Contents x
- Whatfix Desktop Overview
- Features available in Whatfix Desktop
- Whatfix Desktop Glossary
- Get Started
- What can I do with Whatfix Desktop?
- Pre-requisites to work with Whatfix Desktop
- Understand Whatfix Desktop workflow
- The CLM Desktop Dashboard
- Use the Preview Mode on the Whatfix Desktop Studio
- Offline mode of Whatfix Desktop
- Multiple Instance (window) support on Desktop
- What is Whatfix Desktop?
- Multiple Application Support
- Internationalization: Change language on the Whatfix platform
- Deprecated functionality
- Whatfix Desktop Apps
- Whatfix Desktop Administration
- Create Whatfix Desktop Content
- Create a copy of Whatfix content or widgets
- Flows - Whatfix Desktop
- What are Flows?
- Create a Flow
- Edit a Flow
- Use the Whatfix Rich Text Editor
- Insert an image in a Flow step
- Insert a video in a Flow step
- Customize Flows Updated
- Rearrange a step in a Flow
- Delete a step in a Flow
- Show information as a pop-up before running Flows
- Enable Back button on Flow steps
- Change the Tooltip position
- Change the design of the Tooltip Updated
- Display Rules for showing Tooltips
- Customize the end message of a Flow Updated
- Define step completion rules
- Create a copy of a Flow
- Add or insert a step after Flow creation
- Delete a Flow
- Define a step as optional
- Copy Flow steps
- Reselect elements to manage UI changes
- Enable the Spotlight feature
- Trigger a desktop Flow using browser URLs
- Cross application Flows
- Trigger a Flow using User Actions
- Visibility and Display Rule Conditions
- Smart Tips- Whatfix Desktop
- What are Smart Tips?
- Create Smart Tips
- Data Validation using Smart Tips
- Change the i icon for Smart Tips Updated
- Use custom icons for Smart Tips Updated
- Rules to display Smart Tips
- Preview Smart Tips
- Configure the appearance of Smart Tips Updated
- Customize Smart Tips Updated
- Delete a Smart Tip
- Add a Smart Tip to an existing Smart Tip Collection
- Edit Whatfix content or widget in Production stage
- Beacons - Whatfix Desktop
- Static Content - Whatfix Desktop
- Pop-Ups
- What are Whatfix Pop-ups?
- Pop-up Visual Editor
- Create Pop-Ups
- Create a Carousel Pop-up
- Edit a Pop-up
- Insert an image in a Pop-up
- Customize a Pop-up template
- Remove a component from a Pop-up template
- Schedule Pop-Ups
- Trigger a Flow using the Pop-up Visual Editor
- Attach URL to a Pop-up
- Resize a Pop-up
- Pop-up with Flow attached
- Embed a Survey in a Pop-Up
- Translate Pop-ups in Multiple Languages
- Choose a Pop-up template
- Add content inside a Pop-up using rich text editor
- Disable Pop-Up
- Embed Videos in Pop-ups
- Create a Link
- Create Text Content
- Create a Video Link
- Upload Pdf to your Dashboard
- Upload Images to your Dashboard
- Pop-Ups
- Multi Format Outputs - Whatfix Desktop
- Icon Library
- Translate Whatfix Desktop Content
- Introduction to Whatfix content translation
- Languages Supported by Whatfix
- Add a new language
- Use Excel Format for translation
- Use the Whatfix UI
- Using Property Files
- Update and manage the translated content
- Rename custom labels in Whatfix
- List of labels in Whatfix
- Auto Translate Whatfix Content
- Change the default language for auto-translating content
- Configure Whatfix Desktop Content
- Content Archival - Whatfix Desktop
- Alternate Flows
- Organize Whatfix Desktop Content
- Find the window variable values for Visibility Rules
- Segmentation
- Configure Self Help
- Create Self Help
- Content Grouping in Self Help
- Integrate email support
- Integrate live chat
- Enable ticketing system
- Animate Self Help
- Reposition Self Help Widget
- Understand Search in Self Help
- Restrict Self Help Search results using Tags
- Disable Self Help
- Resize Self Help
- End-user feedback in Self Help
- Configure a Task list
- Publish Whatfix Desktop Content
- Content Aggregation for Desktop
- Content Aggregation Process
- Custom Repository
- Integrate your Content Repository with Whatfix
- View Content Repository links on the Dashboard
- Content Repository Actions
- Delete a Content Repository
- Add Repository Content to Self Help and Task List
- Change the Sync Frequency of a Repository Integration
- Repository Integration Status Report
- Understand Repository Integration Status
- Instant Feasibility check for Custom Repositories
- SharePoint Integration
- OneDrive Integration
- ServiceNow Integration
- Freshservice Integration
- Confluence Repository Integration
- Salesforce Integration
- Sharefile Integration
- FreshDesk Integration
- Zendesk Integration
- Integration Hub for Desktop
- Integration Hub Overview
- Amplitude Integration
- Bullhorn Integration
- Confluence Integration
- FullStory Integration
- Enterprise Attributes for content segmentation
- Google Analytics Integration
- Google Sheets Integration
- Heap Integration
- Microsoft Azure Active Directory Integration
- Microsoft Excel Integration
- Microsoft Forms Pro/Microsoft Dynamics 365 Customer Voice Integration
- Oracle Fusion Integration
- Power BI Integration
- Quantum Metric Integration
- Salesforce Einstein (Tableau CRM) Integration
- Salesforce Integration
- Salesforce Survey Integration
- Scheduling an Integration
- ServiceNow Integration
- SuccessFactors Integration
- SurveyMonkey Integration
- User Attributes
- Whatfix Integration - Auto PDF creation of Flows
- Workday Integration
- Guidance Analytics for Whatfix Desktop
- Whatfix Analytics
- Get analytics data across clm stages
- Identifying unique users in Whatfix Analytics
- Data captured by Whatfix Desktop Analytics
- Analytics Dashboard
- Self Help Analytics
- Task List Analytics
- Downloading Report Analytics data using API
- Pop-up Analytics
- Audit Logs captured by Whatfix
- Analytics Filters- Domain Filter
- Downloading Analytics Summary Report
- Enable Whatfix Analytics for Self-hosted Mode
- Flow Analytics
- Smart Tip Analytics
- Beacon Analytics
- Download Unique Users and Engagement data
- Download Analytics Reports for the Task List
- Understand Flow exits
- Summary Pop-ups for Push to Production
- Whatfix Analytics
- Product Analytics for Whatfix Desktop
- Troubleshooting - Whatfix Desktop
- Installation
- General
- Flows
- Dashboard
- Cannot see content created on Dashboard
- Cannot see Widget section on Dashboard
- Error: Maximum number of segments reached
- Error: This domain is not supported for your enterprise
- Publish Changes button does not appear
- Push to production button does not appear
- Unable to delete content or widget
- Unable to invite users to Whatfix Dashboard
- Unable to download Whatfix content from the Dashboard
- Unable to move individual content or widget across stages
- Unable to see Drag and drop or Browse option
- Unable to see the Embed option for Whatfix content
- Users do not receive invite to Dashboard
- Why are the moved Content and Widgets disabled?
- Beacons
- Widgets
- User Roles
- Smart Tips
- Whatfix Desktop FAQs
- General
- How can I access the Product Analytics dashboard?
- When to install 64 bit and 32 bit Whatfix Desktop applications
- Configure SAP applications for Whatfix Desktop
- How to identify the cause of the Whatfix Desktop Apps crashing?
- How can I make the Whatfix content appear again after stopping it?
- How can I check if the latest version of Whatfix is installed?
- How can I manage the version of Whatfix Player installed by my organization?
- How can I check the version of Whatfix Desktop Player?
- Can I change the minimum threshold value for desktop application windows?
- Do widget occurrences get exhausted if you preview them?
- CLM Dashboard
- Deployment and Content Delivery
- What are User Action Completion rules?
- Should I do a Push to Production for any content changes?
- How long after a Push to production do Whatfix content updates reflect for end users?
- How can I view changes in the updated Player’s version before deploying it for end users?
- Where are the Whatfix files installed?
- What is the size of the Whatfix log file?
- Driving Whatfix Help Content Adoption
- When does the new content reflect in the app after publishing?
- What are the trusted Whatfix domains to whitelist?
- Whatfix Content
- Can I undo the changes made with the Drag Handlers?
- Who creates content on Whatfix?
- How to display specific content in Self Help across all pages?
- How to reposition the Task List widget?
- How to capture user search terms in the Self Help widget?
- How does Whatfix display content on my application?
- Where does Whatfix host content created for my application?
- Do I have to create Whatfix content again in other languages?
- How does Whatfix select which language content to display?
- How can I find the content in Whatfix Dashboard?
- What languages does Whatfix support?
- Content Archival
- How does archiving affect analytics?
- How does archiving affect translations?
- What happens to Archived content and widgets when a user is deleted?
- Are Archived content and widgets part of the Export Production Package?
- What happens to the tags of Archived content?
- What happens if I archive content or widgets that are linked to other content and widgets?
- What are the video and audio codecs supported in Whatfix?
- Difference between deleting and disabling a widget
- Compliance and Security
- How secure is Whatfix?
- How long does it take for Whatfix session to timeout?
- How can I prevent my Whatfix account from getting locked?
- What data is captured by Whatfix's Product Analytics?
- Does Whatfix Analytics look at my end user data?
- How do you measure the ROI on Whatfix?
- How can I unlock my Whatfix account?
- Analytics
- Product Analytics
- Schedule Insight reports
- How can you delete a reporting Schedule in Product Analytics?
- How can you edit a reporting Schedule in Product Analytics?
- How can you pause a reporting Schedule in Product Analytics?
- How can you remove a recipient from a reporting Schedule in Product Analytics?
- What happens to the scheduled reports when you delete the scheduled Trend Insight in Product Analytics?
- Schedule Insight reports
- General
- Best Practices - Whatfix Desktop
- Contact Support
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Link your external resources like support articles or content to your Whatfix widgets. Links can be included in Self Help, Task List, and Beacons to provide contextual help about your application.
Use the following steps to create link content:
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On the Whatfix Guidance dashboard, click Content.
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Click All content.
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Go to the Draft stage.
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Click Create content.
Note
To view the video content that you just created, go to the Draft Stage of the Dashboard.
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Click Link.
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Enter the Display Text, the actual Link, and the Keywords and add any tags if needed.
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Click Save link.
Note:
You can view the link that you just created in the Draft Stage of the Dashboard.
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