Create a new Requirement Set to be associated with an existing Recipient.
Requirement Sets define the content needed for a given Recipient. They can be found in the Recipient Profile.
When creating a Requirement Set, you will define attributes, attribute sections, required and optional statuses, required language variants, and category attributes.
Create a New Requirement Set
- Navigate to the Recipients List by clicking Connections in the lefthand navigation.
- Select the Custom Recipient the new Requirement Set will be linked to. Filter the list by selecting "Manually Configured" in the Recipient Type dropdown menu at the top.
- Click the Requirement Sets tab on the left.
- Click Create New.
- In the box at the top left, provide the Requirement Set name, choose whether to include category attributes, and select a taxonomy.
- Create attribute sections. You can customize the names, change the order, and delete sections.
- To add an attribute to a section, use the attribute categories in the list on the left to find the attribute you’d like to include. Search by name or scroll through the separate categories. Drag an attribute from the list into the new section.
- Define the attribute requirements:
- Alias: This name will appear as the attribute name throughout the rest of the platform, which can be helpful to people inputting content.
- English (US): Mark this as required or optional.
- Local Requirements: Click the globe icon to mark languages as required or optional.
- To delete an unwanted attribute, click the trash icon to the right of the attribute.
- Click Save Requirement Set at any time to save the set as a draft. It can be edited at any time. A draft version can be viewed in the Requirement Sets tab of the Recipient Profile.
- Click Publish when the set is finished and ready to be used.
