Edit Experience details and settings

Experiences allow you to organize your content and distribute it to the relevant users or user groups in Showpad. However, changes may be necessary after you've created an Experience. These edits can include updates to the Experience details displayed when in list view. You can also turn dynamic content filtering on or off or change the criteria for the Smart Folders within the Experience being modified.

You also have the ability to hide an Experience from a user's Experience overview. This can be helpful when your organization's instance contains many Experiences and the overview page needs to be tidied up.

Note: Hiding an Experience does not remove access for assigned users. They can still search for, open, and share its content. On other clients (such as the mobile apps and Outlook/Gmail plugins), hidden Experiences are also not shown in the Experiences tab to avoid clutter, but the assets inside remain fully accessible.

See how it looks

Key features

• Quickly update Classic and Advanced Experience details and settings
• Edit an Experience in the Experiences library
• Edit a Classic Experience in the Experience Builder

You need this to succeed

The quick way

1. Select an Experience from the Experiences library
2. Adjust details and settings in the Experience details panel
3. Save changes

Do this step by step

Edit Experience details and settings in the Experiences library

1. Navigate to the Libraries tab.
2. If your organization uses multiple Divisions, select the desired Division from the top-left dropdown menu.
3. Select Experiences from the left-side menu.
4. Click on an Experience you want to update. In the Experience details panel, you can edit its details and settings.
5. To edit the Experience name, click the name and update it. Click Save changes.
6. To update the description, click the pencil icon next to Overview. Then, update the Description and click Save changes.
7. To adjust the settings, click the pencil icon next to Settings.
   • Enable Dynamic Content Filtering: Toggle on or off to hide or show content to users based on their content profiles.
   • Hide from experiences screen: Toggle on or off to hide or show the Experience on the user's Experience screen. If off, users will still be able to search for the content within the Experience. 
   • Hide empty Folders: Toggle on or off to hide or show empty Smart Folders in Classic Experiences.
   • Default view: Select either Grid or List to set how users will initially view the Classic Experience on the Web App and Windows Desktop App.
   • Click Save changes.
8. To add or remove Sharing Themes assigned to the Experience, click the pencil icon next to Themes. Click in the field to search and select themes. To remove themes click the X next to the theme name. Click Save changes when done.

Edit a Classic Experience in the Experience Builder

1. Navigate to the Libraries tab.
2. If your organization uses multiple Divisions, select the desired Division from the top-left dropdown menu.
3. Select Experiences from the left-side menu.
4. Click on the Classic Experience you want to update.
5. In the Experience detail panel, click Open Experience Builder to open the Experience Builder.
6. Click the three dot menu and select Edit from the drop-down menu.
7. Here, you can edit details such as the Experience name and Description. You can also enable or disable Dynamic Content Filtering and update the Hide empty folders setting.
8. Update the Default view by selecting Grid view or List view. This determines how users see the content within the Experience. List view is only supported on the Web App and Windows Desktop App.
9. For Experiences that have Smart Folders, you can add, remove, or replace tags used to filter content into the folders.
10. Click Save when ready.
11. To hide the Experience from your user’s Experiences tab, click the three dot menu and select Hide from Experiences screen. A notification will appear to inform you that the Experience is hidden.
12. To show the Experience on your user’s Experiences tab, click the three dot menu and select Show on Experiences screen.