Setting Up Process Buttons for ON24

We’d recommend that you configure a new Form Layout specifically for the Event Type of “Webcast” by using Form Layout Rules as shown:

In addition, add another rule based on the Status of the Event record and thus introduce three Forms for managing Webinars. We’d recommend applying an extra Form Layout Rule as detailed below so that users can only carry out actions appropriate to the current status of the Event:

• For new Events i.e. use for Events that are yet to be scheduled or synchronised with ON24 and show the “Create Webinar” button. The rule to apply, would be Status = Planned
• For Events that have been previously scheduled/synced with ON24. The rule to apply, would be Status = Active
• For Events that have been cancelled, or completed and should not show any Process Buttons at all. The rule to apply, would be Status = Cancelled, Complete.

After a Form Layout has been configured, create a Process Button on the chosen Event Form Layout under the Automation tab with the following settings:

• Button Text: Set as required e.g. “Create Webcast”
• Script Location: Script Library
• Script: ON24 Integration 
• Enable: True
• Run As: Current User (this ensure that Audit records show the correct user when this button is used)
• Position: First, or positioned appropriately if you have other Process Buttons configured
• Show Confirmation Message: True

Click Save to reveal the Parameter Values tab. On this tab, set the “mode” parameter. The parameter can only have one value at this time which is “create”. This mode is used to sync an Event record to ON24 for the first time to schedule the webcast and start to accept registrations.

Once the Parameter Values are configured, click Save & Close on all screens. All other Parameters can be left blank for this process.