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Attendee Participant
Learn about the configurations that control the display, filtering, and advanced search options in Attendee Search. Then, configure the Attendee section related list on the Managed Event's record page.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
| User Permissions Needed | |
|---|---|
| To add a related list for attendees: | Life Science Commercial Admin permission set AND Event Management permission set |
In the Update Attendees window, Event Management searches for attendees to add to an event in the following ways.
- Aligned Accounts list: By default, the system searches for accounts aligned to your territory. Users can see all the available attendee options in the Aligned Accounts list. They can switch to a list they created to see accounts that fulfil a specific criteria, or filter the search by HCP, HCO, or all. Enable lists and filters using the Enable lists and filters in the Update Attendee modal checkbox in the Event Management profile-level settings.
- Search filters: Enable users to filter the attendee search by specific fields by creating a field set and configuring the same in the Update Attendees Search Field Set in the admin console.
- Display columns: Enable users to view specific fields in the columns of the search results by creating a field set and configuring the same in the Update Attendees Display Field Set in the admin console.
- Invite All button: Configure the visibility of the Invite All button, which lets users invite all the attendees in the search results, using the Show the Add All button in the Update Attendees modal setting in the admin console.
- HCP-HCO affiliation: Enable users to quickly find an HCP from a specific HCO. In the search results, if an HCO has any affiliated HCPs, the search result is indicated with a [affiliation] symbol. This function makes it easier to select an attendee who’s affiliated with an HCO. Configure this setting using the Show HCP-HCO affiliation for attendees field in the admin console.
- Search Before Create: Enable users to use the Search Before Create function before creating an account to add as an attendee. Configure this setting by selecting the Advanced Search using the Enable Advanced Search to find accounts to invite checkbox. Also, add the Enable Search Before Create Lightning App Builder component onto the Managed Events record page’s Related tab.
- To display fields of your choice in the Attendees related list on the Managed Event record page, create a field set in the Managed Event Participant object. Add the field set in the Related List-Life Sciences custom component for Attendees.
Create the Related List for Attendees
To enable users to quickly add attendees to a managed event, configure the attendee's related list settings on the Managed Event record page.
- From the App Launcher, find and select Managed Events.
- Select a record.
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From the top-right corner of the page, click
, and then select Edit Page.
- Go to the Attendees tab.
- In the searchbox, find and select the Related List-Life Sciences custom component.
- Move the component onto the Attendees tab.
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In the properties pane, add the following information for the Attendee section.
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In Object API Name, enter MngEventParticipant.
Represents the API name of the object to fetch the data for and display in the related list.
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In Field Set API Name, enter the API name of the custom field set you created for adding
attendees, such as, lsc4ce__Add_Attendee.
Represents the field set that defines which columns to display in the related list.
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In Label API Name, enter Attendees.
Represents the related list’s header.
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In Icon, enter the list header icon name, such as
standard:person_account.
To view the standard icon options, see Icon Library.
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In Action Handler API Name, enter
AccountAttendeesUpdateDeleteHandler.
Represents the component that handles row-level update, delete, and menu actions.
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In Where Clause, enter MngEventId = '{recordId}' AND ParticipantType =
'Attendee'
Represents the clause that filters the records to show.
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In New Action Handler API Name, enter AddAccountAttendee.
Represents the underlying component that’s used in the Update Attendees button.
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In Relationship Field API Name, enter MngEventId.
Represents the lookup field on the child object that points to the parent record, and is used by the system to add new records.
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In View All Component API Name, enter StandardViewAll.
Represents the underlying component that’s used for the View All action.
- Select Show record count.
- Save and activate your changes.
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In Object API Name, enter MngEventParticipant.
