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How to use preview mode to review content?
  • 13 Dec 2022
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How to use preview mode to review content?

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You can use the Whatfix preview mode to review and see how your content and widgets appear on your application or website even before the Content is in the Production stage. Previewing content helps you identify and fix errors that may have slipped through.

Use the following steps to use preview mode on Whatfix Studio,

  1. To launch Studio, on your toolbar, click the Whatfix Editor plugin.CLM_editor plug in(2)
  2. On the top, next to the account information dropdown, click the preview mode icon.preview mode icon
  3. Click Enter and then refresh the browser.studio_preview mode_enter
Note
  • Remember to refresh your browser to preview content.
  • When you enable the Preview Mode on the Editor, by default, you can preview or test Whatfix content and widgets that are in the Ready and Production Stages.
  • If the content you want to preview is in the Draft stage, then select the Include Draft content and widgets checkbox.
    RB_EDT_clickdraftpreview
  • When you enable the preview mode, the Self Help widget provides an edit icon that you can use to access each help segment. You can use the edit option to edit the segments and test these in the preview mode.
  • When a copy of the content/widget that is in the Production stage is present in the Draft Stage, the preview mode displays the latest version of the content/widget that is in the Draft stage.

If you have enabled the editor preview mode when you already have the JS Embed, Whatfix ensures that the editor preview mode precedes the content displayed by the JS Embed. This is to ensure that if there is a difference in content (for example, if the content is from an extension), then Whatfix ensures that a priority exists to display content. The editor preview mode always displays the latest content from the Whatfix server. If you are using other deployment methods, it's possible that there could be a conflict with older content. Whatfix uses precedence to ensure that such conflicts do not happen.
For instance, if the content is deployed using the CDN method, then editor preview mode takes precedence over the JS Embed.

Deployment MethodEditor Preview ModeJS Embed
CloudFirst preferenceSecond preference
CDN
Export
Custom Extension (Dev)
Custom Extension (Prod)
Info:
  • The preview mode is not available in strict CSP environments.
  • Use preview mode only to review content. To ensure that your end users see the content that you have created using Whatfix, select one of the integration methods. For more information, see Publish Whatfix content.

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