How can I edit Whatfix content and widgets?

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Whatfix enables you to use the Edit option to edit all your Whatfix content and widgets.

Info
  • In the Production stage, clicking Edit creates a new version of the Whatfix content and the widget in the Draft Stage.
  • Your end users still see the current version of the content or the widget.
  • Once you edit the version in the Draft Stage, and move it to the Production stage, the old version in the Production Stage is overwritten with the new version and your end users see the updated version.
Edit Whatfix Content

Use the following steps to access the editing options available for your Whatfix content:

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

  2. Click All content.
    ia_dashboard_left_nav_all_content

  1. To launch the edit page, hover over specific content, and then click the Edit icon.
    DB_CLM_Click_Edit

Edit Whatfix Widgets and Segments

Use the following steps to edit your Whatfix widgets and their segments:

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

  2. Click All widgets.
    ia_dashboard_left_nave_allwidgets

  1. To launch the edit page, hover over the specific widget, and then click the Edit icon.
    CLM_DB_Click_edit_icon