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Creating walkthrough
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Creating walkthrough

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Walkthroughs handhold users through various sequential tasks.

To create a walkthrough,

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

  2. Click  Flow.
    editor_flow.png

  3. Enter the name of the walkthrough as you want it displayed to a user.
    name_your_flow_field1.png

  4. Click +Step.
    %2Bstep1.png

  5. Click the desired element on the page that the user needs to select.
    flow_element_select(1)

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

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

  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.
    WhatfixToolbar_step(1).png

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

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

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

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