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Understand Whatfix Dashboard stages
  • 14 Aug 2024
  • 3 Minutes To Read
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Understand Whatfix Dashboard stages

  • Updated On 14 Aug 2024
  • 3 Minutes To Read
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Article summary

Whatfix Content Lifecycle Management (CLM) is a content creation and management experience.

The CLM Dashboard has two separate sections for your Whatfix Content and Widgets. It is further divided into three stages - Draft, Ready, and Production to enable content creators to create, review, and manage Whatfix content or widgets.

whatfix_desktop_clm_stages


The following workflow explains the stages involved: from creating Whatfix content or widgets to pushing them live for your end users.

Workflow_stages.png

The Dashboard has List view as the only view for all the Whatfix content and widgets.
Use the Filter option to narrow down your content search to specific Whatfix content or widgets.
CLM_DB_Filter

your title goes here

The filtered content is retained across all stages of the Dashboard.

desktop_filter_clm%201

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You can also use the search bar to find content on the Dashboard. Search results are also retained across all stages.

desktop_search%201

Also, download an excel file containing the list view data of all the content and widgets on the Whatfix dashboard across all stages. For more information, see Export content/widgets list data.

The following stages are part of the Whatfix CLM:
Draft stage
Ready stage
Production stage

Draft stage

  • The Draft stage is where you create and edit Whatfix content/widgets.
  • You can move selected content/widgets that are ready for review from the Draft to the Ready stage.
    clm_db_send_to_ready

Ready stage

  • The Ready stage helps the Account Managers to review all the content/widgets that are ready for production.

  • In case some content/widget is not ready for your end users, you can move them back to the Draft stage.
    CLM_DB_Send_to_Draft

  • Additionally, you can also edit Whatfix content/widgets in the Ready stage.

  • Once the content units are reviewed and tested, click Push all to production to move all the Whatfix content and widgets that are ready for your end users to the Production stage.
    clm_db_push all to production

  • You can review the latest changes again before pushing them to production. Click Push to production once the content/widget is ready for Production.
    DB_CLM_PushtoProd_Confirmation.png

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  • Whatfix notifies you about the availability of the content units in the Draft and Ready stages as in-app notifications and also as an email sent to the registered email.
  • You get an email notification for the following:
    • When you move content/widgets from Ready to Production
    • When you move content/widgets from Production to Draft, that is, remove content/widgets from Production
  • You can push selective content/widgets to the Production stage by selecting the content using the checkbox and clicking Push to production.
    DB_CLM_Ready_PushToProd.png

Production stage

  • The Production stage helps you view the Whatfix content that is published for your end users. In case you no longer want your end users to see particular content, you can move the content to the Draft stage using the Remove from production.
    DB_CLM_Prod_RemoveFromProd.png

  • You get an option to edit Whatfix content in the Draft stage while the content is still in the Production stage available for your end users. To edit a content or widget that is already in Production, click Edit in draft.

  • Whatfix creates a new version of the same content or widget in the Draft stage for you to edit and update by pushing it to production again. Your end users continue to see the current version of the content. For more information, see Content versioning.

  • You can perform the following actions on Whatfix content in the Production stage:

    • Edit the content that is in the Production stage
    • Move the content back to the Draft stage
Stage Actions
Draft
  • Create or Edit Whatfix Content and widgets
  • View and Edit content or widgets created using the Whatfix Studio
  • Move content or widgets to the Ready stage for review
Ready
  • Review content and widgets
  • Test content or widgets on your application's development environment
  • Push content or widgets to the Production stage to make them live on your application
Production
  • View content or widgets that are live to your end users
  • Send content back to the Draft stage to remove it from the application
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