Groups in Explorer

Introduction

You can organize content within Explorer into folders by creating groups in your Self Help segment.

Groups are collections of content within the Self Help segment. End users can click the folder in the Explorer to view the content inside it.

You can create a group inside another group, called a nested group. You can have up to 2 levels of groups in a Self Help segment.

The way you group content depends on your requirements. However, the following are some ideas for how you can group content:

• By topic: Group together content related to the same subject. For instance, all content about a specific feature in your application could be in a single group.
• By content type: Create separate groups for links, articles, PDFs, and more.
• By difficulty: If your content varies in complexity, consider creating groups like Beginner, Intermediate, and Advanced to cater to different proficiency levels.

Create and add content to a group

There are several methods to create a group and add content to it. Start by going to the Self Help segment where you want to include the group.

1. On the Whatfix guidance dashboard, click Widgets.
   

2. Click Explorer.
   

3. Click the Self Help segment you want to add groups in.
   

Create a new empty group

your title goes here

Empty groups are not shown to end users. Once you create a new empty group, add content to the group for end users to see.

1. Click Create.
   

2. Select Group using the dropdown.
   

3. Enter a Name for your group.
   

your title goes here

Nest your group inside another group by selecting Nest under an existing group and then selecting the group you want to nest it in.

4. Click Create.
   

Add selected content to a new group

1. Select the content you want to add to your new group.
   

2. Click + Create group.
   

3. Enter a Name for your group.
   

your title goes here

Nest your group inside another group by selecting Nest under an existing group and then selecting the group you want to nest it in.

4. Click Create.
   

Add content to an existing group

Add content to an existing group in your Self Help segment:

1. Hover over the group you want to add content to and then click the Add content icon.
   

2. Select the content you want to add to the group.
   

3. Click Okay.
   

Move content in your Self Help segment into an existing group:

1. Select the content you want to add to your new group.
   

2. Click Move to existing group.
   

3. Select the group into which you want to move the content.
   

4. Click Move Content.
   

Drag and drop content inside existing groups

You can drag content to the top of a group and then drop it to add it to that group.

your title goes here

There is no limit to the count of content you can add to a group in a Self Help segment.

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Remove a group

To remove a group use the following ways:

• Select the group you want to remove and then click Remove.
  

• Hover your cursor over the group you want to remove and then click the Remove icon.
  

Depending on how you've added content, removing groups works differently:

• If you've added content from the Library, removing a group also removes the content and nested groups inside the group.
• If you've added content using tags, removing a group does not remove the content inside the group.
• If you've enabled the toggle to add all existing and future content, removing a group does not remove the content inside the group.

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Edit a group

To edit a group, hover your cursor over the group you want to edit and then click the Edit icon.

Rename the group and nest it under an existing group.