Campaign/Expense Group Types

Overview

The Campaign/Expense Group Types tab on the Attributes & Tags page offers comprehensive functionalities, enabling you to manage various actions efficiently. You can create, update, delete, and perform other tasks seamlessly. 

The Campaign/Expense Group Types section comprises the following essential columns:

• Campaign/Expense Group Type
• Enable/Disable
• Count

Campaign/Expense Group Type

This section allows you to access the list of existing campaign/expense group types. Since these types often share similar names, they are presented together for clarity.

Enable/Disable

You can toggle this option to activate or deactivate Campaign/Expense Group Types based on their current relevance or usage status. This feature enables you to temporarily suspend types without permanent deletion, facilitating easy reactivation when necessary.

Count

You can use  Count to get insights into the usage frequency of each Campaign/Expense Group Type. By tracking the number of instances where each type is utilized, you can better understand their importance and relevance within the application.

In Practice: Adding a New Campaign/Expense Group Type

1. Navigate to Settings > Attributes & Tags and click Campaign/Expense Group Types.
   
   
2. Click +Create New.
   A new row appears at the top to enter a new campaign/expense group type.
   
   
3. Enter a name and click outside the field to save the new entry.
   
   
   Note:

   The name field supports a maximum of 128 characters.
4. Additionally, double-click on an existing name field to update it. Save changes by clicking outside the field.
   A toast message displays, indicating that the update was successful.
   
   
   Notes:

   • The +Create New button is disabled until you provide a name for the new type.
   • Only one new entry is allowed at a time.
   • The new entry is Enabled by default.

In Practice: Activating/Deactivating Campaign/Expense Group Types

1. Navigate to Settings > Attributes & Tags and click Campaign/Expense Group Types.
   
   
2. Toggle the switch to activate or deactivate the required Campaign/Expense Group Type.
   
   

In Practice: Searching Campaign/Expense Group Types

1. Navigate to Settings > Attributes & Tags and click Campaign/Expense Group Types.
   
   
2. Enter the required keyword in the Search Campaign And Expense Group Types field to find matching types.
   

The search results display all entries containing the matching word or phrase.

In Practice: Deleting Campaign/Expense Group Types

1. Navigate to Settings > Attributes & Tags and click Campaign/Expense Group Types.
   
   
2. Hover over an existing row; the delete option appears at the end of the row.
3. Click the Delete icon.
   
   Instances of the deleted campaign or expense type are replaced with the Other type, which is visible at the bottom of the table but cannot be edited.
   
   

In Practice: Sorting Campaign/Expense Group Types

1. Navigate to Settings > Attributes & Tags and click Campaign/Expense Group Types.
   
   
2. Click the Campaign/Expense Type column to sort the column alphabetically, ascending or descending.
   
   
3. Click the Enabled/Disabled column to sort all types by enabled state, followed by disabled, and vice versa.
   
   
4. Click the Count column to sort based on count, ascending or descending.
   

In Practice: Viewing the Count of Campaign/Expense Group Types

1. Navigate to Settings > Attributes & Tags and click Campaign/Expense Group Types.
   
   
2. View the Count column to see the number of instances where each campaign/expense group type is being used.