Magnus Rahl
Jan 14, 2011
visibility 11696
star star star star star
(3 votes)

More custom Visitor Group criteria: Role

I have previously posted on custom Visitor Group criteria. That post covers the basics and is probably a better guide if you are looking to create your own custom criteria.

The goal of this post

So, the basics are covered, but I want to share a specific implementation of Visitor Group criteria that I actually think should be in there from the beginning: A criteria based on role membership.

Why do we need this? In my case it’s simple. I only want to display some information to authenticated users. But I could imagine other examples where you want to discriminate on the basis of role without adding different pages with different access levels.

Implementation

Both the model (RoleModel, haha) and the criteria are very straight-forward. I use a custom enum to define the compare condition (you might want to check that a user is not in a specific role as well as checking that the user is in the role). The model and the enum look like this:

/// <summary>
/// Model class for use by the RoleCriterion criterion for
/// Visitor Groups. Stores a role name and a compare condition.
/// </summary>
public class RoleModel : IDynamicData, ICloneable
{
    public EPiServer.Data.Identity Id { get; set; }
    public object Clone()
    {
        var model = (RoleModel)base.MemberwiseClone();
        model.Id = Identity.NewIdentity();
        return model;
    }
    [DojoWidget(
        SelectionFactoryType = typeof(EnumSelectionFactory),
        LabelTranslationKey = "/shell/cms/visitorgroups/criteria/role/comparecondition",
        AdditionalOptions = "{ selectOnClick: true }"),
        Required]
    public RoleCompareCondition Condition { get; set; }
    [DojoWidget(
        LabelTranslationKey = "/shell/cms/visitorgroups/criteria/role/rolename",
        AdditionalOptions = "{ selectOnClick: true }"),
        Required]
    public string RoleName { get; set; }
}
/// <summary>
/// Enum representing compare conditions for booleans
/// </summary>
public enum RoleCompareCondition
{
    Equal,
    NotEqual
}
Note that this, as well as the model in my old post, is built by the pattern used in CMS 6 R2 Beta. The pattern is propossed to change in the RTM of CMS 6 R2.

The code of the criterion looks like this:

/// <summary>
/// Implementation of a EPiServer.Personalization.VisitorGroups.CriterionBase
/// which checks if a user is in a named role.
/// </summary>
[VisitorGroupCriterion(
    Category = "User Criteria",
    DisplayName = "Role",
    Description = "Criterion that matches the user's roles",
    LanguagePath = "/shell/cms/visitorgroups/criteria/role"/*,
    ScriptUrl = "ClientResources/Criteria/usercriteria.js"*/)]
public class RoleCriterion : CriterionBase<RoleModel>
{
    public override bool IsMatch(System.Security.Principal.IPrincipal principal,
                                 HttpContextBase httpContext)
    {
        bool isInRole = principal.IsInRole(Model.RoleName);
        bool shouldBeInRole = Model.Condition == RoleCompareCondition.Equal;
        return isInRole == shouldBeInRole;
    }
}

Again I use no custom script. And as you can see there are some language strings used:

<languages>
  <language name="English" id="en">
    <enums><acme><personalization><visitorgroups><criteria>
              <rolecomparecondition>
                <equal>In role</equal>
                <notequal>Not in role</notequal>
              </rolecomparecondition>
    </criteria></visitorgroups></personalization></acme></enums>
    <shell><cms><visitorgroups><criteria>
            <role>
              <comparecondition>User is</comparecondition>
              <rolename>With name</rolename>
            </role>
    </criteria></visitorgroups></cms></shell>
  </language>
</languages>

Using the criterion

So I create a new Visitor Group based on this criterion, requiring the user to NOT be in the Anonymous role (a built-in Virtual Role matching unauthenticated users):

EditAuthenticatedUser

And then I use content groups to add content for both users who are in the Visitor Group and not, i.e. authenticated and anonymous users:

EditContentGroup

You can all imagine the results rendered.

Source code

The source code is available in the EPiServer World Code Section.

Jan 14, 2011

Comments

Jan 16, 2011 07:29 PM

Magus I agree that this functionality should come out of the box (RC maybe?). We've got customers that currently use virtual roles to personalise content. Using this criteria would allow us to put all personalisation under visitor groups which I feel is the right place for it. Not to mention the added flexibility that Visitor Groups adds.

error Please login to comment.
Latest blogs
Optimizely Commerce 14 Now Supports .NET 10

In my previous post, Optimizely CMS 12 Now Fully Supports .NET 10 , I noted one remaining limitation: Commerce 14 (Commerce Connect) did not yet...

Bien Nguyen | Aug 7, 2026

The Top 10 Things I'm Actually Using AI For

A while back I wrote about ReviewPR, an Azure Function that uses AI to review Azure DevOps pull requests. That was one specific use case, but over...

KennyG | Aug 5, 2026

Drag-and-Drop Reordering for Commerce Media Collection in Optimizely Commerce Connect

Optimizely Commerce Connect ships a polished asset editor for the CommerceMediaCollection  property on catalog entries. It lets editors add, remove...

Linh Doan Cuu | Aug 5, 2026

Order tabs with drag and drop V2

I earlier did a very simple Blazor version to be able to sort tabs with drag and drop. I wanted to update it a bit and also display how the tabs ar...

Per Nergård (MVP) | Aug 4, 2026

Optimizely : Missing Language Manager Gadget Fix in CMS 12 After Upgrading to .NET 10

Recently, while upgrading an Optimizely CMS solution to .NET 10, we came across an issue where the Language Manager gadget completely disappeared...

Madhu | Aug 2, 2026 |

Flat or Nested? Weighing Your Content Modeling Options in Optimizely SaaS CMS

When building a headless site on Optimizely SaaS CMS, one of the earliest and most critical design milestones your team will face is defining your...

Vipin Banka | Jul 31, 2026