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

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Whatfix allows you to show different content to different users with the help of tags.

There are primarily three categories of tags:

  • Page tags
  • Role tags
  • Other tags

Page Tags

Page tags are used to segment content based on specific differences on the page. For example, you can create a page tag based on some part of the URL that is being displayed. This page tag, when associated with Whatfix content, can then ensure that specific content is displayed on Self Help when the condition (in this case a part of the defined URL) is fulfilled.

Creating a page tag is very similar to creating a role tag described below.

Role Tags

Role tags are used to segment content based on the user role that is defined during setting up of the system. For example, if your application has 3 roles, then you can associate a tag with each role, thus you will have to create 3 role tags.

Other Tags

This category is for all tags that do not fall in the above two types. Other tags are user created tags and don't include Default Tags in your Whatfix account.

Note
  • If you are introducing role tags to display certain content, all your content will need to have at least one role tag. Any content that you create that is not tagged is not displayed to your user.
    The way to do this is to create and use a generic role tag across all your content and then add the role-specific tags to restricted content. The generic role tag can be made visible
  • Information about the role has to be provided by your application so that Whatfix can read this information. Contact your CSM to know how this information can be parsed across.

To create a role tag:

  1. Navigate to the Whatfix Dashboard.
    gotoDashboard%20%282%29.png
  2. In the left panel, click Tags.
    dashboard_tags.png
  3. On the top right, click Create Tag.
    tags_createTag.png
  4. Enter a name and description for the tag.
    tags_name_Description.png
  5. Click the Category drop-down menu and select Role Tag.
    tags_roleTag.png
  6. Under Visibility Rules, select the desired criteria.
Note
  • We use the most commonly used criteria for a role tag - a window variable as an example. To understand other criteria, see Identifying conditions for showing tooltips.
  • Also, see Segmentation.
  • If the window variable is used, both the variable name and the possible values will need to be known before proceeding. If there are multiple values for a variable, multiple roles will need to be created.
    1. Select Window Variable
      tags_windowVariable.png
    2. Enter the variable name, select the operator, and then enter the variable value.
      tags_windowVariable_user_admin.png
    3. Click Create.
    Note
    If parsing role information is difficult, alternatively, you can identify and use elements on the page that are exclusive to a particular role. For example, if there is a tab that is visible only to admin users, then you can use that tab as the Other Element on Page variable.
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