Zephr Classic User Guide

Using the Zephr Rule Builder

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The Zephr Rule Builder allows you to create custom access decisions on the fly, without the need for code releases.

This guide gives you a high level run down of the different features that make up the Rules Builder for both Feature and Request rules. Take a look at the Feature Rules and Request Rules pages for in depth information on each option.

Zephr Rules Canvas

When creating a new Rule, you will first note the Rule Canvas. The Canvas is the area in which you build your rules. It contains a starting point Page View function and leave the remaining space to build your dynamic rule.

 

 

 

 

 

 

 

 

 

 

At any time, clicking the Clear Canvas button will return it to a blank state, whilst clicking Undo reverts your latest change.

Rule Builder Palette

To the left of your Canvas, you will see the Rule Builder Palette. This works as an accordion menu, where clicking each option expands the menu to reveal the different options available for your rule.

In most instances, diamond shaped options from the palette refer to decision points – a place where Zephr will make a yes or no decision based upon the option you have chosen. Rectangular options within the palette can refer to Transformations, outcomes, or actions, depending on the option chosen.

When creating or viewing a Rule, think of it as a decision tree or flow diagram, where Decision Points split your Rule into different branches based upon the outcome of the decision.

Using the Rules Builder

To create a Rule, click and drag the relevant options from the Rule Bulder Palette onto your Rule Canvas. You’ll see the function colour will change to orange while selected.

Place the function onto your preferred canvas location. The function will Snap to Grid to retain layout consistency. Once placed onto the canvas, the colour of the function will return to its original blue and the connector points will appear.

 

Once the function is on your Canvas, you’ll note that connectors appear on it. These connectors link your Rule into the decision flow. Click on any available Connector and drag to connect to your preferred function. Whilst doing this, the connector will change to orange in colour and the nearest available function will change to an orange dashed outline.

Once connected, the connected line will change to a blue colour and display an arrow to highlight the direction of the workflow.

From here, keep building your Rule by dragging and dropping different options and functions onto your canvas, and connecting them to form the logic you require from your rule.

In this example, if a User is Not Logged in you can insert your Form Basic Registration, created previously. The image below is displaying: If a user is logged in, then they will experience no change (transformation) to the base content coming from your CMS, and will proceed to their desired page/article.

 

Once you’re happy with your rule, click the Add button below your Canvas. You will be redirected to a page showing the different versions of your rule. Click Publish next to the version you just created, and your rule will go live.