Create a Flow
  • 07 Dec 2023
  • 2 Minutes To Read
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Create a Flow

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  • PDF

Article summary

Whatfix Flows are sequential steps that help users learn an objective or complete a task through a series of step-by-step actions. Flows handhold users through various sequential tasks. These steps display as a layer over your web application.

Use the following steps to create a Flow:

  1. Log in to the application where you want to create content, and then launch the Whatfix Studio.
    CLM_editor plug in2

  2. Click Flow.

  1. Enter the name of the Flow as you want it displayed to the users.

  2. Click + Add Step.

  3. Click the desired element on the page that the user needs to select.

  4. Review/Edit the auto generated action text on the step.


Enter any additional information that you want to provide in the description section of the tooltip.

  1. Under CONFIGURATIONS, choose the desired position of the tooltip.

  2. Click Save Step.

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Click Preview to preview the Flow during the Flow creation on Studio. The Flow opens in a new tab and displays the steps that are created on the application. You must create and save at least one step to enable Preview.

  1. Go to where you want to start the next step and then click + Add Step on the Whatfix toolbar.

  2. Repeat steps 5 to 8 to add additional steps.

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Display Rules enable you to configure Flows to display the tooltip only when pre-determined conditions are met.

Use the following steps to add Display Rules to Flow steps:


b. Expand the Display Rules section and then click + Add Rule. Display Rules enable you to configure Flows to display the tooltip only when pre-determined conditions are met.

c. Set the desired conditions. For more information on the different conditions that can be used in Display Rules, see Visibility and Display Rule Conditions

You can add multiple conditions using the + Add Rule button if needed.

  1. Click Save Flow.
  • You can edit a Flow step during the Flow creation. For more information, see Edit a Flow.
  • The Flow you created is saved on Whatfix, the Flow needs to be pushed to the Whatfix CDN servers before it is available for your users. You may be able to see the content using the Preview mode or the See Live option (during content creation), but for the content to be live and reflect on your end user's application, you must perform a Push to Production.
  1. Once you are done creating the Flow, select the content, and then click Send to ready.

  2. Go to the Ready Stage and select the Flow to move it to Production Stage, and then click Push to production.

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