--- title: "New Visibility Rules for Branching in Flows" slug: "advanced-visibility-rules-for-branching-in-flows" updated: 2026-01-08T08:04:50Z published: 2026-01-08T08:04:50Z --- > ## 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. # New Visibility Rules for Branching in Flows > [!WARNING] > Note: > > Branching Rules are now available as **New Visibility Rules** in Studio. Previously, Branching rules offered only basic visibility conditions, offering minimal control over where and to whom the branch would appear. To apply advanced logic, users often had to rely on Advanced Customization (AC), which created technical dependencies and slowed down content creation. With New Visibility Rules for Branching on Studio, you can define exactly where, when, and for whom a Branch Flow appears. These rules apply only to the specific step they're configured on, making it easier to create more personalized and dynamic experiences. The following table lists all the available conditions for configuring the Branching Rules. These conditions determine when, where, and to whom branches of a Flow are shown in your application. | Clause | Branching Rule Condition | Corresponding Previous Display Rule Condition | Description | | --- | --- | --- | --- | | #### Where does the Branch appear? | URL![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-Z0SZS6ZI.png) | [URL](/studio/docs/url-condition-rules)![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-M19QIWH3.png) | Show the Branch when the current page URL matches the specified URL. | | Domain![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-359PGJN3.png) | [URL Hostname](/studio/docs/url-condition-rules)![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-9YY1HCLU.png) | Show the Branch when the domain of the current page matches the configured domain. | | URL path![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-SSB8JP5F.png) | [URL path](/studio/docs/url-condition-rules)![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-YZV6FS4A.png) | Show the Branch when the path of the current page URL matches the specified path. | | URL parameter![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-ROBN8YBO.png) | [URL parameter](/studio/docs/url-condition-rules)![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-T7A6PJQ9.png) | Show the Branch when the current page URL matches the specified URL parameter(s). | | URL hash value![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-VRCHNVFE.png) | [URL Hash](/studio/docs/url-condition-rules)![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-7ZY01FEZ.png) | Show the Branch if the hash value in the URL matches the specified value. | | Page tags![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-ZT7Y1IG5.png) | NA | Show the Branch if the page has matching page tags. | | #### When will the Branch stop appearing? | Something on the application![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-MR5IUPKC.png) | [Other Element on page](/studio/docs/other-element-is-condition-rule)![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-MG9E6H7E.png) | Show the Branch based on the presence of a specific element on the page, such as an element, local storage value, cookie value, or more. | | [Selected Element Is](/studio/docs/selected-element-condition-rules)![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-9H8Y90O7.png) | | User performing an action![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-F6HH0R4B.png) | [Action Element Is](/studio/docs/action-element-condition-as-display-rules) ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-3Y2EMCO0.png) | Previously referred to as **Action Element**rules, these rules enable you to show a branch when the end user interacts with a specific element on your application. This helps guide users down different paths in a Flow based on their interaction, ensuring the branched Flow is triggered only when the intended element is clicked. For more information, see [Action Element conditions as Display Rules](/studio/docs/action-element-condition-as-display-rules). | | #### Who does the Branch appear to? | Enterprise Attributes![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-5WHE0JPQ.png) | [Enterprise Attribute](/studio/docs/enterprise-attributes-for-content-segmentation)![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-L828891K.png) | Segment the Branch based on user roles, departments, geography, accounts, and more. | | User Attributes![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-HJCZO4I5.png) | [User Attribute](/studio/docs/user-attributes)![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-S87EE6QL.png) | Segment the Branch based on end-user information from your application. | | Roles![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-0FYJFSW7.png) | NA | Show the branch to different users with the use of Role tags. For example, an admin user can be shown more and different content when compared to a basic user. | | | Cohorts > [!WARNING] > Note: > > Cohorts is a Beta feature. To enable it, contact [support@whatfix.com](mailto:support.whatfix.com?subject=Enable%20Cohorts&body=Team%2C%20please%20enable%20cohorts%20for%20the%20following%20ENT%20ID%3A). | NA | Show the Branch to specific user groups based on certain use cases. | | | Salesforce Objects > [!WARNING] > Note: > > Salesforce Objects is a Beta feature. To enable it, contact [support.whatfix.com](mailto:support.whatfix.com?subject=Enable%20Salesforce%20Objects&body=Team%2C%20please%20enable%20Salesforce%20Objects%20for%20the%20following%20ENT%20ID%3A). | NA | Salesforce Lightning objects are properties that help Whatfix serve relevant content to Salesforce Lightning users based on existing Salesforce Lightning properties that help identify different users. Using Salesforce Lightning objects helps you to show relevant content to your users. | Use the following steps to configure New Visibility Rules for Branching: **Step 1: Create a Flow as per your requirement**. For more information, see [Create a Flow](/studio/docs/creating-a-flow). **Step 2: Add a branch to the Flow.** Whatfix enables you to create branched Flows in the following two ways: - **Create new Flow** - **Add existing Flow** ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Add_Branch.png) Click the following accordions for more details. ****Create a new Flow**** Use the following steps to create a Branch Flow: 1. Once you click the **Branch** icon, click **Create new Flow**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click_Create_new_Flow.png) 2. Enter a name for the Branch Flow. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Branch_Enter_name.png) 3. In the **Description** text box, enter the description. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Branch_Enter_Description(2).png) > [!WARNING] > Note: > > The Branch description text is solely for your (Content author's) reference and is not visible to your end users. > > The maximum character limit for Branch description is 100 characters. 4. Click**Next**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Click_next.png) 5. Click **Add Step**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Add_Step(1).png) 6. Click the desired element on the page that the user needs to select. 7. Review or edit the auto-generated action text on the step. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Edit_Tip(1).png) 8. Under **CONFIGURATIONS**, expand **Appearance**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Click_Configurations.png) Make the following configurations: a. Select a Tool tip appearance from the available options. b. Select the tip Color from the existing color picker or enter the hex code of the desired color. c. Select the Close (X) color from the existing color picker or enter the hex code of the desired color. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_configurations(1).png) 9. Click **Position** and select the desired position for the tooltip. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Configure_position.png) 10. Go to the **ADVANCED OPTIONS** tab, expand the **Display Rules** section, and then click **Add Rule** to set the **Display Rules**. For more information on Display Rules, see [Display Rules for showing tooltips](/studio/docs/display-rules-for-showing-tooltips). ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Add_Display_RUle.png) > [!NOTE] > Info: > > To enable optional step, under **More Options**, enable the **Make this an optional step** toggle. For more information, see [Define a step as optional](/studio/docs/defining-a-step-as-optional). ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-U5XXA4HG.png) 11. Click **Save Step**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Click_Save_Step.png) 12. To add additional steps, repeat steps 5 to 11. 13. Click **Next**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Click_next(1).png) 14. On the **Set Rules** page, set the following conditions: 1. **Where does the Branch appear?** 2. **When does the Branch start appearing?** 3. **Who does the Branch appear to?** ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/AVR_branch(1).png) 15. Once you have added all the required Branching Rules, click **Confirm**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Click_Confirm.png) > [!NOTE] > Info: > > Once you create a Branch Flow, a **Visualization** icon appears on the bottom right of Whatfix Studio. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click_Visualization.png) A flowchart that displays a single-view representation of how the entire Flow appears. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Visualization(1).png) > > For more information, see [Visualize the Branching in a Flow](/studio/docs/visualize-the-branching-in-a-flow). 16. Once the branch is created, click **Save Flow**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click_Save_Flow(1).png) ****Add existing Flow**** Use the following steps to add a branch by adding an existing Flow: 1. Once you click the **Branch** icon, click **Add existing Flow**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/click_branch.png) 2. Select the Flow you want to branch to. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Select_branch_element.png) 3. Click **Next**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/AVR_Click)next(1).png) 4. Select the step number you want the Flow to jump to. 5. Click **Next**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/AVR_Click)next(1).png) 6. On the **Set Rules** page, set the following conditions: 1. **Where does the Branch appear?** 2. **When does the Branch start appearing?** 3. **Who does the Branch appear to?** ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/AVR_branch(2).png) 7. Once you have added all the required Branching Rules, click **Save**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Branch_Save.png) > [!NOTE] > Info: > > Once you create a Branch Flow, a **Visualization**icon appears on the bottom right of Whatfix Studio. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click_Visualization.png) A flowchart that displays a single-view representation of how the entire Flow appears: ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Visualization.png) > > For more information, see [Visualize the Branching in a Flow](/studio/docs/visualize-the-branching-in-a-flow). 8. Once the branch is created, click **Save Flow**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click_Save_Flow(2).png) ## Related - [Visibility Rules Best Practices](/visibility-rules-best-practices.md)