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Colleague Participant
Simplify colleague participant implementation by setting up configurations and related lists that streamline the colleague search. You can only add colleagues who are managed event participants where the participant is a user.
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 colleagues: | Life Science Commercial Admin permission set AND Event Management permission set |
In the Update Colleagues window, Event Management searches for colleagues to add to an event in the following ways.
- Search filters: Enable users to filter the colleague search by specific fields by creating a field set and configuring the same in the Update Colleagues 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 Colleagues Display Field Set in the admin console.
- Preferred Country filter: The Update Colleagues window uses system-generated
filters to only display colleagues whose preferred country matches the current user’s
preferred country. This filter works only if the following conditions are met:
- Advanced Search is enabled.
- Preferred country picklist values are set up in User Additional Info’s Preferred Country field.
- To display fields of your choice in the Colleagues 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 Colleagues.
- In the admin console, select the list of restricted participant roles that a managed event colleague can’t be assigned to in Managed Event Colleague Restricted Roles.
Create the Related List for Colleagues
To enable users to quickly add colleagues to a managed event, configure the colleague's related list settings on the Managed Event record page.
- From the App Launcher, find and select Managed Events.
- Select a record.
-
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.
-
In the properties pane, add the following information for the Colleague section.
- In Object API Name, enter MngEventParticipant.
- In Field Set API Name, enter the API name of the custom field set you created for adding experts, such as, lsc4ce__Add_Colleagues.
-
In Label API Name, enter Colleagues.
Represents the related list’s header.
-
Add an icon, such as, standard:partners.
To view the standard icon options, see Icon Library.
- In Action Handler API Name, enter UpdateDeleteMngEventColleagues.
- In New Action Handler API Name, enter ModifyMngEventColleagueList.
- In Where Clause, enter MngEventParticipant.MngEventId='{recordId}' AND EventMgmtParticipantType.StandardType='Colleague' AND Participant.type='User'.
- In Relationship Field API Name, enter MngEvent.MngEventParticipantId.
- In View All Component API Name, enter StandardViewAll.
- Select Show record count.
- Save and activate your changes.
Configure Users to be Added as Colleagues
To help sales reps quickly find and add colleagues to an event, first create User Additional Info records. When the sales rep adds a colleague to an event, the system creates a Managed Event Participant record in which the user is added as the participant.
- From the App Launcher, find and select User Additional Info.
- Click New.
- In User, select an existing user in your org.
-
Select a preferred country.
If Advanced Search is enabled, system-generated filters in the Update Colleagues window show colleagues who have the same preferred country as the user.
- Save your changes.
