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Add tags to Repository Content in Self Help
  • 06 May 2025
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Add tags to Repository Content in Self Help

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Article summary

Adding tags to repository content makes the content available to search in Self Help. When you associate a tag with a repository, Whatfix adds the tag to the entire content fetched from the repository and also to the content added later.

Although all the content fetched has a default tag attached to it, in some cases, you may want to add another tag to the entire content. For example, if Smart Context is enabled, you must add the global-page tag to all the content fetched for it to appear in the Self Help widget. One of the most common reasons why content doesn't appear after the repository is crawled is that the relevant tag hasn't been added, and thus none of the content appears.

Note:

If your account has multiple Global tags, select the one with the highest value. For example, if the tags in your account are Global-Page, Global-Page_1, and Global-Page_2, content should be tagged with Global-Page_2. For more information on viewing the Global tags available in your account, see How can I view the Global tags created in my account?

Use the following steps to add tags:

  1. On the Whatfix Guidance dashboard, click Settings.
    ia_left_nav_settings

  2. Click Repositories.
    ia_left%20nav_repositories%20

  1. In the Integrated Repositories section, go to the repository to which you want to add the tag.
    CLM_repository_more_icon.png

  2. Under Action, click the more icon.
    RB_DB_CRclickellipsis

  3. Click View & Edit.
    RB_DB_CRclickviewedit

  4. On the dialog box, click Edit.
    RB_DB_repoclickedit1

  5. Click the tag section and select a tag from the list of tags available or manually enter the tag that you want to add.
    RB_DB_repoclicktagsection1

  6. Click Save.

Note:

Once you have associated a tag to the repository, use the tag to add Repository content to the Self Help widget. See, Add content to Widgets using Tags.


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