Aha! Roadmaps | Interactive views in Aha! presentations

If you publish your presentation to a secure webpage, you can choose to make your presentation views interactive.

By default, views in presentations published to webpages are static: each presentation slide displays your view without giving anyone access to the data you used to create that view. For some audiences, however, you might want to allow a deeper level of detail.

For example, a group of power users might appreciate the ability to click into individual feature descriptions — but you might not want to share custom fields about expected revenue. Presentation interactive view settings control what records in your view can be previewed, and which fields on those records to include in the preview.

At the top left of your screen, click Customize presentation ⚙️ Interactive view to get started.

From the Configure interactive views modal, click Allow drill in for the records below.

• Next, select which record(s) you want your users to be able to click into.

• Finally, use the dropdowns on the right side of the modal to select which standard or custom fields you want your audience to see when they drill in to a given record.

• You can also choose to Add a record type to the list of interactive record types, and select standard or custom fields from its field list as well.

Everyone who accesses your external webpage can see the same drill in information. Users in your Aha! Roadmaps account can also click View in Aha! on any drill in preview to open the record in your Aha! Roadmaps account after logging in.

• Your record and field changes will be saved automatically. Click Close when you are done.

• If you want to enable or disable interactive views entirely, you will need to click Update secure webpage to apply those changes.

Individual Aha! saved views that have been shared as webpages can be interactive too!

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