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Create a Flow
  • 18 Jan 2023
  • 1 Minute To Read
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Contents

Create a Flow

  • Updated On 18 Jan 2023
  • 1 Minute To Read
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  • Dark
    Light
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Flows handhold your users through various sequential tasks on a desktop application.

Use the following steps to create a Flow,

  1. Open the desktop application where you'd like to create the Flow and then launch the Whatfix Desktop Editor.

  2. Click Flow.
    desktop-click-flows-editor

  3. Enter the name of the Flow as you want it displayed to the users.
    desktop-name-fow

  4. Click +Step.
    73

  5. Click the desired element on the page that the user needs to select.
    desktop-select-elements-flow

Note

You can use left or right-click on the mouse to select an element.

  1. Enter the purpose and description for the step.
    desktop-flow-step-desc

  2. To capture the next step, click Add Step.
    53

  3. Repeat steps 5 to 7 to add additional steps.

  4. When all the steps are captured, on the Whatfix toolbar, click Maximize.
    WhatfixToolbar_maximize1.png

  5. Click Save.
    Documentation/flow_maximize_save1.png

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