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docs: add dynamic campaign scoping by entitlement tags#125

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mindymo merged 5 commits intomainfrom
docs/gov-387
Mar 10, 2026
Merged

docs: add dynamic campaign scoping by entitlement tags#125
mindymo merged 5 commits intomainfrom
docs/gov-387

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@c1-dev-bot c1-dev-bot bot commented Mar 5, 2026

Summary

  • Documents the ability to filter campaign scope by risk level and compliance framework entitlement tags when selecting specific resources
  • Adds tag filter documentation to both single campaign and campaign template creation flows
  • Explains filter logic: OR within a single tag type, AND across tag types
  • Documents dynamic scope re-evaluation for campaign templates — tag criteria are saved and re-evaluated at each campaign preparation, automatically including newly tagged entitlements
  • Adds limitations: only built-in attribute types (risk level, compliance framework) are supported; custom tags are not supported for scoping
  • Adds three new FAQ entries covering dynamic re-evaluation, mixing tag-based and manual scope, and supported tag types
  • Cross-references entitlement attribute setup documentation
  • Fixes a duplicate step in the campaign template flow

Test plan

  • Verify that the new filter documentation in Step 3 (single campaign) accurately describes the UI behavior
  • Verify that the new filter documentation in Step 3 (template) matches the single campaign version
  • Verify the dynamic re-evaluation section accurately describes prepare-time behavior for templates
  • Confirm that the FAQ entries are accurate and consistent with the feature behavior
  • Verify cross-reference links resolve correctly (/product/admin/managing-entitlements#setting-entitlement-attributes)

Automated PR Notice

This PR was automatically created by c1-dev-bot as a potential documentation update.

This documentation requires:

  • Human review for accuracy and completeness
  • Verification that it matches current product behavior
  • Approval from the appropriate team before merging

Document the ability to filter campaign scope by risk level and
compliance framework entitlement tags, including:
- Tag filter options in the resource selection flow for both single
  campaigns and templates
- Filter logic (OR within tag type, AND across tag types)
- Dynamic scope re-evaluation behavior for campaign templates
- Limitations (built-in tags only, no mixing with manual selection)
- FAQ entries for common tag scoping questions
- Cross-references to entitlement attribute setup documentation
- Remove duplicate step in template flow
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linear bot commented Mar 5, 2026

@jessstarr-hub
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@mindymo - can you review this before noon tomorrow (3/6)?

- Remove "please" from prepare campaign step
- Fix missing </Accordion> closing tag (broken accordion nesting)
- Fix step reference: "Steps 3 through 5" → "Steps 5 through 7" to match renumbered single-campaign steps

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Remove the old-style "Step 2: Choose what to review" prose block from
  the single campaign flow that was left over after the merge conflict;
  the new Step 3 (formerly Step 4) contains the same content in the
  proper <Steps> structure with tag-filter documentation added
- Renumber single campaign steps to be sequential: Steps 2–7 → Steps 2–6
- Remove the thin template "Step 2: Choose what to review" stub that
  cross-referenced the now-removed single campaign section; the full
  scope content is covered in the template's own Step 3
- Renumber template steps to be sequential: Steps 2–4 remain Steps 2–4
  (Configure moves from Step 3 to Step 2; Choose what to review from
  Step 3 to Step 3; Review and start remains Step 4)
- Update the cross-reference in template Step 4 from "Steps 5 through 7"
  to "Steps 4 through 6" to match the corrected single campaign numbering

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
@mindymo mindymo merged commit 67341a6 into main Mar 10, 2026
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@mindymo mindymo deleted the docs/gov-387 branch March 10, 2026 22:22
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2 participants