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            Event Subject Assignment

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            Event Subject Assignment

            Link topics and products to managed events to drive expert eligibility checks, enforce subject compliance, and automatically generate the associated Managed Event Products records.

            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.

            Configure a Quick Action Button to Assign Subjects

            Simplify subject assignment to and removal from an event by overriding the standard New quick action button in the Subject Assignment object. The button adds the ModifySubjectAssignment Lightning component to the subject assignment modal.

            Required Editions

            User Permissions Needed
            To configure a quick action button: Life Science Commercial Admin permission set
            1. From the object management settings for Subject Assignment, go to Buttons, Links, and Actions.
            2. ClickDropdown next to the New button, and then select Edit.
            3. In the Override Properties section, make the following changes.
            4. In Lightning Experience Override, select Lightning component, and then select lsc4ce:ModifySubjectAssignment.
            5. Save your changes.

            Subject Assignment Field Sets

            Configure field sets to streamline and refine subject search.

            Subject assignment uses the following two field sets:

            • A field set to configure the fields that are displayed in the columns of search results.This field set is configured in the Subject Display Field Set field in the profile-level admin console settings for Event Management.
            • A field set to configure the fields that with which you filter the search results.This field set is configured in the Subject Search Field Set field in the profile-level admin console settings for Event Management.

            Create the two field sets in the Subject object. Make sure you add fields that have no lookup relationships. Go through the list of supported data types that you can include in the field sets.

            For display purposes:

            • String
            • Picklist
            • Date or DateTime
            • Currency
            • Number
            • Boolean
            • Email
            • Phone
            • URL
            • Percent
            • TextArea

            For search purposes:

            • String
            • Picklist
            • Phone
            • Email
            • URL

            For filter purposes:

            • String
            • Picklist
            • Date or DateTime
            • Currency
            • Number
            • Boolean

            Change Subject Deletion Rules in the Event Workflow Path

            Restrict users from removing subjects assigned to an event.

            Required Editions

            User Permissions Needed
            To edit the stage operation actions: Life Science Commercial Admin permission set
            1. From the App Launcher, find and select Admin Console.
            2. Select the Workflow Configuration tile.
            3. In the left navigation pane, select Workflow Path.
            4. Select Managed Event Workflow.
              The Managed Event Workflow path opens.
            5. In the Draft stage, next to Draft Managed Event Default Operation, click Edit.
            6. In the Edit Stage Operation window, deselect the Delete checkbox.
            7. Save your changes.

            Subject Assignment Admin Console Configurations

            Get to know all the admin console profile-level settings that control expert eligibility and subject compliance in Event Management. Also, learn more about how subject compliance works.

            Field Name  
            Check eligibility for subject presentation This setting ensures that only those experts who have undergone due training can present on the assigned subject at an event. When this setting is enabled, it prevents the addition of subjects on which the expert speaker isn’t trained to present.
            Attendance History Subject Conflict Check in Days The number of days system must check in the participant’s attendance history to confirm that the participant hasn’t already attended an event with the same subject.
            Attendance Statuses for Subject Compliance The status value of a participant’s attendance of a past event that qualifies them for the subject compliance check.
            Participant Subject Compliance Check Actions The action to be taken if a colleague, expert, attendee, or non-profiled participant fails subject compliance validation on account of attending an event on the same subject in the recent past. The actions you can configure are Block, Warn, and None.
            Write-In Participant Subject Compliance Check Actions The action to be taken if a write-in participant fails subject compliance validation on account of attending an event on the same subject in the recent past. The actions you can configure are Block, Warn, and None.
            Subject Compliance External ID List The API name of text field on the Subject record where you add the list of external IDs of compliance subjects.

            How Subject Compliance Works

            • Subject compliance prevents changing the event’s start time if an attendee has attended an event with the same subject in the new proposed time frame. If you select Block, the system rejects the date change. If you select warn, the date change is accepted but with a warning, and a participant discrepancy reason is created. This compliance check is skipped if the Attendance History Subject Conflict Check in Days and the Attendance Statuses for Subject Compliance fields are empty.
            • If an event is associated with a restricted subject product, the system will throw an error when you try to add a healthcare provider associated with the restricted product as a participant. If the start date of the managed event has already passed, the system allows you to add the participant with a warning. It will create Managed Event Participant Discrepancy record with a discrepancy reason, such as, Managed Event contains restricted product. If the managed event start date is in the future, the system prevents you from adding the participant.

            Create Subject Records

            Define subjects or topics that managed events are associated with.

            Required Editions

            User Permissions Needed
            To create Subject recrods: Event Management permission set
            1. From the App Launcher, find and select Subjects.
            2. Click New.
            3. Enter a name for the subject.
            4. In Usage Type, select Managed Event.
              Only the Subject records that have usage type as Managed Event can be assigned to an event.
            5. For Compliance Type, select Speaker Bureau.
            6. Select Active.
            7. Save your changes.

            See Also

             
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