Manage Groups in Explorer

• Introduction to Groups
• Create and add content to a group
• Remove a Group
• Edit a Group

Introduction to Groups

Organize content within Explorer into folders by creating groups in your Self Help segments.

Groups are collections of content within the Self Help segment. End users can click the folder in the Explorer to view the content inside it.

Whatfix enables you to create a group inside another group, called a nested group. Up to 2 levels of groups can exist in a Self Help segment.

The way you group content depends on your requirements. However, the following are some ideas for grouping content:

• By topic: Group together content related to the same subject. For instance, all content about a specific feature in your application could be in a single group.
• By content type: Create separate groups for Flows, links, articles, and more.
• By difficulty: If your content varies in complexity, consider creating groups such as Beginner, Intermediate, and Advanced to cater to different proficiency levels.

Create and add content to a group

There are several methods to create a group and add content to it. Start by going to the Self Help segment where you want to include the group.

Create a new empty group

Info:

Empty groups do not display to end users. Once you create a new empty group, add content to the group for end users to see.

1. Click Create.
   

2. Select Group using the dropdown.
   

3. Enter a Name for your group.
   

Info:

Nest your group inside another group by selecting the Nest under an existing group checkbox, and then selecting the group in which you want to nest it.

4. Click Create.
   

Add selected content to a new group

1. Select the content you want to add to your new group.
   

2. Click + Create group.
   

3. Enter a Name for your group.
   

Info:

Nest your group inside another group by selecting the Nest under an existing group checkbox, and then selecting the group in which you want to nest it.

4. Click Create.
   

Add content to an existing group

Add content to an existing group in your Self Help segment:

1. Hover over the group to which you want to add content, and then click the Add content icon.
   

2. Select the content you want to add to the group.
   

3. Click Okay.
   

Move content in your Self Help segment into an existing group:

1. Select the content you want to add to your new group.
   

2. Click Move to existing group.
   

3. Select the group into which you want to move the content.
   

4. Click Move Content.
   

Drag and drop content inside existing groups

Drag content to the top of a group and then drop it to add it to that group.

Info:

There is no limit to the amount of content you can add to a group in a Self Help segment.

---

Remove a group

To remove a group, use the following ways:

• Select the group you want to remove, and then click Remove.
  

• Hover your cursor over the group you want to remove, and then click the Remove icon.
  

Removing groups works differently based on how content was added:

• If you have added content from the Library, removing a group also removes the content and nested groups inside the group.
• If you have added content using tags, removing a group does not remove the content inside the group.
• If you have enabled the toggle to add all existing and future content, removing a group does not remove the content inside the group.

---

Edit a group

To edit a group, use the following ways:

1. To edit a group, hover over the group you want to edit, and then click the Edit icon.
   

2. Rename the group and nest it under an existing group.