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Change the source URL of a Flow
  • 31 Jan 2025
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Change the source URL of a Flow

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Article summary

Whatfix enables the re-use of Flows across different domains or versions of your application. For example, if you have development and production environments, change the URL or use the dynamic URL feature to ensure that your Flows work in both environments.


Edit the URL of a Flow

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click Flows.
    ia_left%20nav_flows

  3. Hover your cursor over the required Flow, and then click the Edit icon.
    DB_CLM_Click_Edit.png

Info

Whatfix Content and Widgets can be edited in the Draft and Ready Stages.

  1. Scroll down to the end of the Flow.
    Dashboard_flow_laststep

  2. Under the Source URL of the Flow section, copy and paste the URL you want the Flow to run on.
    Dashboard_flow_sourceurl

  3. Click Save.
    Dashboard_flow_save_flow


Set a dynamic URL

When creating a Flow, wrap the dynamic portion of the URL with curly braces, as shown below.

Dashboard_flows_dynamicurl

Replace the dynamic portion using a script

When Whatfix Flows are used inside the application, you may already know this dynamic portion. Use the following script to inform Whatfix about the dynamic portion. Informing Whatfix enables avoiding the need for end users to type in an already known portion of the URL.

window._wfx_settings.dynamic = window.location.host;

Using the above script in your pages, the Whatfix Self Help widget (or any other embed options) replaces the dynamic portion in the URL with the current page host.

If multiple dynamic portions exist in the URL, separate them with a comma.

Note

Whatfix business users can place this script in their admin/integration section. Application users are not required to change anything or manually provide the web address. Whatfix automatically picks the current URL.


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