Understand Action Buttons in Flows
- 20 Nov 2025
- 4 Minuten zu lesen
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Understand Action Buttons in Flows
- Aktualisiert am 20 Nov 2025
- 4 Minuten zu lesen
- Drucken
- DunkelLicht
- pdf
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Whatfix enables you to add Action Buttons in Flows. Action Buttons enable users to click a Flow and proceed ahead, without clicking any UI element on the base application. Add Action Buttons in Flow Steps and configure them to trigger a new flow, trigger a branch, jump to any other step in the same flow, move to the next step(s), or open external URLs. It also supports decision tree scenarios. The feature is available for both Free-floating and Attached to element step types in Flows. For more information, see Create a Flow and Free-floating steps in Flows.
Note:
Action Buttons for Flows is currently in Beta. To enable the feature, contact support@whatfix.com.
Configure the Action Buttons
Log in to the application where you want to create content, and then launch the Whatfix Studio.
Click Flow.
Enter the name of the Flow as you want it displayed to the users.
Click + Add Step.
Under Choose step type, select the Flow step type.
Info:
You also have the option to select a default template by clicking Set as Default for all the subsequent steps in a Flow. If you change the default step at an enterprise (ENT) level, it appears the same for all the users using that ENT.
- Click the desired element on the page that the user needs to select.
Click the + icon on the tooltip to add buttons.
Under Label, add a Button name and then click the Save icon.
Info:
Select Bold, Italic, and/or Underline to customize the Button Label.
Add up to five buttons in a Flow step.
The character limit for Button Label is up to 50 characters.
On Action, click the Select action dropdown.
Select the Action based on your requirements.
Here’s a detailed breakdown of each action on the buttons in Flow steps:
Select action | Description | Example use case |
|---|---|---|
Next Step | Directs you to the next step in the Flow through the button. For more information, see What is Next Step in Action Buttons and On click of next button in Step Completion Rule? | After reviewing company policies in an onboarding Flow, the user clicks “Continue” to move directly to the next step, where they set up their email and internal tools. |
Jump to another step | Launches you to any other step in the same Flow. | While troubleshooting an issue, the user finds their problem is already resolved and clicks “Skip to Feedback” to jump past the remaining steps and submit their experience. |
Go to a branch (Conditional branching in Action Buttons is in Beta. Contact support@whatfix.com to enable the feature.) | Helps you create user-led conditional workflows. | The user is asked what kind of help they need. Based on their selection, clicking “Billing Support” or “Technical Help” takes them to a specific branch of the Flow tailored to that issue. |
Attach URL | Directs you to an external link. | During a product tour, the user clicks “Learn More” to open a help center article URL in a new tab for more guidance on the feature. |
Attach another flow | Helps you navigate between two Flows. | At the end of a basic setup Flow, the user clicks “Start Advanced Setup” to seamlessly launch another Flow that’s linked to walk them through more complex configuration steps. |
Customize the Action Buttons
Select the Button Type: either Filled, Outlined, or Custom.
Click Padding to choose the Button width, Vertical and/or Horizontal Padding, and/or Corner Radius.
Padding applies to all the three Button Types: Filled, Outlined, and Custom.
The following table shows the padding options that are available:
Padding | Description | UI appearance |
|---|---|---|
Button width | Defines how wide the button appears, affecting its overall size and prominence. Use either the Fit Content or Fill Space options to adjust the Button width. |
|
Vertical Padding (px) | Adds space to the left and right inside the button, increasing content spacing. |
|
Horizontal Padding (px) | Adds space above and below the button's content, adjusting its width. |
|
Corner Radius (px) | Controls how rounded the button’s corners are, influencing its visual style. |
|
Note:
When you add more than one button to a Flow step, you have the option to select the Arrangement, Alignment, and Gap of the buttons in each step, using the following steps:
Click the space between the buttons.
a. On Arrangement, click either Vertical or Horizontal to choose the placement of the buttons.
b. On Alignment, click either Left, Center, or Right to adjust the button positions. The option works only for buttons that have the Button Width set as Fill Space.
c. On Gap, decrease or increase the spacing between buttons.
How to use Custom styling to create buttons based on your brand design guidelines?
a. Click Styling.
The Styling option is available only for Custom buttons, and not for Filled or Outlined buttons. To change the style of the Filled and Outlined buttons, you must use CSS customization of tooltips for Flows. For more information see, Can I customize the Filled or Outlined buttons in Flows?
b. Under Button, choose the Color, and/or Hover color of the button.
c. Under Button label, choose the Color, and/or Hover color of the button text.
d. Under Border, choose a Color for the button’s border.
e. Use Move left and/or Move right to shift the button positions, when there are two or more buttons in the Flow step.
Click Save Step.
Click Save Flow.
Note:
Delete the buttons that you do not require any longer, by clicking the Delete icon.
Once you finish creating the Flow on Studio, you can view it on the Dashboard and edit it further if required. For more information see Edit Action Buttons in Flows.
Preview the Flow with Action Buttons before publishing it. For more information, see Preview a Flow and Push all Whatfix content and widgets to Production. To display the Flow in Self Help or Task list, add it to the widgets, configure the Visibility Rules for the Self Help or Task list, and then use Preview mode to view the Flows before publishing them.
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