Create a Flow
- 23 Sep 2024
- 1 Minute To Read
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Create a Flow
- Updated On 23 Sep 2024
- 1 Minute To Read
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Print
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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 would like to create the Flow and then launch the Whatfix Desktop Studio.
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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 + Add Step.
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Click the desired element on the page that the user needs to select.
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Enter action text and any additional information that you want to provide in the description section of the tooltip.
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Under CONFIGURATIONS, choose the desired position of the tooltip.
your title goes here
Display Rules enable you to configure Flows to display the tooltip only when pre-determined conditions are met.
Use the following steps to add Display Rules to Flow steps:
a. Click ADVANCED OPTIONS.
b. Expand the Display Rules section and then click + Add Rule. Display Rules enable you to configure Flows to display the tooltip only when pre-determined conditions are met.
c. Set the desired conditions. For more information on the different conditions that can be used in Display Rules, see Visibility and Display Rule Conditions.
Add multiple conditions using + Add Rule if needed.
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Click Save Step.
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To capture the next step or additonal steps, click + Add Step.
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Repeat steps 5 to 7
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Click Save Flow.
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Go to the Whatfix dashboard.
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In the Draft stage, select the Flow, and then click Send to ready.
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In the Ready stage, select the Flow, and then click Push to production.
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