Link two Flows
- 08 Oct 2024
- 2 Minutes To Read
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Link two Flows
- Updated On 08 Oct 2024
- 2 Minutes To Read
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Print
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You might need more than one Flow to explain a certain scenario in your application. Whatfix enables you to connect one Flow to another Flow at any step. The user can either view the linked Flow or skip it.
Linking two Flows is a two step process:
Step 1: Find the Flow ID of the Flow that you want to link
Step 2: Link the Flows
Find the Flow ID of the Flow that you want to link
Use the following steps to get the Flow ID:
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On the Whatfix Guidance dashboard, click Content.
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Click Flows.
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Click the Flow you want to copy the ID of.
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Click Copy ID.
your title goes here
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The Flow ID is copied to the clipboard.
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Also view the Flow ID in the URL of the Flow. The last section in the URL is the ID of the Flow.
In this case, the Flow ID is f17a7f98-3ffe-421c-ae84-1ef884ea214a.
Link the Flows
Link a Flow to a new Flow
Use the following steps to link a Flow to a new Flow:
- Log in to the application where you want to create content, and then launch the Whatfix Studio.
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Click Flow.
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Enter the name of the Flow as you want it displayed to the users.
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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.
Info
Enter any additional information that you want to provide in the description section of the tooltip.
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Select the text to which you want to link the Flow.
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Click the Insert Link icon.
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In the URL field, enter the Flow ID in the format wfx-Flow ID.
your title goes here
The link must be added in the wfx-Flow ID format. Your added link has the following format: wfx-4033f234-bac6-4119-bfc5-12611f16af22.
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Select the Open in new tab checkbox.
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Click Insert.
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Under CONFIGURATIONS, expand Appearance.
Make the following configurations:
- Select a Tool tip appearance from the available options.
- Select the tip Color from the existing color picker or enter the hex code of the desired color.
- Select the Close (X) color from the existing color picker or enter the hex code of the desired color.
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Expand Position and select the desired position of the tooltip.
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Under the Step Completion Rules section, select the desired rule. For more information on the Step Completion Rules, see Define step completion rules
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Click Save Step.
your title goes here
Click Preview to preview the Flow during the Flow creation on Studio. The Flow opens in a new tab and displays the steps that are created on the application. You must create and save at least one step to enable Preview.
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Go to where you want to start the next step and then click + Add Step on the Studio.
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Click Save Flow.
Link a Flow to an existing Flow
Use the following steps to link a Flow to an existing Flow:
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On the Whatfix Guidance dashboard, click Content.
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Click Flows.
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Hover your cursor over the required Flow, and then click the Edit icon.
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Go to the step and then click Edit.
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Select the text you want to link the Flow to and then click the Insert Link icon.
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In the URL field, enter the Flow ID in the format wfx-Flow ID.
your title goes here
The link must be added in the wfx-Flow ID format. Your added link has the following format: wfx-4033f234-bac6-4119-bfc5-12611f16af22.
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Select the Open in new tab checkbox.
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Click Insert.
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Click Save Step.
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Click Save.
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