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Search Scope of a Self Help segment
  • 02 Jul 2024
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Search Scope of a Self Help segment

  • Updated On 02 Jul 2024
  • 1 Minute To Read
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Article summary

The Search Scope of a Self Help segment determines what content appears in the search results in Explorer for that segment.

sh_search_scope

You can choose between two configuration options for the Search Scope of a particular Self Help segment:

  • All Flows: The search results include all content in Production. This option is chosen by default.
  • Tags: With the Tags option, you can provide a tag condition, that is, a combination of tags joined by the AND/OR operators. All content in Production that satisfy the tag condition appear in the search results of the segment.
    For more information on how conditions work, see How to use AND and OR conditions inside widget segments.
your title goes here

The content displayed to an end user also depends on the following:

  • Page tags: Content tagged with page tags shows only in the search results on the pages defined by those tags.
  • Role tags: Content tagged with role tags shows only to end users with the correct role.
  • Auto tags: When Smart Context is enabled, content tagged with an auto tag only shows in the search results on pages defined by the auto tag.

To configure Self Help's search to not consider Smart Context, contact support@whatfix.com.

Configure the Search Scope of a segment

Use the following steps to configure the Search Scope of a segment:

  1. On the Whatfix Guidance dashboard, click Widgets.
    db_widgets.png

  2. Click Self Help.
    db_widgets_sh.png

  1. Hover your cursor over Self Help segment you want to edit and then click the Edit icon.
    edit_self_help

  2. Under Set Rules, click Search Scope.
    click_search_scope.png

Set the Search Scope to All Flows Choose the All Flows option. This option is selected by default.

Set the Search Scope using Tags
  1. Choose the Tags option.
  2. Click + to add a tag to your tag condition.

  3. Type in the required tag or select it from the dropdown.
  4. Add any additional tags required and select either the AND or OR operators to join them.
  1. Click Save.
    sh_save.png
your title goes here

You must push your Self Help segment to Production for the Search Scope to be updated for your end users.

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