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2022 Release Notes: Release P

P is for protection of assets! We have added governance for assets in the Content Library, and the external code of track promoters. We have also created functionality for reports filters to persist across all reports. This adds to brand stickiness and conformity for your valuable content. 

Ensure all fields are read only when viewing Content Library assets

Previously, when a user was viewing an asset in the Content Library, they were able to update the field values for assets in the right-hand sidebar, with no way for an organization to prevent that from happening. 

Now we have increased governance for these assets so that a user may edit these fields only within Advanced Edit, and not when viewing an asset in the quick edit view. This prevents role types that do not have editing permission from modifying an asset.

To set up this feature, follow these steps.

  1. Click on your login name on the top right on the screen. In the dropdown menu, select Organization Settings.
  2. On the screen that opens, click on the Settings tab.
  3. Scroll down to view the Settings checkboxes, and select Make right-hand sidebar view only
Highlight of user interface where the checkbox resides
  1. Click Save. A confirmation message appears, The record was saved successfully
  2. To view the results, click on Content Library on the main menu bar. 
  3. Now you see that when any user, no matter their role, views an asset in the Content Library, the panel on the right side is read-only. 

New external code message for track promoters in appearances

Now you can configure external code for track promoters at the appearance level. Organizations with increased governance needs and want control over who can configure appearances now have the option to add external codes to a specific track, instead of having to assign roles and permissions. 

Now when the user configures the promoter at track level, only the external code that has been configured for the promoter at the appearance level is applied. This functionality applies to flow, sidebar, topic sidebar, signpost, and bottom bar.

To add external code to your tracks, follow these steps.

  1. Click Content Activation, then Campaign Tools, and then Target or Recommend
  2. Select a track from the list that appears. 
  3. On the left panel, you see the settings for this track. 
  4. Click External Code and add the code you want to apply to this track. 
  5. To prevent errors, a reminder message appears in the External Code popup window for users to check for conflicts to external code.
Highlight of user interface where external code message appears

Apply persistent filter values to scheduled reports

This release lets you set and see all the filters in your scheduled reports when you view a scheduled report, and these filters remain applied until you manually change them. Previously, when you opened these reports, the filter values that you had been previously set were not present when you reopened a report. 

To view the filters that have been set, (and to add more) follow these steps.

  1. On the main menu bar, click Path Analytics, then click Scheduled Reports
  2. Select one of the reports.

    List of reports
  3. When the report opens, select Filters, to view and/or modify the filters that have been applied.

    Filters tab
  4. When you are ready to refresh the report, collapse the filters list and then click Run.

    View of Accounts page
Updated on March 27, 2023

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