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Work with policy rules

Create, select, edit, and deselect rules for policies using the Personalization Editor. When you refine a policy, the Policy Rule menu lists available actions, depending on whether a rule is specified for the policy and your access rights to work with rules. Your access to work with policy rules is controlled by the access rights for Business Rules (Personalization) that are specified for your role. From the Administration page, expand Access and click Resource Permissions > Select Resource Type > URL Mapping Contexts. For the Personalization resource, click Assign Access to view and edit the roles.

In the Personalization Editor, policy rules are called profilers and policy conditions are called profiles.

To work with policy rules...

  1. From the Policy Rule menu, click an action and use the Personalization Editor:

    • Create New Rule This choice is always available.

    • Select Rule This choice is always available.

    • Edit Rule This choice is available if a rule is associated with the policy.

    • Deselect Rule This choice is available if a rule is associated with the policy. Deselecting a rule detaches the rule from the policy. Conditions expressed in the rule for the child policies will be reset to None. If you deselect a rule, select a different rule or create a new rule that contains the conditions to associate with the child policies.

  2. After you work with the rule in the Personalization Editor, click OK to apply the rule action and return to the Resources Policies portlet.

Follow the procedures in the Help topics of the Personalization Editor for complete information about working with rules.


Parent topic:

Work with child policies


Related concepts


Policy rules