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Edit an alternate Flow
  • 17 Jan 2025
  • 1 Minute zum Lesen
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Edit an alternate Flow

  • Dunkel
    Licht
  • pdf

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Artikel-Zusammenfassung

Whatfix enables the following edits in a Flow after it has been created:

Your title goes here

Flows can be edited only in the Draft or Ready stages.

Edit the Flow in the following instances:

Post Flow creation: Using Dashboard

Use the following steps to edit a Flow on the Whatfix Dashboard:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click Flows.
    ia_left%20nav_flows

  3. Hover your cursor over the required Flow, and then click the Edit icon.
    Desktop_Click_edit

  4. Go to the step and then click Edit.
    Dashboard_flow_edit_option

  1. Make the changes, and then click Save Step at the end of the page. WhatfixDesktop_Save_Step

  2. Click Save.
    click_save_creating_walkthrough.png

Post Flow creation: Using Launch live edit

Whatfix Desktop enables editing and management of UI changes, eliminating the need to recreate the respective Flow each time an application undergoes a change. If a Flow breaks due to a change in one of its steps, quickly restore functionality by reselecting the element using the Launch live edit option.

Use the following steps to edit a Flow using Launch live edit:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click Flows.
    ia_left%20nav_flows

  1. Hover your cursor over the required Flow, and then click the Edit icon. DB_CLM_Click_Edit.png

  2. Click Launch live edit.
    newedit2.png

  3. On the pop-up, click Open WhatfixEditorLauncher.

    Snag_188596.png

  1. Once Studio launches, click the Flow step you want to edit.
    click_edit_flow.png

  2. Click Edit step.

  3. Make the necessary changes to the Flow step, and then click Save. save_step_desktop.png

  4. Click Save Flow.
    Click_save_flow.png

Your title goes here

Push the Flow to production to see the updated Flow.


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