Example: Create a visibility rule to track the order history

In this example, create a visibility rule that uses your order history as the parameter used in the rule. A user would need to sign in to the site to view a summary of their order history and know the tracking number.

1. Click...
   Applications | Personalization | Business Rules | Personalization Navigator | New | Rule | Rule Type | Visibility Rule

   In this example, a parameter is set in an application and read in a Visibility rule. We can also use an Update rule to set the parameter for a Visibility rule to reference.

2. The numbered screen capture, along with the corresponding table, provides the values and selections used in this example.

   Use these example values and selections to guide you in creating a profiler rule that uses the device class attribute.

   

   Numbered item in screen capture	Description
   1	Type Show Order Tracking as the name for the rule.
   2	By Located in, use the default folder to store your rule for this example.
   3	For Rule Type, select Visibility Rule.
   4	Continue to use Show in this example to show a page or portlet based on the conditions we define in this rule.
   5	Click attribute > Shared Data > Order Number. Order Number must exist as a parameter to select this option. If Order Number does not exist, click attribute > Shared Data > Manage Properties to create this parameter. We must know the name of the parameter that the portlet or preprocessor is using to set the value for parameters in Manage Properties.
   6	In this example, continue to use is as the comparison operator.
   7	In this example, Order Tracking is the parameter that is read by portlets on the site during the session and is used to display targeted content. Click value * to enter 248761 as the value for the condition. Click Submit. In this example, 248761 is your order number for a recent purchase.
   8	In this example, we are not setting up another condition.

3. Click Save.

You successfully created the visibility rule. We can add the rule to a page or portlet from the Manage Pages area of the site.

Visibility rules do not hide pages or portlets for anonymous users.

1. To open the Manage Pages portlet, click the Administration menu icon. Then, click Portal User Interface > Manage Pages.

2. Click Content Root.

3. Go to the page to use the rule. For example, we might have a page that is named Orders in the Home area of the site. To locate the Orders page, click Home > Orders

4. After you locate the Travel page, follow the instructions for adding the rule to a page or for adding your rule to a specific portlet.

   Option	Description
   Instructions for adding the rule to a page	Click Edit Page Properties. Expand Advanced options. Click the arrow by Show or Hide page rule, and click Select Rule. Select the check box by a rule to add to the page. Click OK. Click Done
   Instructions for adding the rule to a portlet	Click Edit Page Layout. Make sure that Show portlet rule mapping is enabled. When this option is enabled, we see a Hide Portlet Rule Mappings link. Click the arrow by No rule mapped for a portlet on this page, and click Select Rule. Select the check box by a rule to add to the portlet. Click OK. Click Done.

Parent topic: Shared Data application object