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Create Explorer
  • 17 Dec 2024
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Create Explorer

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Article summary

Create and configure Explorer component on Hub using the DAP on OS dashboard.

When your users open the Explorer component on their desktop, they can access content, which is specific to your organization across different applications such as support articles, Confluence documentation, or information on compliance and security.

Use the following steps to create a Self Help segment:

  1. On the DAP on OS dashboard, click Widgets.
    hub_click_widgets1
  2. Click All widgets.
    hub_click_allwidgets
  3. Click Create widget.
    CLM_DB_CreateWidget.png

  1. Click Self Help.
    clm_db_click_self_help

  2. In the Popup that appears, enter the segment name.
    2023-02-17_21-12-39.png

  3. In the Add Content section, click Add Content.
    DB_SH_clickaddcontent

  4. Select the content that you want to add in Self Help using the checkboxes or use the Select By Tags option to add content using Tags.
    search_content_select_by_tags_sh

  5. After adding the content, click Okay.
    RB_DB_clickokay

  • DAP on OS enables you to add any number of content to Self Help. However, by default, when the content is rendered to your end users, they will see only the first 20 items in the list.
  • Configure Self Help to display up to 200 items in the segment by contacting support@whatfix.com.
your title goes here
  • Create static content such as images, videos, pdfs, and more, and create groups within Self Help using the Create button.
    DB_SHclickcreatebutton

  • Add your existing content repository to show repository content as links in Explorer, using the Integrate repository link.
    DB_SH_clickintegraterepository

  • If you want to add all the content created on your account to the Self Help segment, enable the Add all existing and future content items toggle. Enabling this also adds any newly created content to Self Help automatically.
    DB_SHenableaddcontenttoggle

  1. In the Set Rules section, select a required condition from the dropdown and enter its value.

  2. Click Save.
    sh_save.png

  3. Once you are done creating the Self Help segment, select the segment, and then click Send to ready.
    clm_db_send_to_ready

  4. Go to the Ready stage and select the segment you want to move to the Production stage, and then click Push to production.
    clm_db_push_to_production


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