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

## Creating Event Attendee Restricted Product Rules

Attendee Restricted Product rules improve compliance when planning events by warning event organizers about attendees who have a product designated as restricted for that account. These attendees cannot be added to that event.

**Who can use this feature?**

* Business Admin Users - Browser
* [Creating Attendee Restricted Product Rules](#Creating)
* Users require an Events Management License

### Configuring Attendee Restricted Product Rules for

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

To configure this feature:

1. Ensure the following features are configured:

   * [Event Business Rules](EventBusinessRules.htm)
   * [Creating Event Attendance Rules](AttdRules.htm)
   * [Restricting Products by Account](../../Call_Reporting_2/Restrictions/RpAcct.htm)
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.

### Creating Attendee Restricted Product Rules as

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

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](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
   * 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.

![](../../../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

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

### Related Topics

[Creating Event Attendance Rules](AttdRules.htm)

[Restricting Products by Account](../../Call_Reporting_2/Restrictions/RpAcct.htm)