Edit a Flow
- 05 Oct 2025
- 2 Minutes To Read
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Edit a Flow
- Updated On 05 Oct 2025
- 2 Minutes To Read
- Print
- DarkLight
- PDF
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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:
On Whatfix Studio, click the Flow step you want to edit.
Click Edit step.
Make changes to the step, and then click Save.
Here's a GIF on how to edit any Flow step during Flow creation.
Post Flow creation: Using Whatfix Guidance Dashboard
Use the following steps to edit Flow steps post Flow creation:
On the Whatfix Guidance dashboard, click Content.
Click Flows.
Hover your cursor over the Flow you want to update, and then click the Edit icon.
Go to the step and then click the Edit icon.
Make changes to the Flow step and then click Save.
Click Save.
Post Flow creation: Using Launch live edit
Use the following steps to edit Flow steps post Flow creation using Launch live edit:
On the Whatfix Guidance dashboard, click Content.
Click Flows.
Hover your cursor over the Flow you want to update, and then click the Edit icon.
Click Launch live edit.
Once Whatfix Studio launches on the application, click the Flow step you want to edit.
Click Edit step.
Make changes to the Flow step, and then click Save.
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? and What happens to the content when I switch the Flow step type?
- Click Save Flow.
Note:
- With the new 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.
| 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 and Create a Free-floating Flow step.
The Flow enhancement feature is in Beta currently. Contact support@whatfix.com for more information.
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