Copy Flow steps
- 06 Sep 2024
- 1 Minute To Read
-
Print
-
DarkLight
-
PDF
Copy Flow steps
- Updated On 06 Sep 2024
- 1 Minute To Read
-
Print
-
DarkLight
-
PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
Whatfix enables you to copy steps from one Flow to another, to help you reuse previous efforts and reduce the need to repeatedly recreate the same steps. This is useful when the processes or tasks in your application have a few similar steps. Flow steps can be copied and inserted at any point in the flow.
Copying steps to a new Flow
Use the following steps to copy the steps to a new Flow:
1. Open the desktop application where you'd like to create the Flow and then launch the Whatfix Desktop Studio.
2. Click Flow.
3. Enter the name of the Flow as you want it to be displayed to your users.
4. On + Add Step, click the dropdown icon, and then click Copy Steps.
5. Select the Flow from which you want to copy the steps.
6. Select the steps that you want to copy in the current Flow.
Info
Steps can only be selected as a sequence. If you select step 1 and then try to select step 4, then all steps in-between are also selected.
7. Click Copy.
8. Copying steps to an existing Flow.
Copying steps to an existing Flow
Use the following steps to copy the steps to an existing Flow:
-
On the Whatfix Guidance dashboard, click Content.
-
Click Flows.
-
Hover your cursor over the required Flow, and then click the Edit icon.
-
Click Launch live edit.
5. Once the Studio launches on your application, go to the step where you want to insert the copied steps.
6. On the Studio, click the action menu, and then click Copy Before or Copy After option, depending on where you want to insert the steps.
7. Select the Flow from which you want to copy the steps.
8. Select the steps that you want to copy from the current Flow.
Info
Steps can only be selected as a sequence. If you select step 1 and then try to select step 4, then all steps in-between are also selected.
9. Click Copy.
10. Once the copied steps are added, click Save Flow.
Was this article helpful?