Top
Customize how content opens from Explorer
  • 22 Jul 2025
  • 1 Minute To Read
  • Dark
    Light
  • PDF

Customize how content opens from Explorer

  • Dark
    Light
  • PDF

Article summary

Whatfix enables you to change the content consumption experience for PDFs, Links, and Flows in Explorer. The following are the default behaviors for these content types:

  • PDFs and links: Open in a new window in the same position Improved Self Help is located on your screen.
  • Flows: Execute on the same page you are on when you click the Flow.

Use the following steps to customize the content consumption experience in Explorer:

  1. On the Whatfix Guidance dashboard, click Style.
    ia_left%20nav_style

  2. Click Self Help.
    styles_sh.png

  1. Click Interaction.
    sh_style_interaction.png

Change the content consumption experience for PDFs and links

Find customization options in the Execute PDFs and Links accordion. Choose between the following two options:

  • On the same page: Opens in a new window in the selected position.
    sh_style_interaction_pdf_same_page.png

    Choose among the following position options for the new window:

    • Where self help is positioned: Opens in the same position as the Improved Self Help panel.
    • Right align: Opens on the right side of your screen.
    • Left Align: Opens on the left side of your screen.
    • Center Align: Opens in the center of your screen

    Additionally, choose the window size by clicking the dropdown below the selected position option.
    sh_pdf_window_size.png

  • On new page: Opens in a new tab.
    sh_style_pdf_new_page.png

Change the content consumption experience for Flows

Choose from the following Flow execution options:

  • On Same Page: Executes the Flow on the same page you clicked the Flow.
  • On New Page: Opens your current page in a new tab and executes the Flow there.
  • As Pop-up: Opens your Flow as a Carousel Pop-up.
  • As Slideshow: Opens your Flow as a slideshow.
    sh_style_execute_flows.png

Was this article helpful?

Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.