Always start a Flow from step 1

Updated On 02 Feb 2023
2 Minutes To Read

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Whatfix enables you to configure certain flows to always start from the first step no matter where the user is on your application. This helps you guide your end users better.

When this feature is enabled for a specific flow, smart context gets overridden. This means that even if the user is not on the first screen of the flow, instead of starting the flow from the most relevant page that the user is on, the flow is prompted from the step 1.

Note

This feature only works if the first step of the flow is placed on a global element, that is, an element which is present across pages. In case you enable this feature for flows where the first step is not on global elements, then the flow breaks.

Use Cases

You can enable the feature for specific flows for the following:

When you have an onboarding flow created across different tabs of your application and you don't want your end users to skip any steps.
When the flow steps are dependent on each other, where steps 3 and 4 on a particular page depends on the actions user takes in steps 1 and 2 on the previous page of the application. For such flows, if the user needs assistance at step 3 and is launching the flow, Whatfix starts the flow from the first step taking them to the first page of the flow.

How to enable the feature for a Flow?

You can enable the feature using both the Studio (for a new flow) and the Dashboard (for an existing flow).

Enabling the feature for a new flow

Use the following steps to enable the feature for a new flow,

Log in to the application where you want to create content, and then launch the Whatfix Studio.
Click Flow.
Enter the name of the flow as you want it displayed to the users.
Create all the Flow steps.
Once you have created the Flow steps, click Edit Flow Details.
Click CONFIGURATIONS.
Scroll down to the end of the page.
Enable the Always start this flow on step 1 toggle.
Click Save.
Click Save Flow.

Enabling the feature for an existing flow

Info

You can choose enable the feature both from the Draft and Ready stages.

Use the following steps tp enable the feature for an existing flow,

On the Whatfix Dashboard, hover your cursor over the flow you want to enable the feature for, and then click the Edit icon.
Scroll down to the end of the page.
Under the Configuration section, enable the Always start this flow on step 1 toggle.
Click Save.