How can I find the content in Whatfix Dashboard?
  • 14 Sep 2022
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How can I find the content in Whatfix Dashboard?

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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,

  1. Navigate to the Whatfix Dashboard.

  2. On the top of the page, click the Advanced Search field.

  3. Enter the title of the content you're looking for.
    RB_DB_Search word

your title goes here

The Search field auto-suggests possibile results even as a search term is entered.
RB_DB_Search auto suggest

  1. To apply additional filters such as Content Type, Users, and Tags, click the Filter button.
  2. To find all the content relevant to your search criteria, click Apply .
  • The search term is not mandatory.

  • You can apply filters without a search term and get relevant results based only on the selected filters as shown in the following. 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 Joe.

  • 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 tag.
  • When a filter is applied, quick results for Tags or Users are not displayed.

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