How to :: Set-up, manage and test custom visibility

A custom visibility is just a design rule to display or not a tile, chapter, subchapter or story.

How does it work ?

By default when you create content (a tile, chapter, subchapter or story), it is visible by everyone, for every view. But you can change this default behavior to either:

  • hide completely the content in production, or
  • by defining a specific rule to display or not the content depending on either:
  • views (= reports), or
  • user groups.

You can quickly identify the visibility status of any content by looking at the visibility icon:

public visibility icon
hidden visibility icon
custom visibility icon

Now let’s have a tour of this feature through an example!

Manage visibility

We will show here how to configure visibility on tiles, but the exact same steps apply for the visibility configuration of a chapter, suchapter or story.

For our example, let’s say that you are a retail businness that tracks revenues by shop, by country or globally.

So you have 3 kinds of views:

  • a TOTAL GROUP view that consolidates all revenues and tracks revenue by country or by shop
  • countries view (say FRANCE, SPAIN and USA) that consolidate all the shops revenues for a given country, and tracks revenue by shop for a given country
  • shops view that track revenue for a given shop.

Your underlying view data looks like this:

REPORT REPORT_GROUP
TOTAL GROUP GROUP REPORT
FRANCE COUNTRY REPORTS
UK COUNTRY REPORTS
SHOP_FR_1 FRANCE
SHOP_FR_2 FRANCE
SHOP_UK_1 UK
SHOP_UK_2 UK

And you have 3 tiles on your home:

  • COUNTRIES BENCHMARK that compares countries revenues
  • SHOPS BENCHMARK that compares shops revenue
  • REVENUE TREND that shows the evolution of revenue consolidated at the shop, country or global level dependinng on the selected view

Your home looks like this:

example home

And your view selector looks like this:

example view selector

Public and hidden visibility

Let’s say that you are working on a draft of the REVENUE TREND tile. You do not want it to be visible in your app in production. So if you click on the visility icon of this tile, then you can decide to hide it from production:

hidden visibility

From there, if you decide to push the app in production, this tile will not appear to anyone.

Now let’s say that you are good with the tile. You want it to be accessible for any view and any user. So you can click on the visiility icon of the tile make it public:

public visibility

When you create a new content, its visibility is set to public by default.

Custom visibility

Now you need a more specific visbility configuration for the SHOPS BENCHMARK and the COUNTRIES BENCHMARK tiles.

You have two ways of setting a custom visibility rule:

  • based on reports (=views), or
  • based on user groups

Custom visibility based on report

You want the SHOPS BENCHMARK tile to be available only for the TOTAL GROUP and for the countries view (it is not pertinent for a shop alone).

So let’s define a custom visibility rule based on report (=view). You can:

  • click on the visibility icon of the tile,
  • select “Customized visibility”
  • specify that the rule will depend on “Selected report”
  • check all the reports that will display the tile
custom visibility on reports

We checked matching values in the “REPORT” column of your underlying report data. But what if you add a new shop in a new country in the future ? You would like the tile to be visible to people in the new country view, ideally without having to go back to the visibility settings and check the new value in the “REPORT” column.

Well, remember that you have another column in your view data: the “REPORT_GROUP” column that specify whether a view is for “ALL COUNTRIES”, a “COUNTRY” or a “SHOP”.

So we can express our visibility rule on this more dynamic column:

custom visibility on reports

Now if you add a new shop in a new country in your view data, the new country view will be identified as a “COUNTRY” view in the “REPORT_GROUP” column and it will then be dynamically added to the set of views that have access to the tile!

You can check values in any column of your view data, so you should rely on this data to bring dynamism to your rules.

Custom visibility based on user groups

You want the COUNTRIES BENCHMARK tile to be accessible only for the TOTAL GROUP view. So you could set a custom visibility the same way as illustrated above, based on views.

But let’s say that you rather need to express a rule that states to which user groups you want the tile to be visible.

You have users that have the COMEX user group, who should be the only ones to have access to the COUNTRIES BENCHMARK tile.

To set this rule, you can:

  • click on the visibility icon of the tile,
  • select “Customized visibility”
  • specify that the rule will depend on “User groups”
  • check all the user groups that will have access to the tile
custom visibility on user groups

In this case, we check only the “COMEX” user group.

Setting visibility on user groups is particularly useful when you have an app without a view selector.

Test visibility

View the app as an existing user

Now you want to test that your visibility rules are OK. To do so, you do not need to push anything in production and test as fake users for example. You have a very useful feature in staging mode, to easily test your visibility settings: you can view the app as another user, with all its user attributes.

Hit the “view as” icon in the studio toolbar as shown below:

custom visibility on user groups

From there if you can choose to impersonate one of the users that have access to the small app. You can just click on any user to view the app as this user.

In our example, let’s select the France country manager user who has access to the FRANCE view and to all French shops views, and who do not have the COMEX user group :

view as search specific user

Once you have selected a user you switch to a new mode where the studio toolbar now indicates you that you are currently viewing the app as a specific user:

view as specific user

You can validate from our example that the France Country Manager has access to the SHOPS BENCHMARK and the REVENUE TREND tile as expected:

validate visibility

If you want to quit the view and get back to the studio, just click on the cross on the right of the bottom toolbar as shown below:

view as toolbar

Now let’s try to view the app as a COMEX user:

view as comex

And yes, the COUNTRIES BENCHMARK tile appears for this user:

validate visibility

Quick and easy right? :)

View the app as a custom user

Instead of selecting an existing user, you can define a fake, custom user on-the-fly.

This can be very useful when you need to think ahead and define rules based on user groups before having real users attached to those user groups.

When you are Admin, you can access this feature after clicking on the View as icon as shown below:

view as custom user

From there you can select user groups that you want to attach to your user on-the-fly:

custom user comex

Note that if you are not Admin, you do not have access to the list of users, so clicking on the “View as” icon will bring you directly to this custom user configuration.

If you select the COMEX user group in the list of user group and save, you will see as in our last example that you see the app as if you were a user with the COMEX user group (so all the tiles get displayed).

custom user toolbar