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Edit Whatfix content or widget in Production stage
  • 23 Aug 2024
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Edit Whatfix content or widget in Production stage

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Article summary

Whatfix enables you to edit any content or widget while it is live in your application. A new version of the content/widget is created in the Draft stage without disturbing any existing live content.

Edit Whatfix widget in the Production stage

Use the following steps to edit any live widget:

  1. On the Whatfix Guidance dashboard, click Widgets.
    ia_left_nav_widgets

  2. Click All widgets.
    ia_dashboard_left_nave_allwidgets

  3. Click Production tab.
    CLM_DB_ClickProduction_stage.png

  1. Hover your cursor over the widget you want to edit, and then click the Edit in draft icon.
    ia_widget_edit_in_draft

  2. In the confirmation pop-up, click Edit in draft.
    ia_edit_in_draft_popup

Edit Whatfix content in the Production stage

Use the following steps to edit any live content:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click All content.
    ia_dashboard_left_nav_all_content

  1. Go to the Production stage.
    CLM_DB_Production_Stage

  2. Hover your cursor over the content you want to edit, and then click the Edit in draft icon.
    ia_content_edit_in_draft

  3. In the confirmation pop-up, click Edit in draft.
    ia_edit_in_draft_popup

Edit Multiple content or widgets in the Production stage

Use the following steps to edit multiple content in the Production stage:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click All content.
    ia_dashboard_left_nav_all_content

  1. Go to the Production stage.
    CLM_DB_Production_Stage

  2. Select all the content you want to edit.
    ia_select_content

  3. Click Edit in draft.
    ia_widget_content_edit_in_draft

  4. In the confirmation pop-up, click Edit in draft.
    ia_edit_in_draft_popup


Use the following steps to edit multiple widgets in the Production stage:

  1. On the Whatfix Guidance dashboard, click Widgets.
    ia_left_nav_widgets

  2. Click All widgets.
    ia_dashboard_left_nave_allwidgets

  3. Click Production tab.
    CLM_DB_ClickProduction_stage.png

  1. Select all the widgets you want to edit.
    ia_select_widgets

  2. Click Edit in draft.
    ia_widget_content_edit_in_draft

  3. In the confirmation pop-up, click Edit in draft.
    ia_edit_in_draft_popup

your title goes here

Your end users will still be able to see their content/widget in their application. Once edits are done, you can push it back to Production. The old version is replaced with the current one.


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