As your business evolves, your data model tends to evolve as well. This often leads to situations where administrators need to deprecate and delete old attributes or add new attributes into the system to support new SuccessPlays and Campaigns. In either case, it's likely that, as an administrator, you don't want these attributes to clutter up the system for the rest of your team.
To address these types of situations, you can mark any attribute, custom metric, or hierarchy rollup as "hidden."
How to Hide an Attribute, Custom Metric, or Hierarchy Rollup
The process of hiding attributes, custom metrics, and hierarchy rollups is slightly different. We've broken down the process for each below.
How to hide attributes
To hide an attribute, navigate to settings > data management > data modeler and click on the attribute that you want to hide. Next, scroll down to the "Visibility" section and check the box that says "Hide this attribute." To save this change, click the "Save" button.
How to hide custom metrics
To hide a custom metric, navigate to settings > data management > data modeler and click on the metrics that you want to hide. In the header section of the metric configuration window, you will find a section for visibility. Check the box that says "Hide this metric." To save this change, click "Preview", then "Save."
NOTE: System Custom Metrics (those which come out-of-the-box and are marked with the icon) cannot be hidden at this time.
How to hide hierarchy rollups
To hide a hierarchy rollup, navigate to settings > data management > data modeler and click on the rollup that you want to hide. Next, click the "hide this rollup" box and then click save.
What happens after an attribute, metric, or rollup is marked as hidden?
Once an administrator marks an attribute, metric, or rollup as hidden, it will no longer appear anywhere in the system for non-privileged users, except for where it is currently in use.
Privileged users can still see attributes across the system; however, the attribute will have this icon: next to it to indicate that the attribute is currently marked as hidden in the data modeler.
In addition, the attribute will still be visible anywhere where it was currently in use before it was marked as hidden. For example, if a Customer Success Manager with no administrative privileges has a personal segment saved in their folder that was already using a newly hidden attribute as a filter, the filter will still be visible for the Success Manager; however, it will have this icon: next to it to indicate that it has been hidden by an administrator.
What is a "privileged user?"
In this case, a "privileged user" is any user with a role that has been given permission to view hidden attributes under Settings > User Management > Permissions > Application Permissions > Attribute Visibility.
NOTE: Global administrators will always be able to see hidden attributes across the system.
Where exactly will hidden attributes no longer appear?
Hidden attributes will no longer be visible to non-privileged users in the following places:
- Segment filter selection modal
- Segment group-by
- Segment column selection modal
- SuccessPlay trigger selection modal
- SuccessPlay dynamic content modal
- SuccessPlay update information actions
- Campaign trigger selection modal
- Campaign dynamic content modal
- Team account set filter modal
- Report filters
- Report breakdown
- Scorecard KPI Metrics
- Health profile segment criteria
- Health definition
- As a mapping option in the data modeler (for all integration types)
- Rapid insight form fields
- Account profile
- Custom Metric Configuration
If I hide a Rollup that uses a Custom Metric?
If you hide a Hierarchy Rollup that uses a Custom Metric in the calculation, the Custom Metric will also be hidden.