- Dashboard and Section Library Enhancements
- New delivery options for the Smart Connector: PostgreSQL & Salesforce SOQL
- Consume Webhook for TapOrders
- Delete comments from the task view
- Default values for form fields
- Hide Line Item details on order forms
- Calendar Enhancements
- Ability to show/hide comments on order forms based on roles
- Ability to ‘Start Over’ and reset your workflows
Data Sources
Numerous new field and data view enhancements for Google Ads, Bing Ads, Tiger Pistol, Oath Ad Platforms: Native, Mixpo, DataXu and more.
TapReports/TapAnalytics
We’re excited to add new enhancements to the Dashboard and Section libraries that will make using these features even more intuitive.
Search by Channels and Tags
We have enhanced our search functionality for Dashboard and Section libraries. Previously you were only able to search by Data Source, but with the November release, you’ll now be able to search by Channel (Social, SEM/PPC) as well as Tags (Leads, Predefined).
Publish to the Library
It’s Publishing Time!
In an effort to make collaborating and sharing with your teams even better we have added the ability for you to publish Dashboards and Sections (in addition to widgets) directly to the libraries.
The process to publish is very simple. Click the Publish to Library button on your dashboard
You’ll be presented with a choice to either publish a Dashboard or a Section
Name your Dashboard/Section, add a short description and you can also set Tags for your published content to make it easier to find and filter later. 
Click on the ‘Publish’ to load it into your library and you’re all set!
Don’t forget that you can manage all your Tags from the ‘Library Tag’ section under the ‘Administration’ settings menu. 
Smart Connector - New Delivery Delivery Options
Many users have expressed a desire to bring in data from homegrown or external data warehouses and we’re very happy to announce that with the November release we’re expanding our database delivery options with support for
PostgreSQL and Salesforce SOQL. You can now connect directly to these databases to bring your data into TapClicks with the Smart Connector.
PostgreSQL Database requirements
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Must allow external connections over TCP/IP
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The server on which the database rests must allow external connection
Connecting to your database
Connecting to PostgreSQL will require you to fill out the following fields:
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PostgreSQL host
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PostgreSQL port
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PostgreSQL database
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PostgreSQL username
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PostgreSQL password
You can test your connection once you fill out these fields.
Connecting to Salesforce SOQL will simply require you to authenticate with your Salesforce credentials.
The rest of the process is similar for both databases. Once the connection is established, you will be able to input basic or complex queries to bring a sample data set into the system - this is similar to when you load a sample CSV file to the Smart Connector. It’s required to bring in a sense of what fields are available in the PostgreSQL/Salesforce SOQL table(s) and then map those values to fields in the TapAnalytics UI.
Once you have your query set up, a configuration is the same as you would expect from any Smart Connector - the Smart Connector will make a suggestion for how to store certain fields and how to label those fields.
Data Sources and Field Enhancements
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Numerous new field and data view enhancements for Google Ads, Bing Ads, Tiger Pistol, Oath Ad Platforms: Native, Mixpo, DataXu and more.
TapOrders/TapWorkflow
Consume Webhook for TapOrders
We’re excited to introduce the Consume Webhook for TapOrders which will enable you to ingest Client, Order and Line item-level data in real-time.
If you’re only using TapAnalytics, you’ll be able to connect and import into the client table and if you’re a TapOrders user, you will be able to receive Orders and Line items in real-time.
The platform will generate each new webhook integration with a unique URL. This is where TapClicks will be accepting Posts from other platforms. Super Admins will be able to take this unique URL and enter it into the partnering platform. Once this step has been completed, you’ll be able to paste in the sample JSON/XML that’s received use the TEST feature to make sure everything is formatted correctly. Doing this will also preload the integration mappings with these fields.
Lastly, you will need to set up the mappings which will let the system know how to translate external fields to internal TapClicks fields.
Delete comments from the Task View
Currently, you’re able to delete your own comments from a Line Item or an Order. We have now added this functionality to the Task View. Simply click the Delete icon on your comment and it will be removed.
Note that once you delete a comment, it can not be recovered. 
Default values for form fields
We have added the ability for you to set default fields for your Order, Task and Product forms. This is a great feature to leverage if you would like to suggest a specific value in your form fields. This new feature is available for all input types. 
Hide Line Item details on order forms
Some users have expressed the need to only enter information at the Order level. We’re happy to support this feature in the November release. You will now be able to remove the entire Line Item section from order forms.
To enable this feature, navigate to the Orders form page and enable the ‘Hide Line item Details” check-box. 
Calendar Enhancements
The current calendar settings allow you to select an End Date that is equal or later than the Start Date. We have expanded this functionality to include the following enhancements:
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Allow a Buffer between the order creation time and Start Date, to accommodate activities that must be completed prior to go-live. When setting up the order form, the Administrator is able to specify the time span between the current date and the first available Start Date. For example, you may require a 5 business day SLA to perform a credit check, check inventory availability, creative compatibility, etc., from the time an order is submitted to the Start Date.
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When someone is creating a new order and selects Start Date, the calendar widget will prevent the user from selecting days before Current Date + Buffer Value. For example, you may want to set a minimum or maximum flight length. The calendar widget validation will prevent you from selecting a date that violates the maximum or minimum settings.
Hiding/Showing comments based on roles
We have added an enhancement to the View Order Form that will allow you to control who is able to see comments based on their role in the system.
For example, you may want an advertiser to be able to view an existing order on the form, but not see the comment, task or history sections. While on the other hand, you would want the approver and the fulfillment team to be able to view and interact with the comments.
Ability to ‘Start Over’ and reset your workflows
If you have ever made an errant selection in one of your workflows and had to redo your work you will be happy to hear about the new ‘Start Over’ feature. This new functionality will allow you to cancel all existing open tasks on a line item and begin again from the designated point set up in the workflow.
