---
title: "New Visibility Rules: Use Cases and Examples"
slug: "visibility-rules-use-cases"
updated: 2026-05-06T11:05:22Z
published: 2026-05-06T11:05:22Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.whatfix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# New Visibility Rules: Use Cases and Examples

This article provides real world examples of using the [New Visibility Rules](/studio/docs/understand-visibility-rules-20) to determine when, where, and to whom your content and widgets appear.

The following table lists common use cases, their function, and how each rule can be applied in real-world scenarios.

| Function | Use case | Rule used |
| --- | --- | --- |
| Show a Smart Tip when an error message appears | Consider an expense submission form. If a user enters an amount over $1,000, the application displays the error message: "Amount exceeds allowed limit." A Smart Tip can be configured to appear immediately alongside this message to guide the user on the correct action, such as suggesting they contact their manager or split the expense. | [Something on the application](/studio/docs/show-content-based-on-something-seen-on-the-app) |
| Trigger a Survey after a Flow completes | Your HR application requires new employees to complete a mandatory onboarding Flow on their first day. To gather timely feedback on the clarity and effectiveness of the guided steps, trigger a Whatfix Survey immediately after the Flow ends. This maximizes response rates while the experience is fresh in the employee's mind. | [Events related to Whatfix Content](/studio/docs/show-content-based-on-events-related-to-whatfix-content) → After the flow ends |
| Use a Window Variable to show a Beacon only to specific user roles | A reporting dashboard contains advanced controls (such as a "Manage Access" button) meant exclusively for Admin users. By checking a backend window variable, such as userRole, a Beacon can be configured to appear only for users whose role is "Admin," effectively highlighting the feature without cluttering the view for standard users. | [Window Variable](/studio/docs/show-content-based-on-something-seen-on-the-app) |
| Trigger a Pop-up when a user performs a specific action | In a document management system, users click the "Download Contract" button. Before the download starts, a Pop-up appears explaining mandatory compliance rules or legal disclaimers associated with downloading sensitive documents. | [User performing an action](/studio/docs/show-content-based-on-user-performing-an-action) |
| Show a Pop-up before a Flow starts | For a company's new employee onboarding process, a Flow guides them through setting up their HR profile. To prevent incomplete submissions, a Pop-up appears before the Flow starts, reminding users to gather all necessary documents (for example, ID proof, bank account details). | [Events related to Whatfix Content](/studio/docs/show-content-based-on-events-related-to-whatfix-content) → Before the Flow starts |
| Trigger a Pop-up after a Flow ends | Consider an onboarding flow for a payroll setup. After completing the Flow, a Pop-up appears thanking the user and suggesting optional best practices, such as verifying data consistency across departments. | [Events related to Whatfix Content](/studio/docs/show-content-based-on-events-related-to-whatfix-content) → After the flow ends |
| Show a Pop-up only to users with a specific account type | A Pop-up is used to announce and provide access to a new set of beta features for Enterprise-level customers. This Pop-up uses the user's Enterprise Attribute to ensure only the premium customers receives the notification. | [Enterprise Attributes](/studio/docs/set-who-can-see-your-widget) |
| Block a UI element only for certain roles | On the analytics dashboard, buttons such as "Create Report" or "Edit Insights" are restricted. A Blocker is implemented for users assigned the "Viewer" Role Tag, preventing them from interacting with the buttons and optionally displaying a message explaining the restriction. | [Role Tags](/studio/docs/set-who-can-see-your-widget) |
| Show Pop-ups based on user-specific data | Your internal CRM application has a LicenseType attribute (for example, 'Pro', 'Enterprise'). You need to trigger a Pop-up announcing a new feature only for users who have the 'Enterprise' license type. The rule fetches the LicenseType from your application's user data and displays the Pop-up only if the value matches 'Enterprise'. | [User Attributes](/studio/docs/set-who-can-see-your-widget) |
| Show a Pop-up to new active users about a new feature | You want to announce the latest version of your application specifically to users who are still actively learning the system. You create a Cohort for users who have been in the system for 7 days or less AND have completed at least 3 Tasks. A Pop-up is displayed only to this group, introducing the new version and linking to a quick demo Flow. | [Cohorts](/studio/docs/set-who-can-see-your-widget) |
| Trigger a Survey when a user closes a Flow step | During an expense approval Flow, if a user closes a specific step midway, a Survey appears, asking the users for feedback on why they skipped the step (for example, "Was the instruction unclear?" or "Was any information missing?"). This helps improve the onboarding experience. | [Events related to Whatfix Content](/studio/docs/show-content-based-on-events-related-to-whatfix-content) → User closes the step |
| Trigger a Pop-up after user submits a Survey | After completing a customer feedback Survey, a Pop-up appears thanking the user and linking to helpful resources (for example, knowledge base, tutorials). | [Events related to Whatfix Content](/studio/docs/show-content-based-on-events-related-to-whatfix-content) → User clicks on submit |
| Show Smart Tip when a required field is empty | In a registration form, the "Phone Number" field is mandatory. A Smart Tip is displayed only when the field is empty, gently reminding the user to fill in the required information before submission. | [Something on the application](/studio/docs/show-content-based-on-something-seen-on-the-app) |
| Show Pop-up when an error message appears | If a user attempts a login and the application displays the text "Invalid Password," a Pop-up is triggered to appear. This Pop-up immediately guides the user to the "Reset Password" link or provides troubleshooting steps. | [Something on the application](/studio/docs/show-content-based-on-something-seen-on-the-app) |
| Trigger a Survey on successful task completion | A user has successfully completed a complex ticket submission or an asset purchase. The application displays a message, such as "Your order has been placed successfully. Order #12345." A Survey is triggered immediately based on the appearance of this specific success message. The survey can ask: "How would you rate the experience of placing this order?" This captures instant user satisfaction feedback at the peak of their engagement. | [Something on the application](/studio/docs/show-content-based-on-something-seen-on-the-app) |
| Remind users about pending action | An employee opens their expense dashboard which lists all submitted reports. If an expense report has been returned for correction, a status label reads "Action Required." A Beacon is displayed right next to this label to provide a highly visible and contextual reminder that the report needs immediate attention, preventing delays in the reimbursement process. | [Something on the application](/studio/docs/show-content-based-on-something-seen-on-the-app) |
| Show Pop-up for outdated data | A sales manager is viewing their monthly sales performance dashboard. The application displays a timestamp or a warning in a corner stating: "Data last updated: 48 hours ago. Please refresh." A Pop-up is triggered by this text to alert the manager that their view is not current, and it contains a clear link or instruction on how to initiate a data refresh to ensure decisions are based on the latest information. | [Something on the application](/studio/docs/show-content-based-on-something-seen-on-the-app) |