DismissibleHelpers released

dismiss
Dan McClain

Partner & Developer

Dan McClain

Have an application where you want to add some help text for the user, but they really only need to see it once? With the dismissible_helpers gem, you can quickly add dismissible help text to your application.

What you get

DismissibleHelpers includes:

  • DismissibleHelpers View Helper - Renders the help text only if the visitor has not dismissed it
  • DismissedHelpers Routes and controller - Handles the JavaScript requests to store the dismissal state
  • DismissedHelpers Javascript - Handles the front end interactions with the help text

By default, dismissible_helpers will use a cookie to store the dismissal status of the help text.

Three minute setup

To start using dismissible_helpers without any customization, you only three steps away.

1. Add dismissible_helpers_routes to your config/routes.rb

YourApplication::Application.routes.draw do
  dismissible_helpers_routes

  # Your other routes
end

2. Add the Javascript: Add the following to your app/assets/javascripts/application.js

// Your other require statments
//=require dismissible_helpers
//=require_self

$(function(){
  $('.dismissible').dismissible()
})

3. Call the render_dismissible_helper method with the string you want to render. The string passed to the method will be processed by the I18n method t, so the content of the help message should be stored in your localization file.

<%= render_dismissible_helper 'help.some_help_message' %>

Advanced setup

Changing the way the help text is removed

By default, the dismissed helper is removed from the page via $(helper).remove(). This can be customized by passing a callback to the .dismissible() call. To use jQuery’s .slideUp() you would use the following call:

$(function(){
  $('.dismissible').dismissible({
    success: function(helper){
      helper.slideUp(); //'helper' is the jQuery-wrapped element
    }
  });
});

Storing dismissed helpers for authenticated users

dismissible_helpers can store the help text dismissal state on a user/account. That way, when a user dismisses some help text, it follows them across browsers.

dismissible_helpers will attempt to retrieve the authenticated user by checking for a current_user helper method. If the ApplicationController responds to current_user, dismissible_helpers will check to see if the returned object has a dismissed_helpers attribute. It will then add the dismissed help text to that model.

dismissible_helpers expects that the dismissed_helpers attribute is an array. With vanilla ActiveRecord, you can achieve this with attribute serialization:

First, add the column to your model (we’ll assume it’s an Account class in this example)

class AddDismissedHelpersToAccounts < ActiveRecord::Migration
  def up
    add_column :accounts, :dismissed_helpers, :text
  end

  def down
    remove_column :accounts, :dismissed_helpers
  end
end

Then add the serialize call to your model

class Account < ActiveRecord::Base
  serialize :dismissed_helpers, Array
end

If you are using PostgreSQL as your database, you could use postgres_ext to add native array support to your models. You would just need the following migration to add the dismissed_helpers attribute to your model:

class AddDismissedHelpersToAccounts < ActiveRecord::Migration
  def up
    add_column :accounts, :dismissed_helpers, :string, :array => true
  end

  def down
    remove_column :accounts, :dismissed_helpers
  end
end

Wrapping up

Hopefully you find the gem useful. If you find any issues with it, let us know!

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