Configure an audience record

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Create or modify an audience record to define the conditions or criteria that users must meet for an applicable use case.

    Before you begin

    Role required: sn_cd.content_admin or sn_hr_le.admin

    Each audience record is configured based on user conditions, user criteria, HR profile conditions, HR criteria, or an uploaded file. You can apply them to portal content or life-cycle event activities. For example, a life-cycle event activity for a work visa transfer is targeted only to employees that need a visa transfer.

    Procedure

    1. Navigate to All > Content Publishing > Re-usable Components > Audiences.
    2. Click New or open a record.
    3. Fill in the fields on the form.
      Table 1. Audience form
      Field Description
      Name Name of the audience record.
      Audience type The audience the content is directed to. Audiences are defined from:
      Note:
      After audience type and conditions are selected, a blue link appears with the number of users that meet the criteria. Click this link to view all users by audience type.
      Users [sys_user] Use conditions defined by the User [sys_user} table with custom conditions you choose.
      User Criteria [user_criteria] Criteria based on role, department, group, location, or company. User criteria is a platform feature. See User criteria for Service Portal.
      HR Profiles [sn_hr_core_profile] (HR Service Delivery only) Use conditions based the HR profile [sn_hr_core_profile] table with conditions you choose.
      HR Criteria [sn_hr_core_criteria] (HR Service Delivery only) Use pre-defined HR criteria. HR criteria is based on conditions defined by the HR Profile [sn_hr_core_profile] or User [sys_user} tables. The base system provides examples that can be used.
      Upload File Browse and choose a file with populated with user names or email addresses.
      • user_name template: Indicates that you are uploading a file with user names.
      • email template: Indicates that you are uploading a file with email addresses.
        Note:
        The header of the first column must contain user_name or email.
      The Counted field shows the number of users that meet the audience requirements. For large numbers, if Counting does not return a number quickly, the count automatically stops or you can manually stop the count and the record becomes editable. To resume counting, click the Count selected users icon.
    4. Click Save, Submit, or Update.
      If you click Save and the Restrict/delegate audiences property is set to Yes, the Restrict audience by user and Restrict audience by group related tabs appears.
      Note:
      For more information on restricting an audience by user or group, see Content Ownership.