Creating Role or Page based Tags
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Creating Role or Page based Tags

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You can use Tags to organize content on the Dashboard, add content in Widgets like Self Help and Task List, group multiple Visibility Rules and use the tag while configuring the Widget's Visibility Rules.

Use Cases

Organizing content using Tags

Organizing content can be used in multiple scenarios,

  • You can organize content based on categories, pages, project, differentiate between live and draft content, etc.
  • Differentiate Flows created for October and January release or UAT and Production by creating and associating respective Tags to the content.

You can associate multiple Tags to content.

To tag content,

  1. Navigate to the Whatfix Dashboard. 
  2. Select the contents you want to tag using the circular checkboxes at the top right corner of each tile. 
  3. Click the Manage Tags icon.
  4. In the popup, type the name of the tag and select from the list. 
  5. If the tag does not exist, type in the name of the tag and hit the Enter key to create a new tag.
  6. Click Done.
  7. After associating the Tag to the content, you can use the Filter option on the Dashboard to list content based on Tags. See, How can I find the content in Whatfix Dashboard?

Adding content to Widgets using Tags

You can add content to Self Help or Task List using Tags if you have associated the respective content with Tags.

To add content to Self Help or Task List using Tags,

  1. In the content adding screen, click the Select button.
  2. Click Select By Tags.
  3. Click the Plus icon.
  4. Select the tag from the dropdown.
  5. Click Okay.
  6. The content associated with the selected tag gets populated.

If you want to show content that has multiple tags associated to it then use the AND operator and select the tags.

If you want to show content that has at least any one of the respective tags then use the OR operator and select the tags.

Grouping Visibility Rules using Tags

If you use the same set of Visibility Rules repeatedly in Widgets then you can use Tags to group them. This way you can refer the Visibility Rules instead of defining them from scratch.

To group Visibility Rules,

  1. Navigate to the Whatfix Dashboard. 
  2. In the left panel, click Tags.
  3. On the top right, click Create Tag.
  4. Enter a name and description for the tag.
  5. Click the Category drop-down menu and select Page Tag or Role Tag depending on the type of Visibility Rules you're trying to group.
  6. Under Visibility Rules, enter the Visibility Rules you want to group.
  7. Click Create.
  8. Once done, you can directly use these Visibility Rules in Widgets using Tags as shown in the image below.
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