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Edit a Flow
  • 30 Jan 2024
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Edit a Flow

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Article Summary

Whatfix enables you to edit the various aspects of a Flow. You can change the Flow name, tooltip position, add a new step, delete a step, hide sensitive information, etc.

You can edit the Flow in the following instances:

During Flow creation

Use the following steps to edit the Flow steps during Flow creation:

  1. On the Studio, click the Flow step you want to edit.
    Studio_Editor_flow_steps

  2. Make changes to the step and then, click Save Step.
    Studio_soft_editor

Here's a GIF on how to edit any Flow step during Flow creation.

Post Flow creation: Using Dashboard

Use the following steps to edit Flow steps post Flow creation:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click Flows.
    ia_left%20nav_flows

  3. Hover your cursor over the required Flow, and then click the Edit icon.
    Desktop_Click_edit

  4. Go to the step and then click Edit.
    Dashboard_flow_edit_option

  1. Make the necessary changes.

  2. Click Save Step at the end of the page.
    Dashboard_flow_edit_save_step

  3. Click Save.
    Dashboard_flow_edit_save

Post Flow creation: Using Launch live edit

Use the following steps to edit Flow steps post Flow creation using Launch live edit:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click Flows.
    ia_left%20nav_flows

  3. Hover your cursor over the required Flow, and then click the Edit icon.
    Desktop_Click_edit

  4. Click Launch live edit.
    Dashboard_flow_launch_live

  1. Once the Studio launches on the application, click the Flow step you want to edit.
    click_edit_flow.png

  2. Click Edit step.
    click_edit_flow_step.png

  3. Make the necessary changes to the Flow step, and then click Save.
    Click_save_step.png

  4. Click Save Flow.
    Click_save_flow.png


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