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Edit Whatfix content or widget in Production stage
  • 23 Sep 2024
  • 1 Minute To Read
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Edit Whatfix content or widget in Production stage

  • Updated On 23 Sep 2024
  • 1 Minute To Read
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Article summary

Whatfix enables you to edit any content or widget while it is live in your application. A new version of the content or widget is created in the Draft stage without disturbing any existing live content.

Edit Whatfix widget in the Production stage

Use the following steps to edit any live widget:

  1. On the Whatfix Guidance dashboard, click Widgets.
    ia_left_nav_widgets

  2. Click All widgets.
    ia_dashboard_left_nave_allwidgets

  3. Click Production tab.
    CLM_DB_ClickProduction_stage.png

  1. Hover your cursor over the widget you want to edit, and then click the Edit in draft icon.
    ia_widget_edit_in_draft

  2. In the confirmation pop-up, click Edit in draft.
    ia_edit_in_draft_popup

Edit Whatfix content in the Production stage

Use the following steps to edit any live content:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click All content.
    ia_dashboard_left_nav_all_content

  1. Click the Production tab.
    CLM_DB_Production_Stage

  2. Hover your cursor over the content you want to edit, and then click the Edit in draft icon.
    ia_content_edit_in_draft

  3. In the confirmation pop-up, click Edit in draft.
    ia_edit_in_draft_popup

Edit Multiple content or widgets in the Production stage

Use the following steps to edit multiple content in the Production stage:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click All content.
    ia_dashboard_left_nav_all_content

  1. Click the Production tab.
    CLM_DB_Production_Stage

  2. Select all the content you want to edit.
    ia_select_content

  3. Click Edit in draft.
    ia_widget_content_edit_in_draft

  4. In the confirmation pop-up, click Edit in draft.
    ia_edit_in_draft_popup

Use the following steps to edit multiple widgets in the Production stage:

  1. On the Whatfix Guidance dashboard, click Widgets.
    ia_left_nav_widgets

  2. Click All widgets.
    ia_dashboard_left_nave_allwidgets

  3. Click Production tab.
    CLM_DB_ClickProduction_stage.png

  1. Select all the widgets you want to edit.
    ia_select_widgets

  2. Click Edit in draft.
    ia_widget_content_edit_in_draft

  3. In the confirmation pop-up, click Edit in draft.
    ia_edit_in_draft_popup

Note:

Your end users might be able to see their content or widget in their application. Once edits are done, you can push it back to Production. The old version is replaced with the current one.

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