Create a copy of a Launcher

Whatfix enables you to create a copy of a Launcher and modify it. If you want to use the same Launcher with minor modifications or display it to different users, create a copy and make it live for your end users. This helps you reuse the existing Launcher and eliminates the need to recreate it from scratch. You have the copy option across Draft, Ready, and Production stages of your content.

Note:

A copy of a Launcher can be created in both the Widget and Content sections on the Dashboard.

The Content section copy enables you to modify and customize the Launcher.
The Widget section copy enables you to edit visibility rules and incorporate Launchers into a collection.

Expand the following accordions for more details:

Make a copy of a Launcher in the Content section on the Dashboard

On the Whatfix Guidance dashboard, click Content.
Click Launchers.

Hover your cursor over the Launcher you want to copy and click the More icon.
Click Copy.
On the dialog box, click Copy.

Note:

The dialog box with the above message appears only for content that's in production. The copy is created in draft.
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The copy of the Whatfix content or widget is created with the title: Copy of <Content/Widget Title>.

Hover your cursor over the copied Launcher and click the Edit icon.
Click Launch live edit.
Once the Studio launches on the application, click the Launcher you want to edit.
Once you are done making adjustments to the Launcher on Studio, click Save Launcher.
Click Save.
Once you have configured the copied Launcher segment, in the Draft stage, select the segment using the checkbox, and then click Send to ready.
Go to the Ready stage, and then click Publish.

Note:

You must publish the copied Launcher segment from the Draft stage to the Production stage for it to appear on your application. This action does not replace the original widget in Production.

Make a copy of a Launcher in Widget section on the Dashboard

On the Whatfix Guidance dashboard, click Content.
Click Launchers.

Hover your cursor over the Launcher you want to copy and click the More icon.
Click Copy.

Note:

Whatfix content and widgets can be copied in Draft, Ready, and Production stages.
The copy of the Whatfix content or widget is created with the title: Copy of <Content/Widget Title>.

Hover your cursor over the copied Launcher and click the Edit icon.
Set the new Visibility Rules for your Launcher. For more information, see What's changed in the new Visibility Rules and Understand the new Visibility Rules for Widgets.
Once you have configured the copied Launcher segment, in the Draft stage, select the segment using the checkbox, and then click Send to Ready.
Navigate to the Ready stage, and then click Publish.

Note:

You must publish the copied Launcher segment from the Draft stage to the Production stage for it to appear on your application. This action does not replace the original widget in Production. For more information, see Publish Whatfix content and widgets.