---
title: "Edit a Flow"
slug: "editing-a-flow"
updated: 2026-08-13T15:09:24Z
published: 2026-08-13T15:09:24Z
canonical: "support.whatfix.com/editing-a-flow"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.whatfix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Edit a Flow

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:

1. On Whatfix Studio, click the Flow step you want to edit. ![Click_Flowstep](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click_Flowstep.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A36%3A05Z&se=2026-11-12T09%3A36%3A05Z&sr=c&sp=r&sig=dF%2F0SqsEr5%2BF7kEEPdSrTgDEwn5JxCOOOahTI1gsQaQ%3D)
2. Click **Edit** **step**. ![click_edit_flow_step](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/click_edit_flow_step.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A36%3A05Z&se=2026-11-12T09%3A36%3A05Z&sr=c&sp=r&sig=dF%2F0SqsEr5%2BF7kEEPdSrTgDEwn5JxCOOOahTI1gsQaQ%3D)
3. Make changes to the step, and then click **Save**. ![Click_Save_Studio](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click_Save_Studio.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A36%3A05Z&se=2026-11-12T09%3A36%3A05Z&sr=c&sp=r&sig=dF%2F0SqsEr5%2BF7kEEPdSrTgDEwn5JxCOOOahTI1gsQaQ%3D)

**Post Flow creation: Using Whatfix Guidance 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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_content.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A36%3A05Z&se=2026-11-12T09%3A36%3A05Z&sr=c&sp=r&sig=dF%2F0SqsEr5%2BF7kEEPdSrTgDEwn5JxCOOOahTI1gsQaQ%3D)
2. Click **Flows**. ![ia_left%20nav_flows](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left%20nav_flows.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A36%3A05Z&se=2026-11-12T09%3A36%3A05Z&sr=c&sp=r&sig=dF%2F0SqsEr5%2BF7kEEPdSrTgDEwn5JxCOOOahTI1gsQaQ%3D)
3. Hover your cursor over the Flow you want to update, and then click the **Edit** icon. ![Desktop_Click_edit](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Desktop_Click_edit.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A36%3A05Z&se=2026-11-12T09%3A36%3A05Z&sr=c&sp=r&sig=dF%2F0SqsEr5%2BF7kEEPdSrTgDEwn5JxCOOOahTI1gsQaQ%3D)
4. Go to the required step, and then click anywhere on the step card to edit it. ![db_edit_flow_card](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/db_edit_flow_card.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A36%3A05Z&se=2026-11-12T09%3A36%3A05Z&sr=c&sp=r&sig=dF%2F0SqsEr5%2BF7kEEPdSrTgDEwn5JxCOOOahTI1gsQaQ%3D)

1. Make changes to the Flow step and then click **Save**. ![Dashboard_flow_edit_save_step](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_flow_edit_save_step.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A36%3A05Z&se=2026-11-12T09%3A36%3A05Z&sr=c&sp=r&sig=dF%2F0SqsEr5%2BF7kEEPdSrTgDEwn5JxCOOOahTI1gsQaQ%3D)
2. Click **Save**. ![Dashboard_flow_edit_save](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_flow_edit_save.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A36%3A05Z&se=2026-11-12T09%3A36%3A05Z&sr=c&sp=r&sig=dF%2F0SqsEr5%2BF7kEEPdSrTgDEwn5JxCOOOahTI1gsQaQ%3D)

**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:

1. On the Whatfix Guidance dashboard, click **Content**. ![ia_left_nav_content](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_content.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A36%3A05Z&se=2026-11-12T09%3A36%3A05Z&sr=c&sp=r&sig=dF%2F0SqsEr5%2BF7kEEPdSrTgDEwn5JxCOOOahTI1gsQaQ%3D)
2. Click **Flows**. ![ia_left%20nav_flows](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left%20nav_flows.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A36%3A05Z&se=2026-11-12T09%3A36%3A05Z&sr=c&sp=r&sig=dF%2F0SqsEr5%2BF7kEEPdSrTgDEwn5JxCOOOahTI1gsQaQ%3D)
3. Hover your cursor over the required Flow, and then click the **Edit** icon. ![DB_CLM_Click_Edit.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/DB_CLM_Click_Edit%281%29.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A36%3A05Z&se=2026-11-12T09%3A36%3A05Z&sr=c&sp=r&sig=dF%2F0SqsEr5%2BF7kEEPdSrTgDEwn5JxCOOOahTI1gsQaQ%3D)
4. Click **Launch live edit**. ![Dashboard_flow_launch_live](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_flow_launch_live.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A36%3A05Z&se=2026-11-12T09%3A36%3A05Z&sr=c&sp=r&sig=dF%2F0SqsEr5%2BF7kEEPdSrTgDEwn5JxCOOOahTI1gsQaQ%3D)
5. Click **OpenWhatfixEditorLauncher** button in the dialogue box. ![Snag_188596.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Snag_188596.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A36%3A05Z&se=2026-11-12T09%3A36%3A05Z&sr=c&sp=r&sig=dF%2F0SqsEr5%2BF7kEEPdSrTgDEwn5JxCOOOahTI1gsQaQ%3D)
6. Once Whatfix Studio launches on the application, click the Flow step you want to edit. ![click_edit_flow.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/click_edit_flow.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A36%3A05Z&se=2026-11-12T09%3A36%3A05Z&sr=c&sp=r&sig=dF%2F0SqsEr5%2BF7kEEPdSrTgDEwn5JxCOOOahTI1gsQaQ%3D)
7. Click **Edit step**. ![edit_step_launch_live.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/edit_step_launch_live%282%29.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A36%3A05Z&se=2026-11-12T09%3A36%3A05Z&sr=c&sp=r&sig=dF%2F0SqsEr5%2BF7kEEPdSrTgDEwn5JxCOOOahTI1gsQaQ%3D)
8. Make the necessary changes to the Flow step, and then click **Save**. ![save_step_desktop.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/save_step_desktop.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A36%3A05Z&se=2026-11-12T09%3A36%3A05Z&sr=c&sp=r&sig=dF%2F0SqsEr5%2BF7kEEPdSrTgDEwn5JxCOOOahTI1gsQaQ%3D)
9. Click **Save Flow**. ![Click_save_flow.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click_save_flow.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A36%3A05Z&se=2026-11-12T09%3A36%3A05Z&sr=c&sp=r&sig=dF%2F0SqsEr5%2BF7kEEPdSrTgDEwn5JxCOOOahTI1gsQaQ%3D)

> [!WARNING]
> 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**. ![Studio_Switcher_Flow_Types](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Switcher_Flow_Types.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A36%3A05Z&se=2026-11-12T09%3A36%3A05Z&sr=c&sp=r&sig=dF%2F0SqsEr5%2BF7kEEPdSrTgDEwn5JxCOOOahTI1gsQaQ%3D)
> 
> | **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](/desktop/docs/clone-free-floating-steps-in-flows) and [Create a Free-floating Flow step](/desktop/docs/create-free-floating-flows).
> - Free-floating Flows is currently Beta. Contact [support@whatfix.com](mailto:support@whatfix.com?subject=Enable%20Flows%20with%20Free-floating%20steps%20&body=Hi%0A%0ACould%20you%20please%20enable%20the%20Flows%20with%20Free-floating%20steps%20on%20my%20ENT.%0A%0AThanks) for more information.

Whatfix Studio is a browser plug-in that enables you to create various types of Whatfix content, such as Flows, Smart Tips, Beacons, and so on. The plug-in can be installed on Google Chrome and the new Microsoft Edge browsers.