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Search Scope of a Self Help segment
  • 24 Jul 2025
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Search Scope of a Self Help segment

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Article summary

The Search Scope of a Self Help segment determines what content appears in the search results of the segment.

Info:

The search results can include the following content types:

  • Flows
  • Links
  • Repository Links
  • Images
  • PDFs
  • Videos
  • Articles

Choose between two configuration options for the Search Scope of a particular Self Help segment:

  • All Flows: The search results include all content in Production. This option is selected by default.
  • Tags: With the Tags option, you provide a tag condition, that is, a combination of Tags joined by the AND/OR operators. All content in Production that satisfies the tag condition appears in the search results of the segment.
    For more information on how conditions work, see How to use AND and OR conditions inside widget segments.
Note:

The content displayed to an end user also depends on the following:

  • Role tags: Content tagged with role tags appears only to end users with the correct role.

Search_Scope.gif


Configure the Search Scope of a segment

Use the following steps to configure the Search Scope of a segment:

  1. On the Whatfix Guidance dashboard, click Widgets.
    db_widgets.png

  2. Click Self Help.
    db_widgets_sh.png

  1. Click the Edit icon on the Self Help segment for which you want to edit the Search Scope.
    DB_Click_Edit_SH.png

  2. Under Set Rules, click Search Scope.
    click_search_scope.png

    Set the Search Scope to All flowsChoose the All flows option. This option is selected by default.

    Set the Search Scope using Tags
    1. Choose the Tags option.
    2. Click + to add a Tag to your Tag condition.

    3. Type in the required Tag or select it from the dropdown.
    4. Add any additional Tags required and select either the AND or OR operators to join them.
  3. Click Save.
    sh_save.png

    Note:

    You must push your Self Help segment to Production for the Search Scope to be updated for your end users.


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