an attachment or file to an em\_event\_material\_\_v record when they select the run\_rule\_event\_action\_\_v button, a hard or soft warning displays informing organizers they did not upload all of the required attachments or files.

### Related Topics

[Examples of Event Material Rules](EventMatsRulesExample.htm)

[Managing Event Materials](../Materials/EventMaterial.htm)

[Event Business Rules Overview](EventBusinessRules.htm)