---
title: "Edit a Flow"
slug: "editing-a-flow"
updated: 2026-08-11T05:52:38Z
published: 2026-08-11T05:52:38Z
canonical: "support.whatfix.com/editing-a-flow"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.whatfix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Edit a Flow

Whatfix enables you to edit a Flow both during creation and post-creation. For example, you can change the Flow name, adjust the tooltip position, add a new step, delete a step, hide sensitive information, and more.

Expand the following accordions for more details:

**During Flow creation**

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

1. On Whatfix Studio, click the Flow step you want to edit. ![Click_Flowstep](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click_Flowstep.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A21Z&se=2026-11-12T08%3A25%3A21Z&sr=c&sp=r&sig=mqcF3mxzFNixb6Gd3oxYWzRvy5so8uWJytB4dzmJFis%3D)
2. Click **Edit step**. ![click_edit_flow_step.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/click_edit_flow_step.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A21Z&se=2026-11-12T08%3A25%3A21Z&sr=c&sp=r&sig=mqcF3mxzFNixb6Gd3oxYWzRvy5so8uWJytB4dzmJFis%3D)
3. Make changes to the step, and then click **Save**. ![Click_Save_Studio](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click_Save_Studio.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A21Z&se=2026-11-12T08%3A25%3A21Z&sr=c&sp=r&sig=mqcF3mxzFNixb6Gd3oxYWzRvy5so8uWJytB4dzmJFis%3D)

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

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/edit%20flow%20step%20during%20creation.gif?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A21Z&se=2026-11-12T08%3A25%3A21Z&sr=c&sp=r&sig=mqcF3mxzFNixb6Gd3oxYWzRvy5so8uWJytB4dzmJFis%3D)

**Post Flow creation: Using Whatfix Guidance Dashboard**

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

1. On the Whatfix Guidance dashboard, click **Content**. ![ia_left_nav_content](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_content.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A21Z&se=2026-11-12T08%3A25%3A21Z&sr=c&sp=r&sig=mqcF3mxzFNixb6Gd3oxYWzRvy5so8uWJytB4dzmJFis%3D)
2. Click **Flows**. ![ia_left%20nav_flows](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left%20nav_flows.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A21Z&se=2026-11-12T08%3A25%3A21Z&sr=c&sp=r&sig=mqcF3mxzFNixb6Gd3oxYWzRvy5so8uWJytB4dzmJFis%3D)
3. Hover your cursor over the Flow you want to update, and then click the **Edit** icon. ![Desktop_Click_edit](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Desktop_Click_edit.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A21Z&se=2026-11-12T08%3A25%3A21Z&sr=c&sp=r&sig=mqcF3mxzFNixb6Gd3oxYWzRvy5so8uWJytB4dzmJFis%3D)
4. Go to the required step, and then click anywhere on the step card to edit it. ![db_edit_flow_card](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/db_edit_flow_card.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A21Z&se=2026-11-12T08%3A25%3A21Z&sr=c&sp=r&sig=mqcF3mxzFNixb6Gd3oxYWzRvy5so8uWJytB4dzmJFis%3D)

1. Make changes to the Flow step and then click **Save**. ![Dashboard_flow_edit_save_step](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_flow_edit_save_step.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A21Z&se=2026-11-12T08%3A25%3A21Z&sr=c&sp=r&sig=mqcF3mxzFNixb6Gd3oxYWzRvy5so8uWJytB4dzmJFis%3D)
2. Click **Save**. ![Dashboard_flow_edit_save](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_flow_edit_save.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A21Z&se=2026-11-12T08%3A25%3A21Z&sr=c&sp=r&sig=mqcF3mxzFNixb6Gd3oxYWzRvy5so8uWJytB4dzmJFis%3D)

**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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_content.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A21Z&se=2026-11-12T08%3A25%3A21Z&sr=c&sp=r&sig=mqcF3mxzFNixb6Gd3oxYWzRvy5so8uWJytB4dzmJFis%3D)
2. Click **Flows**. ![ia_left%20nav_flows](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left%20nav_flows.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A21Z&se=2026-11-12T08%3A25%3A21Z&sr=c&sp=r&sig=mqcF3mxzFNixb6Gd3oxYWzRvy5so8uWJytB4dzmJFis%3D)
3. Hover your cursor over the Flow you want to update, and then click the **Edit** icon. ![Desktop_Click_edit](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Desktop_Click_edit.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A21Z&se=2026-11-12T08%3A25%3A21Z&sr=c&sp=r&sig=mqcF3mxzFNixb6Gd3oxYWzRvy5so8uWJytB4dzmJFis%3D)
4. Click **Launch live edit**. ![Dashboard_flow_launch_live](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_flow_launch_live.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A21Z&se=2026-11-12T08%3A25%3A21Z&sr=c&sp=r&sig=mqcF3mxzFNixb6Gd3oxYWzRvy5so8uWJytB4dzmJFis%3D)

1. Once Whatfix Studio launches on the application, click the Flow step you want to edit. ![click_edit_flow.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/click_edit_flow.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A21Z&se=2026-11-12T08%3A25%3A21Z&sr=c&sp=r&sig=mqcF3mxzFNixb6Gd3oxYWzRvy5so8uWJytB4dzmJFis%3D)
2. Click **Edit step**. ![click_edit_flow_step.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/click_edit_flow_step.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A21Z&se=2026-11-12T08%3A25%3A21Z&sr=c&sp=r&sig=mqcF3mxzFNixb6Gd3oxYWzRvy5so8uWJytB4dzmJFis%3D)
3. Make changes to the Flow step, and then click **Save**. ![Edit_Flow_Studio](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Edit_Flow_Studio.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A21Z&se=2026-11-12T08%3A25%3A21Z&sr=c&sp=r&sig=mqcF3mxzFNixb6Gd3oxYWzRvy5so8uWJytB4dzmJFis%3D)

> [!WARNING]
> Note:
> 
> Switch over to the Flow step types during **Launch live edit** if you want to convey different information. For more information, see [How can I switch between the Flow step types?](/studio/docs/can-i-switch-between-flow-step-types-multiple-times) and [What happens to the content when I switch the Flow step type?](/studio/docs/what-happens-to-the-content-when-i-switch-flows)

1. Click **Save Flow**.  
![Click_save_flow.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click_save_flow.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A21Z&se=2026-11-12T08%3A25%3A21Z&sr=c&sp=r&sig=mqcF3mxzFNixb6Gd3oxYWzRvy5so8uWJytB4dzmJFis%3D)

> [!WARNING]
> Note:
> 
> - With the Flow enhancement feature, you have the option to select two types of Flow steps, and not just element latching Flows. A dialog box appears on the application to highlight the two types of Flows. Under **Choose step type**, select a Flow step based on your requirements: either **Attached to element** or **Free-floating**.
> 
> 
> ![Studio switcher enables you to switch between 2 flow types: element-attached flow types and free-floating flow types](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Switcher_Flow_Types.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A25%3A21Z&se=2026-11-12T08%3A25%3A21Z&sr=c&sp=r&sig=mqcF3mxzFNixb6Gd3oxYWzRvy5so8uWJytB4dzmJFis%3D)
> 
> 
> | Attached to element | Free-floating |
> | --- | --- |
> | When you select this type of Flow step, it remains attached to an element on your application. | When you select this type of Flow step, it remains flexibly positioned devoid of any element attachment. |
> 
> 
> - For more information, see [Free-floating Flows](/studio/docs/free-floating-flows) and [Create a Free-floating Flow step](/studio/docs/create-free-floating-flows).
> - Free-floating Flows is currently Beta. Contact [support@whatfix.com](http://mailto:support@whatfix.com?subject=Enable%20Free-floating%20Flow%20step%20&body=Hi%0A%0AI%20would%20like%20to%20explore%20the%20new%20Free-floating%20Flow%20step%20type.%20Kindly%20enable%20it%20on%20my%20ENT%0A%0AThanks) for more information.

## Related

- [How does Preview Mode differ from See Live and Launch live edit?](/how-does-preview-mode-differ-from-see-live-and-launch-live-edit.md)