Use Advanced Search on the Whatfix Dashboard

All the content that you or anyone from your organization authors is available on the Whatfix Guidance dashboard. However, locating specific pieces of content might prove challenging as you create more items. In such cases, use Advanced Search. Advanced Search helps you narrow down the results based on search queries and filters. Filter content by author, tag, or content type.

Use the following steps to find specific content:

On the Whatfix Guidance dashboard, click the Advanced Search field at the top of the page.
Enter the title of the content you're looking for.

Note:

The Search field auto-suggests possible results as a search term is entered.
The search result is also retained across all stages.

To apply additional filters such as Content Type, Users, and Tags, click Filter.
To find all the content relevant to your search criteria, click Apply Filters.

Note:

The search term is optional.
The search field usually displays all the possible types of content that have the keyword(s) that you enter. For instance, if you search for the keyword Flows, you can see a mix of suggestions, which include Flows and any other content that has the word Flows mentioned in it.
Apply filters without a search term and get relevant results based only on the selected filters as shown in the following image. The search uses an OR criteria within a filter and an AND criteria between filters.
This search lists all content that is a Video, Smart Tip OR Flow AND has the 'extension' OR 'LinkedIn' tags.
The filtered content is retained across all stages on the dashboard.

Info:

Quick search examines only the title and auto-populates results.
Flows are always displayed before other content.
Tags that use the search keyword are displayed at the end of the search results along with the number of content units using particular tags.
When a filter is applied, quick results for Tags or Users are not displayed.

Use Advanced Search on the Whatfix Dashboard

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