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Adding or inserting a step after Flow creation
  • 31 May 2022
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Adding or inserting a step after Flow creation

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Whenever there is some minor change to your application, you need not recreate content. You can make the incremental change by simply inserting a new step to make the Flow current again.

Use the following steps to add a step to an existing Flow,

  1. Navigate to the Whatfix Dashboard. 

    Goto_dashboard

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

    RB_dashboard_flow_edit_button

  3. Click Launch live edit.
    CLMDashboard_flows_launch_live_edit

  4. Once the Editor launches your application, navigate to the step where you would like to insert a step.

  5. On the Whatfix Editor toolbar, click the Insert button, and then click the Step before or Step after option, depending on where you want to insert the step.
    RB_EDT_insert_steps_before_after

Note
When the element to be selected is an item in a drop-down menu, it may be a challenge to select the element because the drop-down menu closes when you click any other action on the page. In such cases, you can use the following keyboard shortcuts to capture the element
- Insert Step Before: ctrl + shift + z
- Insert Step After: ctrl + shift + x
- To add a step at the end of the Flow: ctrl + shift + a
  1. Enter the step description and other information, and then click Add Step.
    RB_editor_flow_add_step

  2. Click Maximize.
    Editor_flow_maximizeinsert

  3. Click Save.
    RB_editor_flow_save_button

This feature is applicable only to Flows and no other content type.

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