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Create a copy of Self Help
  • 14 May 2024
  • 1 Minute To Read
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Create a copy of Self Help

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Article Summary

Whatfix enables you to create a copy of a Self Help segment and modify it. This reduces the time taken to create a new segment and enables reusability.

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A copy of a Self Help segment can be created only in the widget section within the Dashboard.

Create a copy of a Self Help segment

  1. On the Whatfix Guidance dashboard, click Widgets.
    db_widgets.png

  2. Click Self Help.
    db_widgets_sh.png

  1. Hover your cursor over the Self Help segment you want to copy, and then click the Copy icon.
    ia_self_help_copy
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  • Whatfix content and widgets can be copied in the Draft, Ready, and Production stages.
  • The copy of the Whatfix content or widget is created with the title: Copy of <Content/Widget Title>.
    Copied_SH
  1. Hover your cursor over the copied Self Help segment, and then click the Edit icon to make necessary changes.
    Click_edit_SH

  2. Make the necessary changes.

  3. Click Save.
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You must push the copied Self Help from the Draft stage or the Ready stage to the Production stage for it to appear on your application. For more information, see Push Whatfix content and widgets to Production.


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