Top
Create a Flow
  • 18 Jan 2023
  • 1 Minute To Read
  • Dark
    Light
  • PDF

Create a Flow

  • Dark
    Light
  • PDF

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


Was this article helpful?

What's Next
Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.