Setting Up Content Segmentation

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11 comments

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    Eric Hundley

    Hi Thomas,

    This looks very straightorward but it doesn't address one critical issue - how are entity records mapped to a segment?

    Thanks!

     

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    Thomas Sjöberg

    Hi Eric, 

    When you first activate Content Segmentation all entities will be assigned to a "Default" segment. You can change the name of this segment and also create other segments with other names. Then you can change segment on entities if you have the ChangeEntitySegment permission on your role. You can change segment through editing a single entity, mass update segment, use the Data Import or the APIs. I will do a separate article around this and include a video.

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    Claus Konrad

    Thank you. That for sure is the missing key to the puzzle.

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    Claus Konrad

    Thomas - when is this video coming? I fully agree with Eric that that is the missing key...

    Even my Role holds the ChangeEntitySegment permisison, I see nowhere in the UI on a Product where I can assign the product to a segment. What am I missing...?

     

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    Thomas Sjöberg

    There is a general issue when you change the permissions on a role, it takes some time before it is applied. You can force this by removing the role and save the user with another role and then change back again.

    You can see the video of how to update the segment on entities in this article: https://servicecenter.inriver.com/hc/en-us/articles/360022171654-How-to-Divide-Your-Content-into-Different-Segments

    It doesn't cover API operations but a number of things you can do in Enrich

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    Niklas Lagesson

    Would be very nice to have the transcript for the video on the side. That way it's a lot easier to find a specific thing mentioned in the video.

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    Jonathan Lipkin

    Is it possible to set segments on resources as well?
    We have users that should not have access to resources until they have reached a certain stage in the process.

    Or is there an other way to not show resources until, lets say, a field goes from false to true?

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    Thomas Sjöberg

    Hi Jonathan Lipkin, Yes you can set segment on any entity including Resources /Thomas

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    Jonathan Lipkin

    Just to clarify.
    It is possible to have users devided in 2 segements. 

    Admins:
    Access to all product,item & resouce entities, all viewable and editable.

    Users:
    Access to all product, item & resource entities, but can only view resources were a field is set to "true" on the resource?

    Thank you in advance   
    Jonathan Lipkin

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    Thomas Sjöberg

    Hi Jonathan,

    Segments have nothing to do with fields out-of-the-box.

    This could be a setup: 
    Product and Items and 1/2 of the resources is in Segment 1
    1/2 of the resources is in Segment 2
    Admin can see both Segment 1 & 2
    User can only see Segment 1

    You could programmatically have an extension that looks at a field and then change segment on a resource through the API.

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    Jonathan Lipkin

    Thank you Thomas for quick answer.
    All clear.

    Jonathan

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