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Knowledge Base / Administrators – Essential Workshops / Steps – Setting up an Editing Project

Section 4: Assign 'Content Rules' to content groups and specific items

Created on 09th October 2017 at 12:25 by Jamie O'Connell



This section shows you how to assign 'Content Rules' to content groups and specific items.

The following content is an excerpt of our workshop. To see this lesson in context, please refer to "Workshop 1: How to create an Edit Job Project and work with 'Edit' Content Groups (Steps 10;17)".

NOTE:
A detailed description of any window used here can be found in the 'User Interface Description' sections.

Let's get started!

Add 'Content Rules' to your 'New Content Group' window

To assign content rules to your new content group, click 'Settings > Content Rules (Policies)'. This opens the 'Content Rules (Policies)' window. You need to keep the 'New Content Group' window open when assigning content rules to your newly created content group.

  1. Use pre-created rules: You can now choose from any rule sets that you have previously defined*. Drag and drop the rules you need into the 'Edit Content Rules' area and/or the 'Review Content Rules' area.
  2. 'Edit Content Rules': Rules that are put into the 'Edit Content Rules' area apply to the very first workflow step (the 'Edit' step).
  3. 'Review Content Rules': Rules that are put into the 'Review Content Rules' area apply to ANY AND ALL of the following workflow steps (the 'Review' steps).
  4. Click 'Save': After assigning the appropriate rules to their areas, click 'Save'. Your 'New Content Group' tab will now appear to the right of the 'Unassigned Items' tab. It will be marked, in the corner, with your chosen content group color.

NOTE:
The huge advantage of applying content rules to a content group is that you do not need to apply these rules to each image or text segment seperately. Rules that have been defined for a content group are applied to all of the content within that group.

Example for 1io Recipe Inc.:
We have already defined rule sets for our 1io Recipe Inc. company*. We now want to assign rules to our newly created edit_text content group. (1) In our case, we have defined rules for text editing and will, therefore, apply these to our edit_text content group. We drag them into both the 'Edit Content Rules' area (2) and the 'Review Content Rules' area (3).

* For details about content rules, please refer to the content rules lessons within the 'Further Tutorials for one2edit™ Administrators' section.

Special Rules for selected items

Sometimes, it might be useful to assign further rules to specific content items in a document, in order to improve the subsequent workflow efficiency.

  1. Select Item: Select the content item to which you want to assign further rules. After selecting it, the panels on the right hand side will become available (3).
  2. Click 'Settings > Content Rules (Policies)': Open the 'Content Rules' window (where you can access your rule sets) by clicking on 'Settings > Content Rules (Policies)'.
  3. Open 'Content Rules (Policies)' Panel: Click the 'Content Rules (Policies)' panel icon to open it.
  4. Drag and Drop Rule Sets: Drag and drop any rules you want to apply to that specific content item into the 'Edit Content Rules' and/or the 'Review Content Rules' areas.

NOTE:
Assigning further rules means that these rules will be added to any existing rules for the content group. These rules do not override those of the content group. Therefore, it is not possible to remove rules from a single item if those rules have already been assigned to the content group containing that item. For this reason, it is advisable to assign basic/general rules to the content group, while managing more specific permissions on selected items.

Example for 1io Recipe Inc.:
We have applied the 'allow all_Text' rule set to our translation content group (see previous steps). We had defined this set of rules so that the right to change the size of text or the typeface were not allowed. However, for some segments it would be useful to be able to change the size and typeface. Therefore, we need to choose the relevant segment(s)
(1) and open 'Settings > Content Rules' (2). We can then open the 'Content Rules (Policies)' panel (3) for this text segment and drop in these more permissive rules (4).




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