- 28 May 2024
- 1 Minute to read
- Print
- DarkLight
Initial Setup
- Updated on 28 May 2024
- 1 Minute to read
- Print
- DarkLight
If you need to launch the Event Wizard, please go to a specific Event record and click the Event Wizard button.
The Event Wizard was created to simply create and launch a professional registration presence for any Event with little time and effort.
Required Permissions
We recommend using the Blackthorn | Events (Admin) or the Blackthorn | Events (Organizer) permission set. If you cannot assign either of these permission sets to users, please make sure users have Create, Read, and Edit access to the following objects and all related fields in the objects.
- Event
- Event Settings
- Recurring Event
- Webinar Account
- Payment Gateway
- Forms
- Speaker
- Session Speaker
- Sessions
- Attendee
- ContentVersion(Files)
- Read access to the Blackthorn Event Wizard tab in Object settings
Read Access to the following:
- Contact
- Account
- Lead
- Reports
Apex Class Access to the following:
- EventWizardController
Ensure Email Deliverability is accessible for your users (for the "Give Feedback" button):
- In Lightning Experience: Setup | Administration | Email | Deliverability, verify access level is set to 'All emails'
- 'Respect SendEmail API' and 'SendEmail API.'
Additional Configuration
The Event Wizard can be launched from the App Launcher. If you want to make updates to an existing Event through the Event Wizard, please add the Wizard button to the Event page layout.
Duplicate Attendee records created via the Event Wizard cannot be blocked at the package level via the BT Event Attendee Duplicate Rule. To stop duplicate Attendee records from being created, users must perform one of the following tasks.
- To prevent duplicate Attendee records from being created, users can set One Unique Attendee Email Per Event = “True” on the Event Settings.
- Update the BT Event Attendee Duplicate Rule to block duplicate Attendee records from being created via the Event Wizard. This logic will ONLY be applied to the Event Wizard logic in your org.
If you are unable to make a new record and need to, please contact your administrator for additional permissions.