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Write-In Participant
Help users capture attendance of write-in participants who join the event in an ad hoc manner. Event Management helps users convert write-ins to attendees or non-profiled attendees based on the linked record type and reconciliation status.
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 write-in attendees: | Life Sciences Commercial Admin permission set |
A write-in can already have a record in Salesforce (as an account), or can be a party profile, which represents an intermediate, non-profiled record that isn’t profiled as a standard account or contact yet. In either case, when the user adds the write-in as a participant, the system checks for the following things:
- The associated record (account versus party profile)
- The reconciliation outcome set by the user (completed profiled versus completed non-profiled)
If the write-in is linked to an Account record, and the user sets the Participant Party Reconciliation Status to Completed Profiled, the WriteInToAttendeeHandler trigger handler converts the participant’s ParticipantType from Write-In Attendee to Attendee.
If the write-in is non-profiled and is linked to a Party Profile record, and the user sets the Participant Party Reconciliation Status to Completed Non-Profiled, the WriteInToAttendeeHandler trigger handler converts the participant’s ParticipantType from Write-In Attendee to Non-Profiled Attendee.
The system doesn’t convert the write-in in the following cases.
- A write-in linked to an account and the related Managed Event Participant record has a Participant Party Reconciliation Status of Completed Non-Profiled.
- A write-in linked to a party profile and the related Managed Event Participant record has a Participant Party Reconciliation Status of Completed Profiled.
- A write-in linked to any other object, such as User.
- A write-in whose related Managed Event Participant record has a Participant Party Reconciliation Status of Pending Reconciliation.
Prerequisites for Write-In Participants
Configure the following Admin Console settings.
| Write-In Participant Subject Compliance Check Actions | Configure the action to be taken if a write-in participant’s subject compliance fails validation. The values you can specify are Block, Warn, and None. |
| Write-In Participant Restricted Product Check Actions | Specify the action to be taken if a write-in participant is associated with products that are restricted for the event. The values you can select are Block, Warn, and None. If you don’t select an option, the system uses the default Warn option. |
Make sure the following handlers are active.
- WriteInToAttendeeHandler
- WriteInToColleagueHandler2
- WriteInToExpertHandler
Create the Related List for Write-Ins
To enable users to quickly add ad hoc participants to a managed event, configure the write-in’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.
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In the properties pane, add the following information for the Write-In 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 write-ins, such as, lsc4ce__Add_Write_In.
- In Label API Name, enter Write-In Attendees.
-
Add an icon, such as standard:service_resource.
To view the standard icon options, see Icon Library.
- In Action Handler API Name, enter WriteInsUpdateDeleteHandler.
- In Where Clause, enter MngEventId='{recordId}' AND EventMgmtParticipantType.StandardType='WriteInAttendee'.
- In New Action Handler API Name, enter AddMngEventWriteIn.
- 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.
