Flows

Whatfix Flows can be created across applications. However, when creating content across applications, there are some configurations that need to be enabled. your title goes here For more information, contact support@what...

No, updating the original Flow steps does not update the copied steps. Once a Flow step is copied, it is independent of the original Flow. Any changes to the original Flow steps must be made in all copied steps independently.

The color of the Back button text is the same as that of the 'X' icon. This means that changing the 'X' icon color also changes the back button text color. Use the following steps to change the close icon 'X' color: On the Whatfix Guidanc...

Whatfix assigns a unique Flow ID to each Flow you create. This helps reference a specific Flow when linking multiple Flows together or when applying Advanced Customization to customize a particular Flow . Use the following steps to access th...

You may want to find the number of published Flows in an account for audit or content governance purposes. Use the following steps to find the number of Flows in the Production stage: On the Whatfix Guidance dashboard, click Content . ...

The back button in Flow tooltips can be disabled in the following two ways: Disable the back button for all Flows Disable the back button for each individual Flow For all Flows Use the following steps to disable the bac...

Each tag has its unique tag ID made of alphanumeric characters. You might require a tag ID when writing a script using Advanced Customization to perform custom operations. Use the following steps to find the tag ID of a tag: On the What...

The See Live feature in the slideshow enables users to launch the slideshow as a Flow. In scenarios where users lack access to the application where the Flow is created, disable See Live when embedding the slideshow on a web page. Use the fo...

Whatfix enables you to communicate the various options that your end users might have while using your product or website through accurate element selection. For example, let's assume you want to import Accounts into Salesforce you can do it in mult...

These are the advanced settings used when selecting a step while creating a Flow. Selected Element: The UI element on which an action takes place. For example, the selected element could be a button or a menu that is clicked. Other Element: ...

The character limit varies for a Text field of a Whatfix Content . To increase the limit, contact support@whatfix.com . The following table lists the character limit for each field in Whatfix content and widgets. ...

The maximum character limit for a Flow title is 200 characters. However, you can increase the character limit up to 1000 characters by contacting support@whatfix.com .

The maximum character limit for description of the step action is 400 characters. However, you can increase the character limit up to 1000 characters by contacting support@whatfix.com .

The maximum character limit for Flow description is 400 characters. However, you can increase the character limit up to 2000 characters by contacting support@whatfix.com .

The maximum character limit for the purpose of the tip is 200 characters. However, you can increase the character limit up to 2000 characters by contacting support@whatfix.com .

The maximum character limit for the Flow End Message pop-up is 400 characters. However, Whatfix enables you to increase the character limit up to 2000 characters by contacting support@whatfix.com .

You can have as many as 50 steps in a Flow. This number cannot be increased by any configuration. However, if you still need to create a flow with more than 50 steps, then the workaround is to use branched Flows instead. Branching enable...

By default, all the content created is stored in Whatfix's CDN (Content Distribution Network) unless you intentionally host it on your other preferred server. Based on your use case, Whatfix enables you to host content on Whatfix Cloud or self-host ...

A Flow Failure notification might appear for a Flow. However, when you check the Flow, it seems to work correctly. Flow failures occur only when a user attempts to run the Flow and it fails at the reported step. This situation can arise due to the...