Create an Alternate Flow
- 18 Nov 2024
- 1 Minute zum Lesen
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Drucken
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DunkelLicht
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Create an Alternate Flow
- Aktualisiert am 18 Nov 2024
- 1 Minute zum Lesen
-
Drucken
-
DunkelLicht
-
pdf
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Artikel-Zusammenfassung
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Alternate Flows handhold your users through various sequential tasks on a desktop application. Alternate Flows can be created in two ways:
- From scratch using Whatfix Studio. The rest of this article discusses this method.
- From an existing Flow using the play_as_card tag. For more information about this method, see Convert an existing Flow to an Alternate Flow.
Use the following steps to create an Alternate Flow from scratch:
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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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Drag the cursor to select an element on the page.
your title goes here
After you select an element, a card pops up on the top left corner of your screen. It includes the screenshot of the selected element with the tip and the description placeholders.
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Enter the action text in the Purpose of the tip section of the card. In the Describe the step action section, enter any additional information that you want to provide.
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Under CONFIGURATIONS, choose the desired position of the card.
your title goes here
If you want to censor sensitive information from the screenshot, go to ADVANCED OPTIONS, and then click Censor sensitive info. For more information, see Hide sensitive information in screenshots.
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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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If you want to add more steps to the Flow, repeat steps 5 to 7.
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Click Save Flow.
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Go to the Whatfix Guidance 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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