Top
Creating a Flow
  • 1 Minute To Read
  • Print
  • Dark
    Light

Creating a Flow

  • Print
  • Dark
    Light

Flows handhold users through various sequential tasks.

To create a Flow,

  1. Log in to the application where you want to create content and then launch the Whatfix Editor.
    editorplugin
your title goes here

If you use Whatfix with multiple accounts/applications, after launching the Editor, make sure you select the right account from the top left drop-down menu.
editor_acc_select

  1. Click Flow.
    editor_flow.png

  2. Enter the name of the Flow as you want it displayed to the users.
    name_your_flow_field1.png

  3. Click +Step.
    %2Bstep1.png

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

    Note

    You can use left or right-click on the mouse to select an element.

    flow_element_select(1)

  5. Review/Edit the auto generated action text on the step.
    flow_create_purpose(1).png

  6. Enter any additional information that you want to provide and then click Add Step.
    add_step(1).png

  7. To capture the next step, navigate to where you want to start the next step and then click in the Whatfix toolbar, click +Step.
    WhatfixToolbar_step(1).png

  8. Repeat steps 5 to 7 to add additional steps.

  9. When all the steps are captured, on the Whatfix toolbar, click Maximize.
    WhatfixToolbar_maximize(1).png

  10. Click Save.
    Documentation/flow_maximize_save(1).png

Was This Article Helpful?