Element Reliability indicators in the old Display Rules experience

Element Reliability indicators help you determine whether selected elements in the application are reliable for content creation. These indicators are especially useful when multiple similar elements exist on a page or when a reliable element is difficult to identify, enabling you to detect weak or unreliable elements early in the flow of work. This ensures that content attaches to the correct element and displays as intended. For more information, see Improve Element Selection using Element Reliability indicators.

How to use Element Reliability indicators for the old Visibility Rules?

1. Log in to the application where you want to create content, and then launch the Whatfix Studio.

   

2. Select the type of content or widget you want to create. For example, select Beacon.
   

3. Enter a name for the Beacon Collection.
   

   Note:

   • A Beacon collection is a group of Beacons that usually appears on the same page.

   • The Beacon collection name is solely for your (content author’s) reference and is not visible to the end-user.

   • Visibility Rules are defined for a Beacon collection. So even if you have only one Beacon on a page, it needs to be part of a collection.

4. Click + Add Beacon to create a new Beacon.
   
   

5. Select an element on the application where the Beacon must appear.

   

   
   If the selected element is reliable, you see the following message:
   Selected element is reliable.

   

Note:

• During element selection, if Whatfix is unable to identify any unique properties for the selected element, you see a yellow indicator - Selected element is unreliable on Studio. A yellow indicator highlights a possible latching issue, not a definite problem. You can choose to save the step and proceed, but be mindful that the content or tooltip might or might not work or latch onto the correct element during runtime, depending on user accounts, environment differences, and other factors.

  

What to do when you see a Selected element is unreliable message?

When a yellow indicator - Selected element is unreliable appears, follow these recommended steps before saving the element:

• Test the element across environments

  Test the element across environments by checking it in your sandbox and production environments, and validating its behavior with multiple end-user accounts. If the element consistently latches in all these scenarios, you can safely proceed.
  

• Contact support if issues occur

  If latching problems occur during testing, contact support@whatfix.com to add targeted CSS selectors for that element. This ensures higher accuracy and prevents runtime issues.
  

• Refine the element using a Custom Selector (Optional)
  If the selected element is unreliable or weak, refine the element by adding a custom CSS or jQuery selector.

  How to refine the selected element using a Custom selector?

  Use the following steps to add a custom selector:

  1. Click Element Precision.
     
     

  2. Click Refine Element.
     
     

  3. From the How would you like to identify the element? dropdown, select Using CSS selector as the rule, and then enter the Value of the CSS Selector.

     Note:

     If you know how to construct CSS selectors, you can choose to refine the element using Element Precision. For detailed instructions, see Identify an element's CSS selector.

     
     

     Once you add the CSS Selector, you see the following confirmation message:
     

  Note:

  If your selected element is reliable, adding a custom selector is usually not required. However, if still wish to add a custom selector, a dialog box appears: Are you sure you want to add custom selectors?

  
  Click Proceed anyway to continue.
  

5. Complete creating your content or widget.