Can I edit the Page View completion rule for User Actions?
- 29 May 2025
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Can I edit the Page View completion rule for User Actions?
- Updated On 29 May 2025
- 2 Minutes To Read
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Yes, Whatfix enables you to edit the URL added as part of the Page View completion rule for User Actions. You may need to edit the Page View URL due to the following reasons:
The base URL stays the same, but the parameters change. For example, tracking visits to a common Leads page regardless of the specific lead selected.
Info:
For example, if you want to track how many users visit the Leads page in Salesforce (lightning.force.com/leads), you can create a User Action with the completion rule set to Page View.
Since the URL changes when users open individual leads based on the Lead ID, you can edit the Page View URL to track visits to the main Leads page, regardless of which specific lead is accessed.
You created the User Action in a test environment and want to track visits in the production environment.
The page URL has changed after the User Action is created.
Note:
When you set the completion rule as Page View for a User Action, the User Action is marked as complete when the page or URL on which the User Action is created loads.
Expand the following accordions for more details.
Edit the Page View URL while creating a User Action
Use the following steps to edit the Page View URL while creating a User Action:
- Log in to your application, and then launch the Whatfix Studio.
Click User Action.
Click + Create user action.
Select any UI element on the page.
Review and edit the name of the User Action.
Under Configurations, select the User Action completion rule as Page View from the dropdown.
Click Advanced Options.
Under Display Rules, click the Delete icon.
Click Add Rule.
Set the required URL rules (URL, URL Hostname, URL Path, URL Parameters, and URL Hash) to mark the User Action complete when the page or URL on which the User Action is created loads.
Click Save Action.
Note:
Push the User Action to Production to start capturing data.
Edit the Page View URL after creating a User Action
Use the following steps to edit the Page View URL after creating a User Action:
On the Whatfix Analytics dashboard, click Tracking.
Click Events.
In the User Actions section, hover your cursor over the User Action you want to edit and then click the Edit icon.
Note:
The User Action edit screen opens.
Click Launch live edit.
Info:
If you've made any changes on the edit screen in the dashboard, click Save and go to save your changes and open Studio on the application page.
Click Discard changes to discard any changes and open Studio on the application page.
Once the application launches on Studio, click the User Action you want to edit.
Click Advanced Options.
Under Display Rules, click the Delete icon.
Click Add Rule.
Set the required URL rules (URL, URL Hostname, URL Path, URL Parameters, and URL Hash).
Click Save Action.
Note:
After editing a User Action, ensure that you push the User Action back to Production to start capturing the engagement data.
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