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Push Whatfix content and widgets to Production
  • 19 Jun 2024
  • 2 Minutes To Read
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Push Whatfix content and widgets to Production

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Article summary

The content that you create and save on Whatfix needs to be pushed to the Whatfix CDN servers before it is available for your users. You may be able to see the content using the Preview mode or the See Live option (during content creation), but for the content to be live and reflect on your end user's application, you must perform a Push to Production.

Note

Only an Account Manager can perform the following task. For more information about available roles, see Whatfix User Roles.

Use the following steps to push Whatfix content and widgets to Production:

  1. On the Whatfix Guidance Dashboard, Go to the Ready stage.
    clm_db_ready_stage_select
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Make sure all the content and widgets you want live are moved from the Draft stage to the Ready stage.
clm_db_send_to_ready

  1. To push all the content and widgets to production, click Push all to production.
    clm_db_push all to production
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Whatfix enables you to push selective content and widgets to production. In the Ready stage, select the content or widget you want to push to production, and then click Push to Production.
clm_db_p2p

  1. On the summary pop-up, review the content that is going live, and then click Push to Production.
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  • When the process is complete, you receive a notification email.
  • The Push to Production usually takes only a few minutes. However, if there are many updates, it may take up to 30 minutes to reflect on your application.

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  • Whatfix prevents pushing content, such as Smart Tips or Beacons to Production if dependent content (like attached Flows) isn't already live. This ensures a smooth user experience by avoiding broken workflows. For more information, see Can I move Contents or Widgets that are attached to another Content or Widget across stages?

  • For Self Help and Task List, Whatfix publishes segments to the Production stage even if there is dependent content in the Draft or the Ready stages. However, in such cases, the dependent content won’t appear inside the segments until those units are moved to the Production stage.

  • Whatfix enables you to publish changes like global themes and configurations, User Actions, and other account level changes etc, without having to push any content or widgets to production along with them.
    Go to the Ready stage and click Publish Changes even if it's empty. Review your changes in the pop-up that appears, and then click Push to Production.


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