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

## Examples of Event Material Rules

This topic contains detailed examples of Event Material Rules.

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Globally Requiring Event Material When Submitting Events for Approval](#)

The admin wants to give event organizers the option of uploading an event outline when they submit a Congress for approval. The admin also decides this rule should be implemented regardless of the event’s country.

To implement this rule:

1. Navigate to the **Event Business Rules** tab.
2. Create an event business rule with an object type of **em\_required\_event\_material\_rule\_\_v**.
3. Populate the following fields:

   | Field | Value |
   | --- | --- |
   | name\_\_v | Congress Outline |
   | run\_on\_event\_action\_\_v | submit\_for\_approval\_\_v |
   | em\_event\_material\_\_v | Outline for Congresses |
   | global\_rule\_\_v | Selected |
   | warning\_type\_\_v | Soft Warning |
   | warning\_text\_\_v | EM\_RULE\_REQUIRED\_EVENT\_MATERIAL;;EVENT\_BUSINESS\_RULE\_WARNING  (Populated automatically) |
   | comment\_required\_\_v | Required |

   ![](../../../Resources/Images/Events/BusRules/EventMatsRulesExample.png)
4. Select **Save**.

After creating the Event Business Rule, associate the rule to the appropriate Event Types and Country:

1. Navigate to the **Congress Outline** record.
2. Navigate to the **Event Business Rule Configurations** related list.
3. Select **New**.
4. Create a new Event Business Rule Configuration record with the following values:

   | Field | Value |
   | --- | --- |
   | event\_business\_rule\_\_v | Congress Outline  (Populated automatically) |
   | event\_type\_\_v | congress\_\_v |
   | rule\_start\_date\_\_v | January 1, 2020 |
   | rule\_end\_date\_\_v | December 31, 2050 |

   ![](../../../Resources/Images/Events/BusRules/EventMatsRulesExample1.png)
5. Select **Save**.

When a Congress is created in the US, the following em\_event\_material\_\_v record is automatically created and associated with the event.

| Field | Value |
| --- | --- |
| name\_\_v | Outline for Congress |
| attachment\_required\_\_v | optional\_\_v |
| required\_event\_action\_\_v | submit\_for\_approval\_\_v |
| has\_attachment\_\_v | no\_\_v |

When the event is submitted for approval, the following soft warning displays:

Outline for Congress requires an event material file or attachment.

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Requiring Event Material When Closing an Event](#)

The admin wants to prevent organizers from closing a Speaker Program or Congress in the US without attaching certain tax documents.

To implement this rule:

1. Navigate to the **Event Business Rules** tab.
2. Create an event business rule with a object type of **em\_required\_event\_material\_rule\_\_v**.
3. Populate the following fields:

   | Field | Value |
   | --- | --- |
   | name\_\_v | Require Tax Docs |
   | run\_on\_event\_action\_\_v | close\_\_v |
   | em\_event\_material\_\_v | Required Tax Information |
   | warning\_type\_\_v | Hard Warning |
   | warning\_text\_\_v | EM\_RULE\_REQUIRED\_EVENT\_MATERIAL;;EVENT\_BUSINESS\_RULE\_WARNING  (Populated automatically) |

   ![](../../../Resources/Images/Events/BusRules/EventMatsRulesExample2.png)
4. Select **Save**.

After creating the Event Business Rule, associate the rule with the appropriate Event Types and Country:

1. Navigate to the **Congress Outline** record.
2. Navigate to the **Event Business Rule Configurations** related list.
3. Select **New**.
4. Create two new Event Business Rule Configuration record with the following values:

   | Field | Record 1 | Record 2 |
   | --- | --- | --- |
   | event\_business\_rule\_\_v | Require Tax Docs  (Populated automatically) | |
   | event\_type\_\_v | speaker\_program\_\_v | congress\_\_v |
   | country\_\_v | United States | |
   | rule\_start\_date\_\_v | January 1, 2020 | |
   | rule\_end\_date\_\_v | December 31, 2050 | |

   ![](../../../Resources/Images/Events/BusRules/EventMatsRulesExample3.png)
5. Select **Save**.

When an event organizer plans and executes a Speaker Program in the US, the following em\_event\_material\_\_v record is automatically created and associated with the event:

| Field | Value |
| --- | --- |
| name\_\_v | Required Tax Information |
| attachment\_required\_\_v | required\_\_v |
| required\_event\_action\_\_v | closed\_\_v |
| has\_attachment\_\_v | no\_\_v |

When the organizer attempts to close the event, the following hard warning displays:

Required Tax Information requires an event material file or attachment.

The event is prevented from being closed until a file or attachment is uploaded to the Required Tax Information event material.

### Related Topics

[Creating Required Event Material Rules](EventMatsRules.htm)

[Event Business Rules Overview](EventBusinessRules.htm)

[Warning Text and Tokens](WarningTextTokens.htm)