Push Whatfix content and widgets to production

The content that you create and save on Whatfix needs to be pushed to the Whatfix CDN servers before it is available for your users. You may be able to see the content using the Preview mode or the See live option (during content creation), but for the content to be live and reflect on your end user's application, you must perform a Push to production.

Note

To preview any content, or display it to your end users, ensure that the Whatfix Player is deployed on the required computer. Even if you perform a push to Production, content is only displayed with the help of the DAP on OS application.

Use the following steps to push Whatfix content and widgets to Production:

Note

Only an Account Manager can perform the following task. For more information about available user roles, see Whatfix User Roles.

On the Whatfix Dashboard, click the Ready stage.

your title goes here

Ensure that all the content and widgets you want live are moved from the Draft stage to the Ready stage.
clm_db_send_to_ready

Select the content or widgets you want to push to Production.

your title goes here

To push all the content and widgets to Production, click Push all to production.
clm_db_push all to production

On the top right corner, click Push to production.
On the summary pop-up, review the content that is going live and then click Push to production.

your title goes here

When the process is complete, a notification email is sent to your registered email address.
The push to Production usually takes only a few minutes. However, when there are many updates, it may take up to 30 minutes to reflect on your application.

your title goes here

For Smart Tips and Beacons, if there is dependent content that is not already in Production, Whatfix does not enable you to move content from the Ready to the Production stage. For example, if you have a Flow attached to a Smart Tip, the Flow is the dependent content. In such a case, you cannot push the Smart Tip to the Production stage if the Flow is in the Draft or the Ready stage. So, to move the Smart Tip or Beacon, you must push the Flow to the Production stage first. This ensures that the end user's workflow is not broken.
For Self Help and Task List, Whatfix publishes segments to the Production stage even if there is dependent content in the Draft or the Ready stages. However, in such cases, the dependent content won’t appear inside the segments until those units are moved to the Production stage.
You can publish changes like global themes and configurations, User Actions, and other account-level changes, etc., without having to push any content/widgets to Production along with them.
Navigate to the Ready stage and click Publish changes even if it's empty. Review your changes in the popup that appears, and click Push to production.

Push Whatfix contents and widgets to production

What's Next