Create a Flow
- 11 Apr 2023
- 1 Minute To Read
- Print
- DarkLight
- PDF
Create a Flow
- Updated On 11 Apr 2023
- 1 Minute To Read
- Print
- DarkLight
- PDF
Article Summary
Share feedback
Thanks for sharing your feedback!
Flows handhold your users through various sequential tasks on a desktop application.
Use the following steps to create a Flow:
Open the desktop application where you'd like to create the Flow and then launch the Whatfix Desktop Editor.
Click Flow.
Enter the name of the Flow as you want it displayed to the users.
Click +Step.
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.
Enter the purpose and description for the step.
To capture the next step, click Add Step.
Repeat steps 5 to 7 to add additional steps.
When all the steps are captured, on the Whatfix toolbar, click Maximize.
Click Save.
Was this article helpful?