Restricting Self Help Search results using Tags
  • 01 Sep 2022
  • 1 Minute To Read
  • Dark
  • PDF

Restricting Self Help Search results using Tags

  • Dark
  • PDF

You can control the display of Whatfix content in the Self Help Search to a certain segment of users using a particular Tag or a set of Tags.

There are two reasons why you may want to restrict your search results to a certain number of Flows or other Whatfix content.

  • If you have several Flows that you don't want to display when users search for content in Self Help, you can tag only those that you want to display. For example, content that is for production and content that is being developed. If you want to show only content that is in production, tag the respective content with a Tag. So that when a user searches for any content, only the tagged content is searched and displayed.
  • If you want to show different search results for different segments of users, you can tag the content and associate the tag with different Segments. For example, if there are 10 Flows applicable to a Segment, when tagged with a particular Tag, the search results of anyone from that segment are restricted to those 10 Flows.

Use the following steps to restrict Search results using Tags,

  1. Navigate to the Whatfix Dashboard.

  2. Click Widgets.
    RB_DB_Click widgets(2)

  3. Click the Self Help tile.

  4. Navigate to the Segment that you want to restrict.

  5. Under the Set Rules section, click Search Scope.

  6. Select the Tags option, and then select the tags you want to use.

If multiple tags are selected, you have the option to use the AND or OR operators.


  1. Click Save.

Now, when a user of the segment searches for Whatfix content, only the tagged Flows are displayed in the Self Help widget.

Watch a Gif video on restricting search results


Was this article helpful?

Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.