Edit Text on a Mirror Screen

Whatfix Mirror enables you to edit text on the captured Mirror Screens. Use the functionality to remove sensitive information, such as email addresses, phone numbers, or account IDs, and update placeholders, field labels, or instructions before sharing Workflows with learners.

For example, if a Workflow contains a screen displaying a customer’s account ID or a team member’s personal email, replace it with a generic, non-sensitive value, such as a masked account ID “ACC-1234” or a placeholder email “user@example.com”, to ensure all text is free of sensitive information.

Info:
You can edit text on a Mirror Screen only when the Workflow is in the Draft stage. Workflows in the Ready and Production stages do not appear in the Whatfix Studio.

Expand the following accordions for more details:

Edit Text Before Screen Capture

Whatfix enables you to edit text directly on your application before capturing a Mirror Screen. This ensures the captured screen reflects your edits, eliminating the need to recapture the same screen.

Use the following steps to edit text on a Mirror Screen before screen capture:

Launch Whatfix Studio on your application.
Click Mirror.

Click Start Mirroring.
Enter a name for your Workflow.
Click Create.
Go to the desired screen where you want to make edits before you capture the screen.
Click the Edit icon.
Select the text element you want to edit.
Info:
Click the Search icon to find specific text on the screen and replace it with your desired text.
The following GIF demonstrates how to search for text and replace it:
Enter the replacement text.
Note:
When you apply an edit to an element, you permanently update the text on the Mirror Screen. You cannot restore the original text after you apply the change.
Based on your requirements, choose the scope of your edit:
• Apply to instance: Apply the edit only to the selected element on the current screen.
• Apply to this screen: Apply the edit to all instances of the element on the current screen.
• Apply to all screens in this workflow: Apply the edit to every instance of the element across all screens within the workflow.
Click Apply.
Select additional text elements on the screen and repeat the steps above to apply further edits.
Click the Back icon.
Info:
To edit text on the next Mirror Screen, capture the screen and repeat steps 7–13.
Click the Done icon.

Edit Text After Screen Capture

Whatfix enables you to edit text on a captured Mirror Screen without recapturing it. Use the functionality to remove sensitive content after capturing the screen as part of a Workflow.

Use the following steps to edit text on a Mirror Screen after screen capture:

On the Whatfix Mirror Dashboard, click the required Mirror Workflow.
Click the More icon of the Mirror Screen you want to preview.
Click Preview.
Launch Whatfix Studio on the Mirror Screen.
Click Mirror.
Click the Mirror Screen you want to edit, and then click the Edit icon.
Select the text element you want to edit.
Info:
- Click the Search icon to find specific text on the screen and replace it with your desired text.
  The following GIF demonstrates how to search for text and replace it:
- Click the Recommendations icon to view AI-powered suggestions for redacting sensitive content on the screen. For more information, see Smart Edits in Mirror.
  The following GIF demonstrates how to apply the suggested Smart Edits.
Enter the replacement text.
Note:
When you apply an edit to an element, you permanently update the text on the Mirror Screen. You cannot restore the original text after you apply the change.
Based on your requirements, choose the scope of your edit:
• Apply to instance: Apply the edit only to the selected element on the current screen.
• Apply to this screen: Apply the edit to all instances of the element on the current screen.
• Apply to all screens in this workflow: Apply the edit to every instance of the element across all screens within the workflow.
Click Apply.
Select additional text elements on the screen and repeat the steps above to apply further edits.
Click the Done icon.

Note:
Preview the Mirror Screen to verify the end-user experience before you share the Mirror Workflow. For more information, see Preview a Mirror Screen.
After confirming the end-user experience, publish the Mirror Workflow and share it with your learners. For more information, see Publish Whatfix Mirror and Share Whatfix Mirror.