Edit a Flow
- 05 Jan 2026
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Edit a Flow
- Updated On 05 Jan 2026
- 1 Minute To Read
- Print
- DarkLight
- PDF
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Whatfix enables you to edit a Flow both during creation and post-creation. For example, you can change the Flow name, adjust the tooltip position, add a new step, delete a step, hide sensitive information, and more.
Expand the following accordions for more details:
During Flow creation: Using Whatfix Guidance Dashboard
Use the following steps to edit the Flow steps during Flow creation:
- On Whatfix Studio, click the Flow step you want to edit.
- Click Edit step.
- Make changes to the step, and then click Save.
Post Flow creation: Using Whatfix Guidance Dashboard
Use the following steps to edit a Flow on the Whatfix Dashboard:
On the Whatfix Guidance dashboard, click Content.
Click Flows.
Hover your cursor over the Flow you want to update, and then click the Edit icon.
Go to the step and then click the Edit icon.
Make changes to the Flow step and then click Save.
Click Save.
Post Flow creation: Using Launch live edit
Use the following steps to edit Flow steps post Flow creation using 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:
On the Whatfix Guidance dashboard, click Content.
Click Flows.
Hover your cursor over the required Flow, and then click the Edit icon.
Click Launch live edit.
Click OpenWhatfixEditorLauncher button in the dialogue box.
Once Whatfix Studio launches on the application, click the Flow step you want to edit.
Click Edit step.
Make the necessary changes to the Flow step, and then click Save.
Click Save Flow.
Note:
- With the Flow enhancement feature, you have the option to select two types of Flow steps, and not just element latching Flows. A dialog box appears on the application to highlight the two types of Flows. Under Choose step type, select a Flow step based on your requirements: either Attached to element or Free-floating.
| Attached to element | Free-floating |
| When you select this type of Flow step, it remains attached to an element on your application. | When you select this type of Flow step, it remains flexibly positioned devoid of any element attachment. |
For more information, see Free-floating Flows and Create a Free-floating Flow step.
Free-floating Flows is currently Beta. Contact support@whatfix.com for more information.
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