Add Display Name to Whatfix Content

Overview

A Display Name is the name that your end users see for your Whatfix content. The Name remains the internal name you use to manage the content on the Whatfix Guidance Dashboard and in Whatfix Studio.

Add a Display Name to keep internal naming conventions, such as region, release, or module codes, out of the labels that appear to your end users. For example, you can use “EMEA_R3_HR_Onboarding_v2” as the Name of a Flow for internal tracking. Users then see the Display Name, ”Complete your onboarding” in the Self Help or Task List widget.

You can add a Display Name to the following content types:

In-app content: Flows, Smart Tips, Beacons, and Launchers
Static content: Articles, Links, Videos, Images, and PDFs

Whatfix shows the Display Name in the following locations:

Self Help and Task List: Users see the Display Name instead of the Name.
All content and All widgets lists: The Display Name column shows the Display Name of each item.
Dashboard search: Search finds content by its Display Name.
Note:
On the Whatfix Guidance Dashboard, search results show matches on the Name first, and then matches on the Display Name.
Exports and Download PDF: Exported files show the Display Name instead of the Name.
Analytics: The Content Title Shown value logs the Display Name in the language you end users see.

Note:
Existing content continues to show the Name to users until you add a Display Name.
Translate Display Names the same way you translate Titles, including with Translate all. For more information, see Translate Whatfix Content.

Display Name Configuration

Add a Display Name from the Whatfix Guidance Dashboard or in Whatfix Studio.

Your title goes here
Add Display Names to content in the Draft stage. To add a Display Name to content in the Production stage, use the Edit in draft workflow.

Expand the following accordions for more details:

Add a Display Name from the Dashboard

Use the following steps to add a Display Name from the Whatfix Guidance Dashboard:

On the Whatfix Guidance dashboard, click Content.
Click All content.

Hover your cursor over the content you want to edit, and then click the Edit icon.
Click Details.
In the Display Name field, enter the name you want your end users to see.
Click Save.

Add a Display Name in Studio

Use the following steps to add a Display Name in Whatfix Studio:

Log in to the application where you want to create content, and then launch the Whatfix Studio.
Click Flow.
In the Studio toolbar, select a capture mode.

Note:

Free floating step is currently Beta. Contact support@whatfix.com for more information.
For more information on different capture modes, see Quick Capture Modes.

Click the desired elements on the application page.
After you have captured the required steps, click Done.
Enter the name of the Flow.

Info:

Whatfix enables you to add a Display Name for your end users. Use the Content Name for internal tracking, such as region, role, module, or release codes.
Users then see the Display Name in the Self Help, Task List widgets, Hub, Flow Automation Popups and Exports. For more information, see Add a Display Name to Whatfix Content.
To capture additional steps, click Add Step.

Click Details.
In the Display Name field, enter the name you want your users to see.
Click Save.

Info:
You can also add Display Names to Articles, Links, Videos, Images, and PDFs from the Whatfix Guidance Dashboard and Whatfix Studio.

Note:
Preview Self Help to verify the Display Name. For more information, see Preview Self Help.
Translate the Display Name into your other languages. For more information, see Translate Whatfix Content.
Publish the content to show the Display Name to users. For more information, see Publish Whatfix Content.