Use Advanced Search on the Whatfix Dashboard
- 02 Mar 2023
- 1 Minute To Read
- Print
- DarkLight
- PDF
Use Advanced Search on the Whatfix Dashboard
- Updated On 02 Mar 2023
- 1 Minute To Read
- Print
- DarkLight
- PDF
Article Summary
All the content you or anyone from your organization has authored can be found on the Whatfix dashboard. However, when you have created many pieces of content, it might be difficult to find them easily on your Whatfix Dashboard. In such cases, you can use Advanced Search. Advanced Search helps you narrow down the results based on your search query and filters. You can filter content by author, tag, or content type.
Use the following steps to find specific content,
On the Whatfix Dashboard, click Advanced Search field at the top of the page.
Enter the title of the content you're looking for.
Note:
The Search field auto-suggests possible results even as a search term is entered.
To apply additional filters such as Content Type, Users, and Tags, click the Filter icon.
To find all the content relevant to your search criteria, click Apply .
Note:
The search term is optional.
You can apply filters without a search term and get relevant results based only on the selected filters as shown in the following image. The search uses an OR criteria within a filter and an AND criteria between filters.
This search lists all content that is Smart Tips OR Flows AND created by John Doe.
Info:
Quick search only looks at the title and auto-populates results.
Flows are always displayed before other content.
Tags that use the search keyword are displayed at the end of the search results along with the number of content units that are using that particular tag.
When a filter is applied, quick results for Tags or Users are not displayed.
Was this article helpful?