16 Profile Rules
This chapter explains how to define profile rules.
This chapter contains the following topics.
Rule Definition
You can define sets of profile field rules to associate with the profile tag fields available in the Edit Subscriber and Edit Product Type screens. The rules will be evaluated when you open either the Edit Subscriber or the Edit Product Type screen, and applied immediately prior to saving them.
Profile field rules are:
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Defined on the Subscriber Config and Product Type Config tabs
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Associated with specific profile tag fields that have been configured to appear in either the Edit Subscriber or Edit Product Type screen
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Used in the screens to control the data entered into the profile tag fields. Only data that conforms to the rules will be accepted.
Topics:
Profile rule fields
This table describes the function of each field.
| Field | Description |
|---|---|
| Rule Name | The name of the rule. |
| SPM Component |
The SPM component that this rule applies to. This will be a profile tag field included in the currently selected group of fields. The following types of profile tag field are supported:
|
| Comparator |
The type of compare operation to perform. Valid values are:
|
| Use Profile fields | Profile fields apply to rules that have been configured to compare the SPM Component against a profile field value or range of values. These fields can be configured when the Use Profile Fields option is selected. |
| Profile Field | The profile field containing the value to compare against. If the Range comparator is being used, then this will be the minimum value allowed. |
| Profile Field Max | If the Range comparator is being used, then this profile field contains the maximum value allowed in the range. Otherwise, this field will be disabled. |
| Compare Profile Block |
Identifies the profile block containing the profile fields to use in the compare operation. Valid values are:
|
| Allow when profile field value unavailable | When set, the rule will be passed even if the specified profile field data is not available. |
| Use Fixed Value - Integer fields |
Integer fields apply to rules that have been configured to compare the SPM Component against a fixed value or range of fixed values. These fields can be configured when:
|
| Integer Value | The numeric value to compare against. If the Range comparator is being used, then this sets the minimum value allowed in the range. |
| Integer Value Max | If the Range comparator is being used, then this sets the maximum value allowed in the range. Otherwise this field is disabled. |
| Use Fixed Value - Date fields |
Date fields apply to rules that have been configured to compare the SPM Component against a specific date or range of dates. These fields can be configured when:
|
| Date Value |
The date to compare against. If the Range comparator is being used, then this sets the start date for the range. Dates may be entered using the following formats:
|
| Date Value Max | If the Range comparator is being used, then this sets the end date for the range. Otherwise this field is disabled. |
| Use Date And Time |
Allows you to set an exact time for the specified date.
|
| Use Run-Time Date |
When set, the SPM Component will be compared against the current system time at run-time. Note: Setting this option disables the Compare Against fields. |
Adding a new rule
Follow these steps to add a new profile rule definition for a Subscriber or Product Type group.
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Select either the Subscriber Config tab, or the Product Type Config tab, as required.
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In the Config tree, select the group you want to add the new rule definition to.
Result: In the bottom part of the screen you see a grid listing the rules that are currently defined for the group.
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Click New Rule.
Result: You see the New Profile Rule for Group - <group> screen.
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Configure this record by entering data in the fields on this screen.
For more information about the fields on this screen, see Profile rule fields.
Note: The fields available in the Compare Against area will depend on the field type of the SPM Component and which of the following options you selected:
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Use Fixed Value
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Use Profile Fields, or
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Use Run-Time Date
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If you selected the Use Profile Fields option and you want the rule to be passed even if the selected profile fields are not available, then tick the Allow when profile field value unavailable check box.
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Click Save.
Related topic
Editing a rule
Follow these steps to edit a profile rule definition for a Subscriber or Product Type group.
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Select either the Subscriber Config tab, or the Product Type Config tab, as required.
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In the Config tree, select the group where the profile rule to edit is defined.
Result: In the bottom part of the screen you see a grid listing the rules that are currently defined for the group.
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Select the rule to edit in the grid, and click Edit Rule.
Result: You see the Editing Profile Rule for Group - Group screen.
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Edit the fields on this screen to reflect the changes you need to make.
For more information about the fields on this screen, see Profile rule fields.
Note: The fields available in the Compare Against area depend on the field type of the SPM Component and which of the following options have been selected:
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Use Fixed Value
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Use Profile Fields
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Use Run-Time Date
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If you selected Use Profile Fields, to ensure the rule is passed even when the selected profile field is not available, select the Allow when profile field value unavailable check box.
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Click Save.
Related topic
Deleting a rule
Follow these steps to delete a profile rule.
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Select the Subscriber Config tab or the Product Type Config tab as required.
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Select the group in the config tree where the rule to delete is defined.
Result: In the bottom part of the screen you see the rules currently defined for the group listed in the grid.
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On the grid, select the rule you want to delete.
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Click Delete Rule.
Result: You see the Delete Confirmation prompt.
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Click OK.