Whatfix enables you to change the content consumption experience for PDFs, Links, and Flows in Explorer. The following are the default behaviors for these content types:
- PDFs and links: Open in a new window in the same position Improved Self Help is located on your screen.
- Flows: Execute on the same page you are on when you click the Flow.
Use the following steps to customize the content consumption experience in Explorer:
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On the Whatfix Guidance dashboard, click Style.
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Click Self Help.
- Click Interaction.
Change the content consumption experience for PDFs and links
Find customization options in the Execute PDFs and Links accordion. Choose between two options:
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On the same page: Opens in a new window in the selected position.
Choose among the following position options for the new window:
- Where self help is positioned: Opens in the same position as the Improved Self Help panel.
- Right align: Opens on the right side of your screen.
- Left Align: Opens on the left side of your screen.
- Center Align: Opens in the center of your screen
Additionally, choose the window size by clicking the dropdown below the selected position option.
- On new page: Opens in a new tab.
Change the content consumption experience for Flows
Choose from the following Flow execution options:
- On Same Page: Executes the Flow on the same page you clicked the Flow.
- On New Page: Opens your current page in a new tab and executes the Flow there.
- As Pop-up: Opens your Flow as a Carousel Pop-up.
- As Slideshow: Opens your Flow as a slideshow.
