Restrict Self Help Search results using Tags
- 16 Feb 2024
- 1 Minute To Read
-
Print
-
DarkLight
-
PDF
Restrict Self Help Search results using Tags
- Updated On 16 Feb 2024
- 1 Minute To Read
-
Print
-
DarkLight
-
PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
You can control the display of Whatfix content in the Self Help Search to a certain segment of users by using a particular tag or a set of tags.
There are two reasons why you may want to restrict your search results to a certain number of Flows or other Whatfix content.
- If you have several Flows that you don't want to display when users search for content in Self Help, you can tag those that you want to display. For example, content that is in production and content that is being developed. If you want to show only content that is in production, and tag the respective content with a tag, then when a user searches, only the tagged content is searched.
- If you want to show different search results for different segments of users, you can tag the content and associate the tag with different segments. For example, if there are 10 Flows that are applicable to a segment, when tagged with a particular tag, the search results of anyone from that segment is restricted to those 10 Flows.
Use the following steps to restrict search results using tags:
-
On the Whatfix Guidance dashboard, click Widgets.
-
Click Self Help.
-
Under the Set Rules section, click Search Scope.
-
Choose the Tags option.
-
Click the + icon.
-
Select the tags you want to use.
your title goes here
You can use the AND or OR operators in case you want to add multiple tags.
- Click Save.
Here is a GIF of restricting search results:
Was this article helpful?