Customizing the Personalization Rules

Question

How can I change the "where the site name compares to value" personalization rule so that "value" is a list of Sites driven by my configuration?

I have a website in multiple languages with multiple hostnames. Each hostname corresponds to a different country and different site definition within my configuration (but each site points to the same place in the content tree). I have named my sites after countries, so:

• mysite.com resolves to the "United States" site
• mysite.co.uk resolves to the "Great Britain" site
• mysite.ca resolves to the "Canada" site

What I am looking for is a way to change the "where the current web site name compares to value" to allow for a Dropdown List of "United States", "Great Britain", and "Canada" rather than a raw text field.

Answer 1

1. Copy the /sitecore/system/Settings/Rules/Definitions/Elements/System/Web Site Name
2. Put where the current web site name [operatorid,StringOperator,,compares to] [Value,Tree,root=/sitecore/system/Settings/Rules/Definitions/Elements/System/Copy of Web Site Name/Sites, value] into the Text field of /sitecore/system/Settings/Rules/Definitions/Elements/System/Web Site Name

3. Implement your custom condition which can resolve the item by ID because by default WebSiteNameCondition expects your site name as a string

   using Sitecore;
   using Sitecore.Diagnostics;
   using Sitecore.Rules;
   using Sitecore.Sites;
   
   namespace MyProject.SiteConditions
   {
       public class WebSiteNameCondition<T> : Sitecore.Rules.Conditions.SiteConditions.WebSiteNameCondition<T> where T : RuleContext
       {
           protected override bool Execute(T ruleContext)
           {
               Assert.ArgumentNotNull(ruleContext, "ruleContext");
               if (string.IsNullOrEmpty(base.Value))
               {
                   return false;
               }
   
               var siteItem = Context.Database.GetItem(base.Value);
               if (siteItem == null)
               {
                   return false;
               }
   
               var siteName = siteItem["YourSiteField"];
   
               SiteContext site = Context.Site;
               if (site == null)
               {
                   return false;
               }
               else
               {
                   return this.Compare(site.Name, siteName);
               }
           }
       }
   }
   

4. Put your implementation path to the Type field, in this case it is MyProject.SiteConditions.WebSiteNameCondition,MyProject

Result

You can select your website as an item in Rule Set Editor when you are using this newly created rule:

I suggest you to also read the following article to understand what are these 4 parameters for - https://community.sitecore.net/technical_blogs/b/sitecore_what39s_new/posts/creating-custom-conditions-part-1

Answer 2

I would not change the existing condition. Instead I would implement a custom condition that functions as you'd like. The following blog post explains in detail how to create a custom condition.

https://www.sundoginteractive.com/blog/how-to-customize-personalization-rules-in-sitecore-8

The condition you are going to copy is located here:

/sitecore/system/Settings/Rules/Definitions/Elements/Visit/Site Name

You'll need to accomplish every step described in the blog post but the main thing you need to do to display a drop-down to the Marketer instead of a text box is to configure your custom condition with the following syntax:

where the country name [operatorid,StringOperator,,compares to] [value,Tree,root=[[full Sitecore path to an item in your Sitecore tree that contains country items]],specific country]

What exposes the drop-down GUI instead of the textbox GUI is the Tree and root elements in the second half of the statement above.