Copy Flow steps
- 25 Apr 2023
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Copy Flow steps
- Updated On 25 Apr 2023
- 1 Minute To Read
- Print
- DarkLight
- PDF
Article Summary
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 processes or tasks in your application have a few similar steps. Flow steps can be copied and inserted at any point of a Flow.
Copy steps to a new Flow
Use the following steps to copy steps from a Flow:
Open the desktop application where you'd like to create the Flow, and then launch the Whatfix Desktop Editor.
Click Flow.
Enter the name of the Flow as you want it displayed to the users.
Click Copy steps from another flow.
Select the Flow from which you want to copy the steps, and then click Open flow.
Select the steps that you want to copy in the current Flow.
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Steps can be selected only as a sequence. In case, you select step 1 and then try to select step 4, then all steps in-between are also selected.
Click Copy steps.
Finish creating the Flow.
Copy steps to an existing Flow
Use the following steps to copy steps from a Flow:
Navigate to the Whatfix Desktop Dashboard.
Hover your cursor over the Flow in which you want to copy steps from an existing Flow, and then click the Edit icon.
Click Launch live edit.
Once the Editor launches your application, navigate to the step where you want to insert the copied steps.
On the Whatfix Editor toolbar, click the Insert button, and then click Steps from another flow before or Steps from another flow after option, depending on where you want to insert the steps.
Select the Flow from which you want to copy the steps, and then click Open flow.
Select the steps that you want to copy.
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Steps can be selected only as a sequence. In case, you select step 1 and then try to select step 4, then all steps in-between are also selected.
Click Copy steps.
Once the copied steps are added, click Save.
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