Advanced Visibility Rules for Branching in Flows

10 Jul 2025
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Advanced Visibility Rules for Branching in Flows

Aktualisiert am 10 Jul 2025
4 Minuten zu lesen

Drucken
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Dunkel
Licht
pdf

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Note:
Branching Rules are now available as Advanced Visibility Rules on Studio.
Currently, this update is in the Beta stage. To enable the feature, contact support@whatfix.com.
For more information on Branching, see Branching in a Flow.

Previously, Branching rules offered only basic visibility conditions, offering minimal control over where and to whom the branch would appear. To apply advanced logic, users often had to rely on Advanced Customization (AC), which created technical dependencies and slowed down content creation.

With Advanced Visibility Rules for Branching on Studio, you can define exactly where, when, and for whom a Branch Flow appears. These rules apply only to the specific step they're configured on, making it easier to create more personalized and dynamic experiences.

The following table lists all the available conditions for configuring the Branching Rules. These conditions determine when, where, and to whom branches of a Flow are shown in your application.

Clause	Branching Rule Condition	Corresponding Previous Display Rule Condition	Description
Where does the Branch appear?	URL	URL	Show the Branch when the current page URL matches the specified URL.
	Domain	URL Hostname	Show the Branch when the domain of the current page matches the configured domain.
	URL path	URL path	Show the Branch when the path of the current page URL matches the specified path.
	URL parameter	URL parameter	Show the Branch when the current page URL matches the specified URL parameter(s).
	URL hash value	URL Hash	Show the Branch if the hash value in the URL matches the specified value.
	Page tags	NA	Show the Branch if the page has matching page tags.
When will the Branch stop appearing?	Something on the application	Other Element on page	Show the Branch based on the presence of a specific element on the page, such as an element, local storage value, cookie value, or more.
	Something on the application	Selected Element Is
	User performing an action	Action Element Is	Previously referred to as Action Element rules, these rules enable you to show a branch when the end user interacts with a specific element on your application. This helps guide users down different paths in a Flow based on their interaction, ensuring the branched Flow is triggered only when the intended element is clicked. For more information, see Action Element conditions as Display Rules.
Who does the Branch appear to?	Enterprise Attributes	Enterprise Attribute	Segment the Branch based on user roles, departments, geography, accounts, and more.
	User Attributes	User Attribute	Segment the Branch based on end-user information from your application.
	Roles	NA	Show the branch to different users with the use of Role tags. For example, an admin user can be shown more and different content when compared to a basic user.
	Cohorts Note: Cohorts is a Beta feature. To enable it, contact support@whatfix.com.	NA	Show the Branch to specific user groups based on certain use cases.
	Salesforce Objects Note: Salesforce Objects is a Beta feature. To enable it, contact support.whatfix.com.	NA	Salesforce Lightning objects are properties that help Whatfix serve relevant content to Salesforce Lightning users based on existing Salesforce Lightning properties that help identify different users. Using Salesforce Lightning objects helps you to show relevant content to your users.

Use the following steps to configure Advanced Visibility Rules for Branching:

Step 1: Create a Flow as per your requirement.
For more information, see Create a Flow.

Step 2: Add a branch to the Flow.

Whatfix enables you to create branched Flows in the following two ways:

Create new Flow
Add existing Flow

Click the following accordions for more details.

Create a new Flow

Use the following steps to create a Branch Flow:

Once you click the Branch icon, click Create new Flow.
Enter a name for the Branch Flow.
In the Description text box, enter the description.
Note:
The Branch description text is solely for your (Content author's) reference and is not visible to your end users.
The maximum character limit for Branch description is 100 characters.
Click Next.
Click Add Step.
Click the desired element on the page that the user needs to select.
Review or edit the auto-generated action text on the step.
Under CONFIGURATIONS, expand Appearance.
Make the following configurations:
a. Select a Tool tip appearance from the available options.
b. Select the tip Color from the existing color picker or enter the hex code of the desired color.
c. Select the Close (X) color from the existing color picker or enter the hex code of the desired color.
Click Position and select the desired position for the tooltip.
Go to the ADVANCED OPTIONS tab, expand the Display Rules section, and then click Add Rule to set the Display Rules. For more information on Display Rules, see Display Rules for showing tooltips.

Info:
To enable optional step, under More Options, enable the Make this an optional step toggle. For more information, see Define a step as optional.
Click Save Step.
To add additional steps, repeat steps 5 to 11.
Click Next.
On the Set Rules page, set the following conditions:
1. Where does the Branch appear?
2. When does the Branch start appearing?
3. Who does the Branch appear to?
Once you have added all the required Branching Rules, click Confirm.

Info:
Once you create a Branch Flow, a Visualization icon appears on the bottom right of Whatfix Studio.

A flowchart that displays a single-view representation of how the entire Flow appears.
For more information, see Visualize the Branching in a Flow.
Once the branch is created, click Save Flow.

Add existing Flow

Use the following steps to add a branch by adding an existing Flow:

Once you click the Branch icon, click Add existing Flow.
Select the Flow you want to branch to.
Click Next.
Select the step number you want the Flow to jump to.
Click Next.
On the Set Rules page, set the following conditions:
1. Where does the Branch appear?
2. When does the Branch start appearing?
3. Who does the Branch appear to?
Once you have added all the required Branching Rules, click Save.

Info:
Once you create a Branch Flow, a Visualization icon appears on the bottom right of Whatfix Studio.

A flowchart that displays a single-view representation of how the entire Flow appears:
For more information, see Visualize the Branching in a Flow.
Once the branch is created, click Save Flow.