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    Create a Flow
    • 11 Apr 2023
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    Contents

    Create a Flow

    • Updated On 11 Apr 2023
    • 1 Minute To Read
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    Article Summary

    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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