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Enable Multi-format Content Export
  • 10 Jan 2024
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Enable Multi-format Content Export

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Article Summary

Dashboard users can choose to export the On-premise deployment package with/without the multi-format content.

Use the following steps to export Multi-Format content:

  1. On the Whatfix Dashboard, move the content and widgets that you want to export from the Draft to the Ready stage.
    clm_db_send_to_ready

  2. In the Ready stage, click Push to Production.
    clm_db_p2p

  3. Review the changes on the summary pop-up, and then click Push to Production.
    CLM_push to production pop-up

  4. Go to the Production stage, and then click Export Production Package.
    CLM_EXPORT

  5. On the Choose Export Preference pop-up, click Data+Script or Data Only, depending on your preference.
    Choose export preference

your title goes here
  • Data Only: This option enables you to export only the Whatfix content and widgets. You can choose to export only the Data, when you've updated only one or two content units that do not impact the Whatfix Embed Script or Advanced Customization (AC) scripts.
  • Data+Script: This option enables you to export Whatfix content and widgets along with the Whatfix Embed Script, Advanced Customization (AC) scripts, etc. You can choose to export both Data and Script, when there is a product release with new features that impact the Embed Script or you've made changes to the AC code in your account.

  1. Click Export.
    CLM_click export
Note

To export the multi-format content, select the Include multi-format content checkbox.
RB_DB_Settings_export mark

Info

If you do not see the Export Production Package option, contact support@whatfix.com.

  1. An email with a link to download the content is sent to your registered email ID. Download the zip file.
    CLM_Export_email1
your title goes here
  • Once you have downloaded the package, remember to replace the source URL of all the slideshows and articles with the server path where whatfix.com folder is hosted.

  • If the multi-format option is not selected, the export package does not contain the following:

    • Slideshow (images are not present)
    • Articles
  • This option is NOT selectable when the Flows in the Self Help are configured to launch as Slideshows.


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