Edit a Flow

Whatfix enables to edit every aspect of a Flow. You can change the Flow name, Tooltip position, add a new step, delete a step, hide sensitive information, etc.

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

1. Navigate to the Whatfix Desktop Dashboard.
   

2. Hover the cursor over the Flow you want to edit, and then click the Edit button.
   

3. Click Edit on the step you want to edit.
   

4. Make the changes and then click Save Step at the end of the page.
   

5. Click Save. 
   

Editing a Flow using the Launch live edit

Whatfix Desktop enables you to edit and manage changes in your UI so you don't have to recreate the respective Flow every time your application undergoes a change. If your Flow is broken because one of your steps in the Flow has changed, you can quickly make it work again by reselecting the element using the Launch live edit option.

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

1. Navigate to the Whatfix Desktop Dashboard.
   

2. Navigate to the Flow that you want to update and then click the Edit icon.
   

3. Click Launch live edit.
   

4. Once the Flow has launched, click Edit on the step you want to edit..
   

5. Make changes to the required step then click Save Step.
   

8. Navigate through all the succeeding steps till you reach the last step of the Flow.

9. Click Save.