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 New
- 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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Applications undergo UI changes from time to time. You might have created a Flow with steps pointing to a UI element that may no longer be available. Delete such steps from a Flow and prevent the user's flow of work from breaking.
Use the following steps to delete a step from a Flow:
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On the Whatfix Guidance dashboard, click Content.
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Click Flows.
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Hover your cursor over the required Flow, and then click the Edit icon.
Info
Whatfix Content and Widgets can be edited in the Draft and Ready Stages.
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Go to the step you want to delete and click Delete.
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On the top right, click Save.
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