Create a Flow
- 18 Jan 2023
- 1 Minute To Read
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Create a Flow
- Updated On 18 Jan 2023
- 1 Minute To Read
-
Print
-
DarkLight
-
PDF
Flows handhold your users through various sequential tasks on a desktop application.
Use the following steps to create a Flow,
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Open the desktop application where you'd like to create the Flow and then launch the Whatfix Desktop Editor.
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Click Flow.
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Enter the name of the Flow as you want it displayed to the users.
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Click +Step.
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Click the desired element on the page that the user needs to select.
Note
You can use left or right-click on the mouse to select an element.
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Enter the purpose and description for the step.
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To capture the next step, click Add Step.
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Repeat steps 5 to 7 to add additional steps.
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When all the steps are captured, on the Whatfix toolbar, click Maximize.
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Click Save.
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