Adding or inserting a step after walkthrough 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 walkthrough current again.
To add a step to an existing walkthrough,
- Navigate to the Whatfix Dashboard.
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- Hover over the walkthrough you want to edit and click the Edit icon.
- Click Launch live edit.
- On your application, navigate to the step before/after where you would like to insert a step.
- On the Whatfix Editor toolbar, click the Insert button, and then click Step Before or Step After option, depending on where you want to insert the step.
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 walkthrough: ctrl + shift + a
- Insert Step Before: ctrl + shift + z
- Insert Step After: ctrl + shift + x
- To add a step at the end of the walkthrough: ctrl + shift + a
- Enter the step description and other information and then click Add Step.
- Click Maximize.
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- Click Save.
This feature is applicable only to Walkthroughs and no other content type.
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