Trigger a Flow using User Actions
- 27 Sep 2024
- 1 Minute To Read
- Print
- DarkLight
- PDF
Trigger a Flow using User Actions
- Updated On 27 Sep 2024
- 1 Minute To Read
- Print
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
Whatfix enables you to configure a Flow to play automatically based on an action your users perform on the application. When you link a Flow with a User Action, the User Action acts as a trigger and starts the Flow once the identified action is completed by the user.
Link User Action to a flow
Prerequisites:
Create User Action for the element that acts as a trigger. For more information, see Create a User Action.
Create a Flow that you want to run when the User Action is triggered.
Use the following steps to link a User Action to a Flow:
On the Whatfix Guidance dashboard, click Content.
Click Flows.
Hover your cursor over the required Flow, and then click the Edit icon.
Go to the step and then click Edit.
Scroll down to the bottom and in the Flow Trigger tile, click Add User Action.
Select the User Action that acts as a trigger to the Flow using the dropdown.
Click Save.
Was this article helpful?