Adding Custom Scripts to Boards

As a Company Admin, you can add new custom scripts to your boards and implement customized features. You can also view a comprehensive list of all existing scripts on your boards to keep track of all of your organization’s scripts.

When building boards in BuyEx 3.0, you can copy and paste custom scripts under the BuyEx 3.0 Custom Scripts tab or create new custom scripts and implement them here. 

You can add two types of custom scripts:

• Organization-level script: add a script to all of your organization’s boards

• Board-level script: add a script to an individual board

For example, use the custom scripts to install a script for Google Tag Manager (GTM) on all boards in your organization. Or, only add the custom script for GTM on a specific board.  

To add a new script to a board:

1. Go to Company Admin > Custom Scripts.

2. Click Add Script.
3. Name the script.
4. To define the script type, enter one of the following ID numbers:  

• • Organization ID: enter the Organization ID number. To find your organization’s ID number, ask your Customer Success Manager.
  • Board ID: enter the Board ID number. The board ID can be found next to the board’s name.  

You can apply a script at the organization level or at the board level. Once you select one script type, the other type is disabled.

5. Under Position, choose where to place the script on the HTML page:

• • Body
  • Head  

6. Enter the script in the textbox.

7. Click Save.

The script is added to the board.

You can add multiple scripts to a board and to your organization’s boards.  

8. To edit a script, hover over the script in the list and click the edit icon. You can edit the script’s name, position, and the script text.

9. To delete a script, hover over the script in the list and click the trash icon.
10. Before launching a board, test your board to verify all your scripts are working properly.

Adding a custom script to a BuyEx 3.0 board

You can copy and paste previously created custom scripts for new BuyEx 3.0 boards or create new custom scripts.  

1. Go to Company Admin > BuyEx 3.0 Custom Scripts.
2. Click Add Script. 
3. Name the script and define the script type (e.g., Organization or Board ID).
4. Under Position, choose a location where to place the script on the HTML page from the drop-down list. 
5. Enter the script in the textbox.
6. Click Save. 

For more information about Admin permissions, see the Company Admin Overview.

Best Practices for Testing and Implementing a Script

Always test your script on a test board before applying it to a live board or an organization.

Test scripts one at a time and then together as they may impact each other.

We recommend adding a title to your script so it can be easily found in your browser’s console. To do this, simply add <!-- Script Name --> before your script in the Company Admin.

Always view your script on an online test board prior to implementing it on a live board or organization. Make sure the board looks and works as expected.

We recommend opening your browser’s console (right-click > inspect) and searching for your script to ensure it has been applied correctly. If you’ve given your script a title it will be easier to find.

Once you are sure that the test board looks and works as expected with your script(s) applied, you can add the script(s) to a live board or an organization.

Don’t forget to view the test board on multiple browsers and devices for best results. We recommend testing Google Chrome, Safari, and at least one mobile device as a minimum.

Once your successfully tested script has been applied to its final location, you should still make sure to check a live board that uses it to make sure there were no typos in the script(s) you applied.