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Nested Grouping in Self Help
  • 11 Jan 2023
  • 2 Minutes To Read
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Nested Grouping in Self Help

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The ability to group content in Self Help helps you structure your content so that your end user can easily understand and navigate through the widget. Nested grouping enables you to extend the ability to group related articles together, improving your end user experience.

your title goes here
  • Each group can have multiple Nested groups.

  • Only one level of nesting is possible within a group in a Self Help segment.

Use the following process to create a Nested group and then add content to it.

Create a Nested Group inside Self Help
Add Content to the Nested Group

Create a Nested Group inside Self Help

Use the following steps to create a nested group,

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. Click Widgets.
    RB_DB_Click widgets2

  3. Click the Self Help tile.
    RB_DB_clickSH

  4. Click the Segment you want to add the sub-group to.
    RB_DB_SH_selectcontentlink

  5. Click Create.
    2023-01-04_10-14-35.png

  6. Click Group.
    2023-01-04_10-20-56.png

  7. Select the Nest under an existing group checkbox, and then select the group you want to nest the sub-group in.
    2023-01-04_13-36-35.png

Note

The Nest This Under Group checkbox appears only when you have an existing group in the segment.

  1. Click Create.
    2023-01-04_13-36-35.png

Add Content to the Nested Group

Use any of the following ways to add content to a nested group,

Add Content using the Checkbox selection

Use the following steps to add content in bulk in a sub-group within the Self Help segment using the checkbox,

  1. Once the sub-group is created, on the Whatfix Dashboard, click Widgets.
    RB_DB_Click widgets2

  2. Hover your cursor over the Self Help segment you want to add content to, and then click the Edit icon.
    DB_SH_OLDDB_Edit.png

  3. Select all the content you want to move into an existing Group.
    DB_SH_selectcontent.png

your title goes here
  • You can see the type of content you have selected next to the checkbox. In this case, it is an image.
    DB_SH_contenttype.png
  1. Click Move to existing group.
    DB_SH_Clickmovetogroup.png

  2. Select the sub-group you want to move the content to.
    2023-01-04_10-40-05.png

  3. Click Move Content.
    2023-01-04_10-42-15.png

  4. Once you have moved all the content, click Save.
    DB_SH_Clicksave.png

Add Content using the Add Contents to Group icon

Use the following steps to add content in bulk in a sub-group within the Self Help segment using the checkbox,

  1. Once the sub-group is created, on the Whatfix Dashboard, click Widgets.
    RB_DB_Click widgets2

  2. Hover your cursor over the Self Help segment you want to add content to, and then click the Edit icon.
    DB_SH_OLDDB_Edit.png

  3. Hover over the nested group, and click the Add Contents to Group icon.
    2023-01-02_17-23-42.png

  4. Select the content you want to add to the nested group.
    RB_DB_SHselectcontentlinks

Note

You can search for content using the Search box.

  1. Click Okay.
    RB_DB_SH_ClickokayText
your title goes here

You can also choose to drag and drop the content in/out of the nested group.


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