Contents x
- Whatfix Web Overview
- Whatfix Administration
- Whatfix Platform Status
- User Management
- Security and Compatibility
- Deployment - Data Security, Performance and Vulnerabilities
- Whatfix Security Overview
- Security Considerations on the Whatfix Authoring Platform
- Enforce Password Policies
- Whatfix Single Sign On
- Understand Whatfix's Local Storage and Session Storage keys
- Browser Compatibility
- End-user authentication
- Whatfix Service Level Agreement (SLA)
- Accessibility
- Create Whatfix Content
- Create a copy of Whatfix content
- Publish Whatfix Content
- Create a copy of Whatfix Widget
- In-app Content
- Flows
- What are Flows?
- Create a Flow
- Preview a Flow
- Use the Whatfix Rich Text Editor
- Insert an Audio Clip in a Flow Step
- Insert an image in a Flow step
- Insert a video in a Flow step
- Define step completion rules
- Enable Spotlight feature
- Copy Flow steps
- Insert a step after Flow creation
- Reselect Elements to manage UI changes
- Flow Automation
- Display Rules for showing tooltips
- Change the Flow tooltip position
- Customize a Flow
- Create a copy of a Flow
- Hide sensitive information from Flow images
- Define a step as optional
- Change the design of the tool tip
- Delete a step in a Flow
- Show information as a Pop-up before running Flows
- Change the source URL of a Flow
- Link two Flows
- Edit a Flow
- What is See Live?
- Trigger a Flow using User Actions
- Configure the Flow Automation Pop-up
- Configure the end message of a Flow
- Disable the End message of a Flow
- Disable Star rating Feedback
- Delete a Flow
- Back button for Flow help tips
- Move a step in a Flow
- How can I handle Flow closures?
- Flow Closure Feedback
- How can I access Flow Closure Feedback Report?
- Resume a Flow after closing it
- How can I edit Whatfix content and widgets?
- Branching in a Flow
- Always start a Flow from step 1
- Create a Flow
- Smart Tips
- What are Smart Tips?
- Create Smart Tips
- Select multiple elements for showing Smart Tips
- Customize the i icon for Smart Tips
- Use custom icons for Smart Tips
- Data Validation using Smart Tips
- Display Rules for Showing Smart Tips
- Preview Smart Tips
- Configure the appearance of Smart Tips
- Smart Tips Customization
- Delete Smart Tips
- Remove a Smart Tip Segment from Production stage
- Create a copy of a Smart Tip
- Add a Survey to a Smart Tip
- Add a Smart Tip to an Existing Smart Tip Collection
- Add a Video to a Smart Tip
- Auto Tip Execution
- Data entry automation
- Trigger a Smart Tip using a User action
- Trigger a Smart Tip based on User input
- Link a Flow to a Smart Tip
- Edit Smart Tips
- Reselect Smart Tip Elements to Manage UI Changes
- Smart Tips PDF Export
- Beacons
- What are Beacons?
- Create a Beacon
- Link a Flow to a Beacon
- Add multimedia content to a Beacon
- Create a copy of a Beacon
- Customize a Beacon
- Use custom icons for Beacons
- Refresh a Beacon Segment
- Schedule a Beacon
- Delete a Beacon
- Remove a Beacon Segment from Production
- Add a Beacon to an existing Beacon Collection
- Preview a Beacon
- Attach a flow, video, or link to a Beacon
- Add a Survey to a Beacon
- Reselect Beacon Elements to Manage UI Changes
- Edit Beacons
- Pop-ups
- What are Whatfix Pop-ups?
- Pop-up Visual Editor
- Create a Pop-up
- Create a Carousel Pop-up
- Edit a Pop-up
- Add Rich Text content inside a Pop-up
- Insert an Image in a Pop-up
- Resize a Pop-up using the Visual Editor
- Schedule a Pop-up
- Trigger a Flow using the Pop-up Visual Editor
- Attach URL to a Pop-up
- Preview pop-ups
- Translate Pop-ups in multiple languages
- Disable a Pop-up
- Delete Pop-up
- Create a copy of a Pop-up
- Choose the Pop-up template
- Customize the Pop-up templates using Visual Editor
- Embed Videos in Pop-ups
- Embed a video in a Pop-up using the URL
- Embed a YouTube video using the URL
- Embed a Vimeo video using embed code
- Embed a Wistia video using URL
- Embed a video hosted on Google Drive in a Pop-up
- Embed a Vidyard video using Embed code using the URL
- Embed a OneDrive video using Embed code
- Embed a Dropbox video using Embed code
- Embed a SharePoint or Microsoft Stream video using Embed code
- Survey
- What are Surveys?
- Create a Survey
- Create a Usability survey
- Create an NPS survey
- Preview a Survey
- Question Types in Surveys
- Understand the Conditions for different question types in Survey
- Schedule a Survey
- Edit a Survey
- Use CSS for Survey Customization
- Delete a Survey question
- Copy a Survey question
- Create a copy of an existing Survey
- Survey Analytics
- Download Survey Report
- Translate a Survey
- Translate Custom Labels of Survey
- Share a Survey
- Share a Public Survey
- Add a Survey as a Link to your Whatfix Dashboard
- Create a Quiz
- Survey Personalization
- Flows
- Edit Whatfix content or widget in Production stage
- Static Content
- Export content/widgets list data on the Dashboard
- Improve Element Selection using Visual Cues
- Push all Whatfix content and widgets to Production
- Visibility and Display Rule Conditions
- Supported Operators for Visibility and Display Rules
- Group Visibility Rules using And and OR conditions
- URL Properties as Visibility Rules
- Other Element Is condition as a Visibility Rule
- Window Variables as Visibility Rules
- Attributes as Visibility Rules
- Selected Element conditions as Visibility Rules
- User Actions as a Visibility Rule
- Tags as Visibility Rules
- Launcher as a Visibility Rule
- Action Element conditions as Display Rules
- Multi Format Outputs
- Translations
- Introduction to Whatfix content translation
- Enhanced Translation Experience
- Add a new language for translation
- Languages supported by Whatfix
- Translate Whatfix Content
- Translation Status
- Custom Translation Tool
- Enable Whatfix to detect the language of my app
- Rename custom labels in Whatfix
- List of labels in Whatfix
- Translate Custom Labels
- Change the primary language for auto-translating content
- Content Archival
- Preview Whatfix Content
- How to use Preview mode to review content?
- How to use Preview mode to review content?
- Use Preview Extension to Test Whatfix Content
- Frequently Asked Questions (FAQs) about Preview Extension
- Install and use the Whatfix Preview extension in Google Chrome
- Download Whatfix Preview extension using Whatfix Studio
- Configure Whatfix Content
- Configure Style and Tooltips
- Advanced Customization
- Customize fonts in Whatfix content or widgets
- Configure Global Settings using Technical Configurations
- Reduce GA Payload
- Set a Proxy Domain
- Capture Elements from Composed Path
- Improve Smart Detect Performance
- Adjust Whatfix Content when Body Position is Relative
- Configure Mutation Observer
- Set Mutation Throttle Interval
- Evaluate Elements that are Hidden by Scroll
- Capture the Text of an Element using innerText()
- Evaluate Application as a Single Page
- Configure Global Settings for Tooltips and User Actions
- Set Z-Index for Whatfix Content
- Hide Flow Tooltip when Selected Element is Out of View
- Set Closing Retries for Flows
- Delay State Clearance for Flows
- Manage Cross Domain Flows
- Manage Cross Sub-Domain Flows
- Ignore Scroll on Application Body for Flows
- Display Message on Close for Flows
- Set Step Timeout Duration for Flows
- Authenticate Self Help Repository Content using JWT Token
- Disable Self Help Search History Popup
- Disable Self Help Search Suggestions
- Change where the Self help Live Chat Opens
- Configure Extended Load Time for Smart Tips in an Iframe
- Disregard Application Attributes during Mutations
- Hide Smart Tips when Selected Element is Out of View
- Configure User and Locale identification rules
- Icon Library
- Organize Whatfix Content
- Segmentation
- Self Help
- What is Self Help?
- Create a Self Help Segment
- Add a Link to Self Help
- Add a Video to Self Help
- Add a Flow to Self Help
- Add Articles to Self Help
- Add a PDF to Self Help
- Add a Survey to Self Help
- Self Help groups
- Understand how Search Works in Self Help
- Self Help User Experience
- Help Users Find Content in Self Help using Keywords
- Search Scope of a Self Help segment
- Configure Self Help
- Create a copy of Self Help
- Add an icon to Self Help
- Reposition the Self Help Widget
- Reorder content in Self Help or Task List
- Animate the Self Help Tab
- Configure how Users Interact with Self Help Content
- Integrate Ticketing in Self Help
- Integrate Email Support in Self Help
- Enable live chat when Self Help search result is empty
- Customize the "No Results Found" Text in Self Help
- End-user feedback in Self Help
- Disable end-user feedback in Self Help
- Search Feedback in Self Help
- Personalization in Self Help
- Understand the Eligibility Criteria for Personalization
- Enable or Disable Personalization
- Personalize Nudges in Self Help
- Preview Self Help
- New Content Notification in Self Help
- Maximize Self Help
- Understand the Icons Used in Self Help
- Remove Content from Self Help
- Disable Self Help
- Delete Self Help
- QuickRead - Summarized Answers in Self Help
- Task List
- What is a Task List?
- Create a Task List segment
- Add a video to Task List
- Add a Link to a Task List
- Add a PDF to Task List
- Add an Article to Task List
- Add a Flow to Task List
- Add a Survey to a Task List
- Group content in a Task list
- Add New Content to an Existing Task List
- Configure Task List
- Create a copy of Task List
- Nudge users to complete the Task List
- Schedule the Task List segment
- Reposition the Task List Widget
- Preview Task List
- Understand Task List Limits
- Disable the Task list
- Delete Task List
- Launcher
- What are Launchers?
- Create a Launcher
- Customize a Launcher
- Use custom icons for Launcher
- Get Launcher analytics using Product Analytics
- Remove a Launcher segment from Production
- Add a Launcher to an existing collection
- Add a Survey to a Launcher
- Preview a Launcher
- Reselect Launcher elements to manage UI changes
- Edit a Launcher
- Create a copy of a Launcher
- Launcher as a Visibility Rule
- Other Configurations
- Deploy Whatfix Content
- Choose a Delivery method
- Use JavaScript to deliver your content
- Use JavaScript code to show Whatfix content
- Salesforce Integration
- Integrate Whatfix with ServiceNow using JavaScript
- Integrate Whatfix with Microsoft Dynamics using JavaScript
- Integrate Whatfix with PeopleSoft using JavaScript
- Integrate Whatfix with Google Tag Manager using JavaScript
- Integrate Whatfix with SAP SuccessFactors using JavaScript
- Switch from Browser Extension to JS Embed for SAP SuccessFactors
- Use Browser Extension to deliver your content
- Integrate Whatfix using Browser Extension
- Manage Extensions on the Whatfix Dashboard
- Set up the Whatfix Store Extension
- Deploy extension to individual user
- Mass deployment of the Browser Extension
- Install Whatfix Chrome extension from a ZIP file
- Install Whatfix Safari extension from a ZIP file
- Use One-click Extensions on Internet Explorer
- Single Installer for Whatfix Extensions
- Enable Extensions for Applications with Self-Hosted Deployment
- Use JavaScript to deliver your content
- Choose a Deployment method
- Plan Content Release
- Deploy Whatfix extensions on Apple devices
- Choose a Delivery method
- Test Whatfix Content
- Content Aggregation
- View Content Repository links on the Dashboard
- SharePoint Integration
- Content Repository Actions
- OneDrive Integration
- Delete a Content Repository
- ServiceNow Integration
- Add Repository Content to Self Help
- Freshservice Integration
- Change the Sync Frequency of a Repository Integration
- Confluence Repository Integration
- Repository Integration Status Report
- Salesforce Integration
- Understand Repository Integration Status
- Sharefile Integration
- FreshDesk Integration
- Zendesk Integration
- Seismic Integration
- Custom Repository Integration
- Integration Hub
- Integration Hub Overview
- Amplitude Integration
- Bullhorn Integration
- Confluence Integration
- FullStory Integration
- SuccessFactors Integration
- Google Analytics Integration
- Quantum Metric Integration
- Whatfix Integration- Auto PDF creation of Flows
- Google Sheets Integration
- Power BI Integration
- Workday Integration
- Salesforce Einstein (Tableau CRM) Integration
- Microsoft Azure Active Directory Integration
- Oracle Fusion Integration
- ServiceNow Integration
- Microsoft Forms Pro or Microsoft Dynamics 365 Customer Voice Integration
- Microsoft Excel Integration
- Heap Integration
- Scheduling an Integration
- SurveyMonkey Integration
- Enterprise Attributes for content segmentation
- Salesforce Survey Integration
- Salesforce Lightning Integration
- Third Party Integrations
- Guidance Analytics
- Whatfix Analytics
- Enable Whatfix Analytics to capture engagement data
- Enable Whatfix Analytics for Self-hosted Mode
- Analytics Summary
- Survey Analytics
- Get Qualitative analysis summary for Surveys
- Task List Analytics
- Pop-up Analytics
- Flow Analytics
- Smart Tips Analytics
- Self Help Analytics
- Beacon Analytics
- Analytics Filters - Domain Filter
- Get Analytics Data across CLM Stages
- Download Unique Users and Engagement data
- Understand the Unique Users and Engagement data
- Download Analytics Reports for the Task List
- Understand the Task List Analytics Report Data
- Understand Flow exits
- Identify unique users in Whatfix Analytics
- Summary Pop-ups for Push to Production
- Extension Install Analytics
- Download Analytics Summary Report
- Audit Logs captured by Whatfix
- Data captured by Whatfix Analytics (EU Data Centers)
- Data captured by Whatfix Analytics
- Custom Analytics
- Google Analytics
- Whatfix Analytics
- Product Analytics
- Whatfix Comments
- FAQs
- Account Administration
- Compliance and Security
- Can I show a warning message when users visit a non-whitelisted domain?
- Does running Whatfix content impact my application performance?
- Does the Whatfix JavaScript conflict with my application's JavaScripts?
- Does Whatfix capture First Party Cookies?
- Does Whatfix Guidance analytics look at my end user data?
- How can I measure the ROI on Whatfix?
- How can I unlock my Whatfix account?
- How long does it take for Whatfix session to timeout?
- How secure is Whatfix?
- What are the supported protocols in Whatfix Studio?
- What data is captured by Whatfix's Product Analytics?
- When do Whatfix Updates happen?
- How does Whatfix handle security monitoring and logging?
- Accessibility
- CLM Dashboard
- Can I bulk invite Users to the dashboard?
- Can I edit Whatfix Content/Widgets in the Draft Stage while a version is still in the Production Stage?
- Can I preview Content/Widgets that are in the Draft Stage?
- How to activate or inactivate Whatfix content?
- How to activate or inactivate Whatfix widgets?
- How to recover deleted content from the Dashboard?
- How to see the Visibility Rules associated with an existing Tag?
- How to remove Contents or Widgets from a folder?
- Should I do a Push to production for any content changes?
- What reports can be generated using the Whatfix Dashboard?
- Whatfix Content
- Content Archival FAQs
- Are Archived content and widgets part of the Export Production Package?
- How does archiving affect analytics?
- How does archiving affect translations?
- How does archiving Flows affect Auto Testing?
- What happens if I archive content or widgets that are linked to other content and widgets?
- What happens to Archived content and widgets when a user is deleted?
- What happens to the tags of Archived content?
- General
- Can I use both US and EU Studio Editors simultaneously?
- Can Whatfix capture the CSS selector of an element?
- Can Whatfix flows work across pages and popups?
- Does Integration Hub support pagination?
- Does Whatfix support single-page applications?
- Does the Summary Pop-up feature inactivated content?
- Do widget occurrences get exhausted if you preview them?
- How do I drive Whatfix Help Content Adoption?
- How does Whatfix display content on my application?
- How often are integrations run?
- How to add and re-order Visibility Rule conditions?
- How to copy a widget segment?
- How to delete tags?
- How to find the ID of a Static content?
- How to get a certification in Whatfix?
- How to remove tags from Whatfix content?
- Use Advanced Search on the Whatfix Dashboard
- What are In-app Created Content and Static Content?
- What happens when the Auto Tags are renamed manually?
- What is the difference between deleting and disabling a widget
- What is Smart Context?
- Who creates content on Whatfix?
- Does a Smart Tip disappear when I scroll away from the selected element?
- Beacons
- Flows
- Can Whatfix create content across applications?
- Does updating the original Flow steps update the copied steps?
- How do I change the color of the back button?
- How do I find the Flow ID?
- How to disable the back button in Flow steps?
- How to find the TAG ID of a TAG?
- How to link two Flows using the Quick Insert button?
- How to remove the See Live in a slideshow?
- How to select an element when there are multiple options?
- What is the difference between Selected Element and Other Element?
- What are the maximum character limits for Whatfix content? New
- What is the maximum character limit for a Flow Title?
- What is the maximum character limit for Describe the Step action of a Flow?
- What is the maximum character limit for Flow Description?
- What is the maximum character limit for Purpose of the tip
- What is the maximum character limit for the Flow End Message pop-up?
- Where does Whatfix host content created for my application?
- Why do I get a Flow Failure email when the Flow is running properly?
- Pop-Ups
- Can end users navigate between two Flows in a Pop-up?
- Can end users permanently close a Pop-up?
- Can end users resize the Pop-up?
- Can I use the existing Pop-up templates for Flow as Pop-up feature?
- Can I switch between templates after creating a Pop-up?
- How to display pop-ups based on user roles?
- What is the maximum size of the image that can be added to a Pop-up?
- What is the Maximum Upload Limit for Images and Videos in the Pop-up?
- This content is blocked. Contact the site owner to fix the issue.
- Visual Editor
- Multi format
- Can I change the default language for Voiceovers?
- How do I ensure high quality Whatfix videos?
- How to upload video for an unpublished Flow?
- How to use full size images in article slideshows?
- What are the video platforms supported by Whatfix?
- What happens to my Youtube/Vimeo content after I discontinue my Whatfix account?
- When are Flows converted to videos and uploaded?
- Launchers
- LMS
- Can I Configure my LRS with Whatfix?
- Can we Change the Order in which the Courses are displayed?
- Can Whatfix Courses be added to existing LMS Modules?
- How do I add Whatfix Content to the LMS?
- What are the Benefits of using Whatfix Content in LMS?
- What Content Types can be displayed in the LMS?
- What do the SCORM and xAPI packages contain? Where does this Content come from?
- What LMS tools does Whatfix Support?
- Content Archival FAQs
- Whatfix Widgets
- Self Help
- How can I display my existing Repository content using Whatfix?
- How many groups can I create in Self Help?
- How to capture user search terms in the Self Help widget?
- How to display specific content in Self Help across all pages?
- How to remove content from Self Help?
- Which content types does Self Help do a deep search on?
- What is the difference between Self Help and Hub?
- QuickRead
- Can I test QuickRead before pushing it to Production?
- Can QuickRead be enabled for a specific Self Help segment?
- Does feedback on QuickRead responses affect future responses?
- Does QuickRead work with authenticated KBs?
- Does Quickread support tables within PDFs?
- Does the query have to be a question to get a QuickRead response?
- Does QuickRead support authenticated repositories?
- How do we ensure data security and privacy of customers when using QuickRead?
- Is QuickRead compatible with accessibility features?
- Is Smart context applicable to QuickRead?
- Which Whatfix content is included as sources in for QuickRead?
- Which languages does QuickRead support?
- What are some of the language models (LLMs) predominantly used by Whatfix?
- What are the best practices Whatfix follows for Responsible AI?
- Why do I see a tooltip in the Self Help widget?
- Improved Self Help
- Task List
- Self Help
- Translation
- Can multi format outputs be displayed in different languages?
- How do I translate Whatfix content?
- What does it mean when translation is out of date?
- What does it mean when translation is out of sync?
- What happens to the Translated Content/Widget when the original Content/Widget is moved across the Stages?
- What is the default language used to create content on Whatfix?
- Why is there a yellow exclamation mark next to my content in the translation?
- Why can't I auto-translate multiple content?
- Language Support
- Deployment and Content Delivery
- Are the browser extensions auto-updated in Extension mode of deployment?
- Can I move contents/widgets that are attached to another content/widget across stages?
- Can we use Whatfix extension on iOS or iPad browsers?
- Can Whatfix work with iFrame applications?
- Does the end user of my application need to install browser extensions?
- Does Whatfix support both on-premise and cloud deployments?
- Does Whatfix work with Chatbots?
- Does Whatfix work with on-premise products that might not have an internet connection?
- How can I remove the Whatfix browser extension?
- How does Preview Mode differ from See Live and Launch live edit?
- How does Whatfix know who the user is and when to stop displaying the enablement?
- How is the browser extension updated?
- How long does it take for Whatfix content to go live?
- What applications does Whatfix work on?
- What are the differences between various types of deployment methods?
- What are the different kinds of Whatfix extensions in use?
- What are the minimum system requirements to use Whatfix?
- What are the trusted Whatfix domains to whitelist?
- What happens if I do not add conditions inside the Map Stages section?
- What is the difference between Self Hosted and On-premise deployment models?
- What is the purpose of Whatfix custom browser extension?
- Which browsers does Whatfix support?
- Why is the Update button disabled on my browser extension?
- Does Whatfix work on Arc browser?
- Auto Testing
- Can I edit a scheduled Test Case?
- Can I run Test Suites for specific roles?
- Can I run a Test Case without adding it to a Test Suite?
- Can we auto-record Test Cases for existing Flows?
- Can we schedule the Auto Testing?
- Can we test Flows that require manual user input?
- Can we test existing Flows?
- Can we test new Flows?
- Does Auto Testing support customized Salesforce modules?
- Does Auto Testing work on applications that require OTP & VPN for login?
- Does editing a Flow edit the corresponding Test Case?
- Does editing a Test Case edit the corresponding Flow?
- How can I check if Auto Testing fits my Salesforce/ Custom application?
- How do we create Test Cases for the existing content once Auto Testing is enabled?
- How do we get the Auto testing report?
- How does Auto Testing work on the CLM Dashboard?
- How frequently can I run a Test Suite?
- How long does it take to get the Auto testing report?
- What is a Test Suite?
- Which browsers are supported by Auto Testing?
- Content Aggregation
- Can I integrate a repository with dynamic URLs?
- Can repository content be displayed contextually?
- Can we crawl a repository that has dynamic URLs?
- Can Whatfix Fetch Repository Content in Other Languages?
- Does Repository Integration Work with Export Mode of Deployment?
- Does Whatfix fetch all the information present in the Repository?
- How does Whatfix crawl content from our content repository?
- How long does it take to integrate a repository?
- How long does Whatfix store the Repository post Contract Termination?
- How many repositories can I integrate with Whatfix?
- How many links can I crawl in a repository?
- How often does Whatfix Sync the Content with our Repository?
- How to Prevent Certain Articles from Getting Crawled?
- Is the Content fetched from the Repository Encrypted?
- What are the Requirements to Integrate Whatfix with a Content Repository?
- What repositories can Whatfix integrate with?
- What type of Repository content can be integrated with Whatfix?
- Where is the Integrated Content Stored?
- Integrations
- Analytics
- Can Analytics be disabled?
- Do I need to create User Actions on all domains of my application?
- How can I visualize Analytics data in my timezone?
- How do I receive Flow failure notification Email?
- How do I see Flow Failure information on the Dashboard?
- How does User Action work on the CLM dashboard?
- How is Effectiveness of Flows Played from Self Help calculated?
- How is the Average Time calculated in a Funnel?
- How to disable Analytics on specific domains?
- How to exclude analytics data from testing environment?
- How to use the same Google Analytics account in two or more Whatfix accounts?
- What actions are considered as engagement in Analytics?
- What do the No. of Times Flow Played and Flow Completion Rate mean?
- When is the Analytics data updated every day?
- What is the difference between Failed and Exited in Whatfix Flow Analytics?
- Why are there unsuccessful search terms in the Analytics even when content is present?
- New Guidance Analytics Dashboard experience
- Troubleshooting
- Guidance Analytics
- Beacon
- Dashboard
- Cannot see content created on Dashboard
- Cannot see Widget section on dashboard
- Error: Maximum number of segments reached
- Error: Only videos of mp4 format are accepted
- Error: Problem loading content. Check your internet connection and try again.
- Error: This domain is not supported for your enterprise
- Publish Changes button does not appear
- Push to production button does not appear
- Unable to see the Embed option for Whatfix content
- Unable to delete content or widget
- Unable to download Whatfix content from the Dashboard
- Unable to invite users to Whatfix Dashboard
- Unable to move a content/widget alone across stages
- Unable to see Drag and drop or Browse option
- Users do not receive invite to Dashboard
- Why are the moved Content and Widgets disabled?
- Add Icon Button disabled for custom icons
- Icons added to the Icon Library does not appear in Studio
- Flow
- Flow launches as a slideshow in Self Help
- Error 1003: Direct IP access not allowed
- Error: Access denied
- Flow could not detect the element for the next step
- Flow does not run correctly
- Flow Failure Reason - CSS Selector failed
- Flow Failure Reason - Display rules failed
- Flow Failure Reason - Element could not be found
- Flow Failure Reason - Original element missing
- Flow Failure Reason - Step not created
- Flow steps skip while you run the Flow
- Flow tooltip flickers or appears at different position
- Flow tooltip theme changes when triggered using the URL embed format
- Optional step does not work
- Recover a deleted Flow
- Unable to access Slideshow as a link in a new tab
- Unable to Black Out Sensitive Information on an existing Flow
- Unable to capture values from a drop-down menu
- Unable to select an element in a drop-down menu
- Unable to select element while creating Flows
- Branching in Flows
- Studio
- Whatfix Studio Plugin not visible on Chrome
- Error: Email address does not belong to this enterprise
- Error: java.lang.Exception: 401: Server authentication required
- Error: The euaddons.whatfix.com page can't be found
- Preview mode not working on Salesforce Lightning
- Technical error in Studio due to which Restart Studio button keeps appearing
- Unable to install Whatfix Studio on Chrome
- Unable to see the Install Studio banner
- Whatfix Studio does not work properly
- Save button does not appear in Whatfix Studio
- Error: Could not establish connection. Receiving end does not exist
- Smart Tips
- Auto tip execution does not work in Smart Tips
- Smart Tip appears in an incorrect position
- Smart Tips appear randomly
- Smart Tips displaying i icon instead of the tip.
- Smart Tip overlapping with the elements of the underlying application
- Smart Tips segment does not appear in your application
- Smart Tip widget is auto created in your application
- Smart Tip does not appear based on the set Triggers
- Launchers
- Miscellaneous Issues
- Widgets don't appear when the user visits the page
- Clear Browser Cache
- Error: HTTP Status 500 - Internal Server Error
- Image icons break for Smart Tips
- Issues with Positioning Whatfix Content
- Unable to Add a Tag to Content
- Unable to use Unordered list formatting
- Widgets shown indefinitely despite set occurrence
- Content or Widgets are Hidden behind Application Elements
- Content does not appear on my application
- Multi-format Outputs
- Pop-up
- Error: Upload limit reached. Please contact support
- Pop-up continues to appear even after occurrence is exhausted
- Pop-up does not appear on the application
- Pop-up Images/Videos do not appear to end users
- Pop-up with Flow attached appears only once
- Unable to preview Pop-up
- Unable to remove Whatfix logo from a Pop-up
- Self Help
- Task List
- Translation
- Auto Translate is not supported for Spanish - Mexican (es-MX)
- Language file translation status showing out of date after translation
- Translate all button is disabled
- Translated content not showing to users
- Unable to translate content
- Voiceover for the Flows are not translated
- Yellow exclamation mark in translated content UI
- Browser Extension
- Content Aggregation
- Auto Testing
- Third Party Integrations
- Enterprise Insights
- Best Practices
- Guidance Analytics Best Practices
- Beacons Best Practices
- Common Best Practices
- Content Governance Best Practices
- Content Aggregation Best Practices
- Smart Tips Best Practices
- Pop-ups Best Practices
- Pushing Content to Production Best Practices
- Launchers Best Practices
- Flows Best Practices
- Self Help Best Practices
- Studio Best Practices
- Task Lists Best Practices
- Tooltips Best Practices
- Visibility Rules Best Practices
- Icon Library Best Practices
- Contact Support
- Developer API
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Whatfix enables you to add a Flow to a Task List that helps you show content to your end users.
Here's a GIF of how a Flow clicked from Task List opens on your application.
Use the following steps to add a Flow to a Task List:
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On the Whatfix Guidance dashboard, click Widgets.
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Click Task lists.
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Go to the required Task List segment, and then click the Edit icon.
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Click Select.
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Set the filter to FLOW.
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Select the desired Flows, and then click Okay.
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Click Save.
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