In Whatfix, content is organized into Widgets (such as Smart Tip Collections, Beacon Collections, or Pop-ups) and individual content pieces within those widgets (such as a single Smart Tip or a step in a Flow).
A Widget acts as a container that groups related content, while content refers to the individual items inside that container.
When configuring visibility in Whatfix, rules can be applied at two different levels:
Widget level
Content level
Understanding how these two types of rules work helps you control when, where, and to whom your content appears.
The following table outlines the difference between widget-level rules and content-level rules, along with examples:
Widget level rules | Content level rules |
|---|---|
Widget-level rules apply to the entire Widget or collection. When you set a rule at this level, every piece of content inside that Widget follows the same rule. If the rule is not met, none of the content in the Widget appears, regardless of any individual rules set on specific content pieces. | Content-level rules apply to a specific content piece within a collection, such as a single Smart Tip or a step in a Flow. These rules control only that content piece without affecting other content in the same collection. |
You can configure these rules from the Dashboard or Studio at the Widget level. | You can configure these rules from Studio during content creation or from the Dashboard while editing an individual content piece. |
Used to enforce consistent visibility conditions across all content in a Widget. These rules affect all content inside the Widget. | Used to apply specific conditions to individual content without changing the behavior of the entire Widget. These rules affect only the selected content piece. |
Use case example:
Consider that you are onboarding new sales reps in Salesforce. You have created a Smart Tip Collection called “Salesforce Opportunities” with four tips:
Tip 1: Enter Opportunity Name
Tip 2: Enter Account Name
Tip 3: Set the Close Date
Tip 4: Edit Opportunity Details
You want:
All four tips should appear only when the user is on the Opportunity detail page
Tip 4 should appear only when the “Edit” option is available on the page, since it is relevant only at that moment
How to configure the rules?
Rule Type | What you configure | Effect |
|---|---|---|
Widget-level rule on the Smart Tip collection: Salesforce Opportunities | URL Path contains
| All four tips (Tip 1, 2, 3, and 4) appear only on the Opportunity detail page. |
Content-level rule on Tip 4: Edit Opportunity details | Something on the application → Element → Select "Edit" button | Only Tip 4 is controlled by this additional rule. Tips 1, 2, and 3 are not affected. |
In this configuration, Tips 1, 2, and 3 appear as the user lands on the Opportunity page. Tip 4 appears on the same page, but only when the "Edit" option exists on the page.
What happens if there is a conflict between widget level rules and content level rules?
When both widget level and content level rules are applied, they are evaluated in sequence. If there is a conflict between the visibility rules defined at the Widget level and those defined for an individual step, Whatfix follows a prioritization order:
Widget-level rules are evaluated first
Content-level rules are evaluated next
How does this affect visibility?
If the Widget-level rule is not satisfied, the content does not appear at all, even if the content-level rule is satisfied
If the Widget-level rule is satisfied, the content is then checked against its content-level rule.
If the content-level rule is more restrictive, the content appears only when both conditions are met.