Edit a Flow
- 17 Sep 2024
- 1 Minute To Read
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Edit a Flow
- Updated On 17 Sep 2024
- 1 Minute To Read
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Print
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Whatfix enables you to edit every aspect of a Flow. Change the Flow name, Tooltip position, add a new step, delete a step, hide sensitive information, and more.
You can edit a Flow in the following instances:
Post Flow creation: Using Dashboard
Use the following steps to edit a Flow on the Whatfix Dashboard:
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On the Whatfix Guidance dashboard, click Content.
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Click Flows.
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Hover your cursor over the required Flow, and then click the Edit icon.
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Go to the step and then click Edit.
Make the changes and then click Save Step at the end of the page.
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 on the pop-up.
Once the Studio launches, 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.
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