What is the Only Show if Active feature?
This feature automatically shows or hides various sections based on data availability. Often, when you have multiple clients using the same dashboard, they may have only a few of their data sources connected. Without this feature, they would be shown blank widgets on the sections with no data.
With this feature, your dashboards automatically hide those sections for clients that don't have the corresponding data sources attached.
Imagine you have a social media dashboard that is used with several clients and contains the following three sections: Facebook, Twitter and Instagram.
Some of clients don’t have Twitter or Instagram connected, so when they log in, they would see empty widgets since those sections don’t apply to them. That is not an ideal user experience. You can use the "Only Show if Active" feature to automatically hide those sections from clients based on the data sources that are assigned to them.
How to Assign a Section
1] Locate and open the dashboard in which you want to assign a section.
2] In the upper right, click the More Options icon (i.e., three dots).
3] In the More Options menu, choose Manage Sections.
4] In the Manage Sections tile to the right, click the three dot menu of the section you'd like to assign (section 1 in the screenshot below).
5] In the More Options menu, choose Assign a Data Source.
6] From the Select a data category dropdown, select either Data Sources or Channels. This is what you will assign to the section.
7] Select the specific data source or channel from the dropdown you want to assign to the section (data source in the screenshot below).
|NOTE: If you'd like sections to hide based on what data sources/channel the client has connected, then make sure to enable the preference setting on the administration preferences data sources tab.|
8] At the bottom of the tile, click Save Changes.
How does Only Show if Active work?
The business logic for the permissions is top-down. That is, if Only Show Active Data Sources is enabled, TapClicks first checks to see if the section is attached to a data source/channel.
- If the client has that item connected, then TapClicks will show the section.
- If the client does not have that item connected, then TapClicks will hide the section, regardless of whether the widgets within the section have the same data source. The use case for this is if a section has some Google AdWords widgets and Google Analytics to show the performance for the AdWords campaigns. In this case, the user would assign the section to the AdWords data source, and if the client does not have AdWords connected, then the whole section will be hidden since Google Analytics widgets are meaningless without the AdWords reference.
Pro Tip for Leads Management
If a client does not have TapLeads and does not have Leads Management enabled, then the section (assigned to Leads) will be hidden for that client.