Menu personalization
How to access menu personalization
Navigate to Confluence administration > Linchpin Navigation Menus > Personalization.
Alternatively, click on the settings icon in your Linchpin header, then click on Menu > Personalization.
Choose profile fields for personalized menus
Select up to three user profile fields to create a menu based on a user’s profile. Assign menu entries inside the Menu Structure tab.
If you allow anonymous users to view the menu, they will only be shown menu items without assigned field values.
Display personalized menus based on user values
Now, with defined profile fields for personalization, head over the the Menu Structure tab.
You can now define the profile field values for every menu entry.
For example:
Let’s say you have chosen “Country” and “Branch” as your personalization attributes. Now, every time you add a menu entry, you can define what the fields “Country” and “Branch” should correspond to.
For example, enter “USA” in the “Country” field and “Washington” in the “Branch” field. Your menu entry will only be shown to users with “Country: USA” and “Branch: Washington” defined in their user profile.
Wildcards and logical operators
Wildcards and logical operators help to create even more complex filters based on Confluence user values.
In the past, you have already been able to assign menu items to specific profile field values. Now you can also use wildcards in addition to those exact values. You can also create more complex filters using logical operators (AND, OR, NOT).
For example: You could show a menu item to all users that have not selected English as their Confluence language (“NOT en*”).
| blank field | matches any value | matches everything |
| ? | matches a single character | C?O matches CEO and CTO (but not C3PO, since more than one character is replaced) |
| * | matches 0 or more characters | en* matches en , en_GB , en_US (but not “men”, since the asterisk is placed behind “en”) |
| OR | Logical “or” operator | en_GB OR fr_FR matches en_GB and fr_FR (but not de_DE) |
| AND | Logical “and” operator | en* AND *GB matches all values that start with en and end with GB (en_GB) |
| NOT | Logical “not” operator | en* AND NOT en_US matches all values that start with en, except for en_US |
Filter limitations
Due to “Wildcards and logical operators”, it is not possible to use key words in filter attributes.
As a workaround, replace the key words with the same number of “?” signs. Or replace at least one letter of a word with a “?”.
These keys are case sensitive, so “And” or “and” would not match.
Please note: Make sure that Linchpin Theme is active.
Visit our documentation on how to activate your theme to learn more.
| Filter attribute | Workaround | Keyword |
|---|---|---|
| New York (State) | New York ? State? | ( ) |
| HR AND QS | HR AN? QS | AND |
| NOT for everybody | NO? for everybody | NOT |
| This OR That | This O? That | OR |
Safety Guidelines
We strongly recommend the following Confluence configuration settings to avoid potential security risks:
Make sure people are not allowed to register their own accounts, especially without restriction to your domain.
If you allow anonymous access, make sure anonymous users don’t have permission to create or edit anything anywhere (pages, blogposts, comments, attachments etc. in any space).
If you configure your instance differently, you do so at your own risk.
Link to this page: https://seibert.biz/personalizemenus
