Creating a Flow
- 1 Minute To Read
-
Print
-
DarkLight
Flows handhold users through various sequential tasks.
To create a Flow,
- Log in to the application where you want to create content and then launch the Whatfix Editor.
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.
-
Click Flow.
-
Enter the name of the Flow as you want it displayed to the users.
-
Click +Step.
-
Click the desired element on the page that the user needs to select.
NoteYou can use left or right-click on the mouse to select an element.
-
Review/Edit the auto generated action text on the step.
-
Enter any additional information that you want to provide and then click Add Step.
-
To capture the next step, navigate to where you want to start the next step and then click in the Whatfix toolbar, click +Step.
-
Repeat steps 5 to 7 to add additional steps.
-
When all the steps are captured, on the Whatfix toolbar, click Maximize.
-
Click Save.