Edit a Ruleset

You can edit a ruleset from 2 locations: the Web page or the Workarea. To edit a ruleset from the Web page, navigate to a Business Rule on a Web page while logged in. Then, right click the Business Rule icon and click Edit.

To edit from the Workarea:

1. Navigate to Settings > Business Rules. The Business Ruleset screen appears.
2. Click the ruleset name.
3. Click Action > Edit Ruleset. The Edit Ruleset screen appears.
4. From this screen, you can make a rule inactive (Selecting a Rule), remove a rule from the ruleset (Remove a Rule From a Ruleset), or change the order in which rules are applied (Change the Order of Rules in the Ruleset).

Remove a Rule From a Ruleset

1. Navigate to the Edit Ruleset screen, as explained in Edit a Ruleset.
2. Highlight the rule you want to remove.

   IMPORTANT: The rule must be inactive (check box deselected) for you to remove the rule. If the check box is not empty, the rule will only appear as though it has been removed.

3. Click Remove Rule (). A window indicates that the rule will be removed from this ruleset only.
4. Click OK. The rule is removed from the Edit Ruleset screen.
5. Click Save Ruleset.

Change the Order of Rules in the Ruleset

The order of rules in a Ruleset affects their application when a site visitor views a page. For example, you want to display a welcome message before a content item. To accomplish this, move the rule for the welcome message above the rule for a content item.

1. Navigate to the Edit Ruleset screen, as explained in Edit a Ruleset.
2. Highlight the rule you want to reorder.
3. Click the up and down arrow buttons to move the rule within the list.
4. Click Save Ruleset.

Delete a Ruleset

When you delete a Ruleset, it is removed from the system permanently. However, rules in a Ruleset are not deleted because they can be used in multiple Rulesets.

1. Navigate to Settings > Business Rules. The Business Rulesets screen appears.
2. Click the ruleset name.
3. Click Action > Delete Ruleset. A dialog asks you to confirm the deletion.
4. Click OK.

Add a New Rule to a Ruleset

1. Navigate to Settings > Business Rules. The Business Rulesets screen appears.
2. Click the Business Ruleset for which you want to create a new rule.
3. Click New > Add New. The Rules Wizard launches and helps you define a rule.
   

   

4. Wizard Step 1 prompts you to create conditions for the rule and decide whether a site visitor needs to match Any or All conditions. Click the param and value links to open a dialog to enter information.
   

   

5. Place a check next to any condition you want to use. Use the following list to help you complete the param and value fields.
   —Parameter fields—

   • Cookie param equals value—Use a cookie for this condition.
     • param—enter Name in this field.
     • value—enter the name of the cookie in this field.

     Does the site visitor's system have an Ektron cookie?

     Usage: Cookie param “Name” equals value “Ektron”

   • Form param equals value—Use a form elements field name and match the value entered into the element.
     • param—enter a form’s element Field Name from a form.
     • value—enter the value you want the form element to match.

     A form has a Choices Field element with the Field Name “Favorite_Food” and choices of Pizza, Steak and Chicken. When a site visitor chooses Pizza and clicks submit, your rule launches a Pizza company’s website.

     Usage: Form param “Favorite_Food” equals value “Pizza”

   • QueryString param equals value—Use the QueryString for this condition
     • param—the name of the QueryString. For example, ID.
     • value—the value associated with the parameter. For example, 18.

     Is content with the ID of 18 being displayed?

     Usage: QueryString param “ID” equals value “18”

   • Server Variable param equals value—Use server variables from the site visitor.
     • param—enter the name of a server variable. For example, HTTPS.
     • value—the value associated with the parameter. For example, On.

     Is the site visitor’s browser using SSL?

     Usage: Server Variable param “HTTPS” equals value “On”

   • Custom param equals value—Use custom parameters from the user. User parameters are defined in the code-behind of a Web page.
     • param—enter the name of a custom parameter. For example, AcctBlnc
     • value—the value associated with the parameter. For example, 1000

     Is the user's account balance $1000?

     Usage: Custom param “AcctBlnc” equals value “1000”

6. Click Next. Wizard Step 2 prompts you select an action to take if conditions are true. Check the boxes for the actions to take. Click the blue links to add the appropriate information.
   

   

   • Display Calendar ID—Enter an Ektron Calendar ID.
   • Display a Message—Enter a message to be displayed.
   • Open URL—Enter a URL. This opens a new window with the URL.
   • Popup A Message—Enter a message that appears in a popup dialog box.
   • Redirect to a URL—Enter a URL to redirect a the site visitor’s browser.
   • Set Cookie to Value—Creates a cookie on the site visitor’s system. Enter Name for Cookie and the name of the cookie for Value.
   • Display Content Block ID—Enter an Ektron content block’s ID.
7. Click Next. Wizard Step 3 lets you select actions to take when conditions are false. This works the same as Wizard Step 2.
8. Click Next. Step 4 of the Wizard asks you to enter a name for the rule in the text box.
9. Click Done. The View Ruleset screen appears. Your rule appears in the Ruleset box.
   

   

Add an Existing Rule to a Ruleset

You can add a rule to multiple Rulesets. To do so:

1. Navigate to Settings > Business Rules. The Business Rulesets screen appears.
2. Click a Business Ruleset to which you want to add a rule.
3. Choose New > Add Existing. The Add an Existing Ruleset screen appears.
4. Check one or more rules to add to the Ruleset.
5. Click Save Ruleset.

Edit a Rule in a Ruleset

1. Navigate to Settings > Business Rules. The Business Rulesets screen appears.
2. Click on the Ruleset that contains the rule to be changed. The View Ruleset screen appears.
3. Click on the name of the rule to be changed. The rule is highlighted.
4. Choose Action > Edit Rule. The Rules Wizard appears with the rule loaded.
5. Edit as necessary. The Rules Wizard is explained in Add a New Rule to a Ruleset .