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Verify User Actions
  • 16 Aug 2024
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Contents

Verify User Actions

  • Updated On 16 Aug 2024
  • 1 Minute To Read
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Article summary

After you create User Actions, you have to add them to Insights to check if they're working correctly. With User Action Verification, validate User Actions contextually on the application. It helps you identify if there any issues with the User Actions and fix them in real time.

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To verify User Actions, ensure that the domain where you've created User Actions is added to the Preview mode. For more information, contact support@whatfix.com.

Use the following steps to verify User Actions:

  1. Go to the application where you've already created User Actions, and then launch Whatfix Studio.
    CLM_editor plug in2

  2. Scroll down to the bottom, and then click User Action.
    studio_click_ua

  3. Click Show user actions on this page.
    studio_ua_show_ua_on_page

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  • The page gets refreshed automatically and the Preview Mode is switched on.
  • The Highlight user actions on the page toggle is also automatically enabled.
    studio_verify_ua_highlight_ua
  1. Show the Available accordion to view the User Actions captured on the page.
    studio_verify_ua_available_ua
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  • Preview or edit the User Actions.
    studio_verify_ua_edit_preview

  • Search for the User Actions present on the page and check their status.


  • If any User Actions are hidden or unavailable, show the Hidden or unavailable accordion to identify them.
    Hidden or unavailable means that the UI element where the User Action is created, is hidden from view, for example, an option inside a dropdown or the element is not detected on the page. For more information, see User Action Verification statuses.

  • Click the Preview icon to preview where the User Action is created on the application.
    studio_verify_ua_hidden_preview

  • Edit the User Action to reselect the element, change the Display Rules, and more, and ensure that the User Action is correctly configured.
    studio_verify_ua_hidden_edit

  1. Click Verify User Action to check if the User Action is getting triggered.
    studio_verify_ua_verify_action
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  • The Verify User Action shows the following data:

    • The name of the User Action
    • The date and time during which the User Action is triggered
    • The User Action Completion Rule
      studio_verify_ua_verified_action

  • The User Actions get completed based on the set Completion Rules.

  1. Click Finish verifying.
    studio_verify_ua_finish_verifying
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  • If you want to create new User Actions after the verification, click + Create user action.
    studio_verify_ua_create_ua

    For more information on how to create User Actions, see Create a User Action.

  • When you click + Create user action, the verification experience ends. If you want to verify User Actions again, launch Whatfix Studio and then click User Action.

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