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Sitecore insert options rules

I have a scenario where I would like to add insert options based on roles. So imagine I have a folder in the content tree called 'Components'.

I have two roles called - Contributors - Approvers

I have 3 templates which I want to pick and choose from to show as Insert Options on the 'Components' folder. - Template 1 - Template 2 - Template 3

For Contributors, I only want to show Template 1 as the Insert Option.

For Approvers, I only want to show Template 2 and Template 3 as the Insert Options.

How can I achieve this?

I thought about this scenario. Apply all Templates as Insert Options to the Components folder and then remove templates based on roles using /sitecore/system/Settings/Rules/Insert Options rules but it is not working.

I am using Sitecore 8 update 2.

Solution

  • Don't use Insert Options at all.

    Just create a new rule under /sitecore/system/Settings/Rules/Insert Options rules and create 2 rules:

    1. when user is in role and item is Components - add this and that insert option
    2. when user is in another role and item is Components - add that and another insert option

    I've written a blog post about Insert Options Rules - maybe it will help you. You can find it here: Sitecore Insert Options Rules