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Create a Flow
  • 20 Nov 2023
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Create a Flow

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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.
    clm_Studio_flows

  1. Enter the name of the Flow as you want it displayed to the users.
    Editor_flow_name6

  2. Click + Add Step.
    Editor_flow_addstep

  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.
    Editor_flow_tooltip

Info

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.
    Editor_flow_position

  2. Click Save Step.
    Editor_flows_save_step

your title goes here

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.
Create-Flow-Preview-Button

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

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

your title goes here

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:

a. Click ADVANCED OPTIONS.
Editor_flow_advanced_options1

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.
Editor_flow_add_rule

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
Editor_flow_display_rule

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

  1. Click Save Flow.
    Studio-SaveFlow-Button
Info

You can edit a Flow step during the Flow creation. For more information, see Edit a Flow.


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