Manage Site Navigation | Custom Rules

#Enterprise Create and manage custom or CxRules for Site Navigation features.

Updated over a week ago

Site Navigation features are set to follow a default rule depending on the tool. These default rules can be found under Navigation Bar > Site Administration > Manage Site Navigation.

Custom rules can be configured in order to accommodate your enterprise's desire for staff utilization. Below, we will explore the possibilities for this configuration by utilizing custom rules or CxRules.

Create Rules

Click the green Manage Rules text, then click the Add New Rule button.

When creating a new rule, you will need to name the rule, as well as give the rule a type. The following types are available:

  1. Roles: Limit the rule to be available only to specific user roles.

  2. Programs: Limit the rule to be available only in specific programs within your Site

  3. Program Groups: If you utilize Program Groups within your site, you can simply select the Program Group which to scope the rule.

  4. Sites: Only the sites that are assigned to the rule will have access to the feature that the rule is applied to.

Upon selecting "Go", you will be prompted to then select the Roles, Programs, or Program groups (depending on your previous selection of type) which to allow visibility to whatever navigation tool is assigned this rule. The options on the left display the available roles, programs, or program groups, and the right side displays which are assigned to this rule.

Selecting "Go" will then create your rule. You can set additional Rules to stack, such as limiting Roles that can access the tool assigned to this rule as as well was the programs where this tool will be available. Otherwise, your rule will be ready to go.

Assigning a Custom Rule

Back on the Site Navigation page, you can select the radio button option to "Show using CxRules" to assign a rule to a tool.

Alternatively, you can choose a rule to apply to ALL tools by selecting a rule in the drop-down below "Set status for all CxRules"

Following this, your tool should now be set to follow the rule you've assigned!

Managing a Custom Rule

Click the green Manage Rules text, then expand the "Select Existing Visibility Rule:" drop-down to select the rule you'd like to manage.

Here you may delete the current rule, choose to make the rule available in all sites or just the current site you're located in, or add new items to the rule.

If there is only one item in the rule and you click Delete in the Action column, the entire rule will be deleted and all Site Navigation features it's assigned to will go back to their default rules. To edit the existing item in a rule, it's recommended to add a new item first, delete and remake the previous item, then delete the added rule.

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