Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

The Action Details page is displayed. You can choose to 'Always Route', which routes this content to users of all types, or you can add criteria in order to narrow the pool of users who will be able to see the newly added content.  You are able to add multiple criteria, with simple or complex logic, based on values of attributes and other process variables that  you have defined.  In this example, you want only users who are in the Services company and who are located in California or New York to see the new content.

Select Route if criteria is met.

Criteria Selection

Image Added

 

 

Click the Process Variable lookup icon.

Manage Revision

 Image Modified

 

 

Select the Company Attribute ID.

Manage Revision

 Image Modified

 

 

Select the Operator.

Manage Revision

 Image Modified

 

 

Click the Value/Process Variable lookup icon.

Manage Revision

 Image Modified

 
Manage Revision

 Image Modified

 

 

Select the Services company.

Manage Revision

 Image Modified

 

 

Click Add to add another criteria row.

Manage Revision

 Image Modified

 

 

Select the logical operator for this criteria.  In this example, select And.  Click the lookup icon for Process Variable.

Manage Revision

 Image Modified

 

 

Select Location Attribute ID from the list.

Manage Revision

 Image Added

 

 

Select In for the Operator, then click List of Values.

Manage Revision

 Image Modified

 

 

Click Add Attribute(s).

Manage Revision

 Image Modified

 
Manage Revision

 

 

 

 

Manage Revision

 

 
Manage Revision

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

To apply these newly added changes, make sure to select Save at the bottom of the page. This action will bring you back to the Revision Configuration page where you can continue to change your configuration or apply the revision if you are done.

...