Creating a Flow

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.
   

2. Click Flow.
   

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

4. Click +Step.
   

5. 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.

   

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

7. Enter any additional information that you want to provide and then click Add Step.
   

8. To capture the next step, navigate to where you want to start the next step and then click in the Whatfix toolbar, click +Step.
   

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

10. When all the steps are captured, on the Whatfix toolbar, click Maximize.
    

11. Click Save.