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Visualize the Branching in a Flow
  • 18 Oct 2024
  • 3 Minutes To Read
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Visualize the Branching in a Flow

  • Updated On 18 Oct 2024
  • 3 Minutes To Read
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Article summary

Whatfix enables you to visualize the branching in a Flow. This visualization provides a single view representation of the complete Flow that consists of all the branched Flows under the main Flow. Expand the branched Flows to view all the steps that have been included in that Flow.

Visualizing the Branched Flow gives you a clear picture of the main Flow and all the branched Flows along with the conditions for branching. This helps you understand all the possible paths that an end user can choose based on the different branching rules. Use this visualization feature to collaborate and plan the creation of complex flows with multiple content authors.

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  • The Visualize icon appears only when you create a Branched Flow.
  • The Visualization flow chart can be viewed even for existing Branched Flows.

Here's an example of what the expanded view looks like.

Use the following steps to view the visualization of the Branching in a Flow:

  1. Log in to the application where you want to create content, and then launch the Whatfix Studio.
    CLM_editor plug in2
  2. Click Flow.
    Click_Flow_Studio.png

  1. Enter the name of the Flow as you want it displayed to the users.
    Studio_Flowname

  2. Click + Add Step.
    Studio_addstep

  3. Click the desired element on the page that the user needs to select.

  4. After element selection, under the CONFIGURATIONS tab, scroll down to the Step Completion Rules section and choose the Manual option.
    Studio_configurations

  5. Select On click of selected element as the step completion rule.
    Editor_flow_on_selected_element

  6. Click Save Step.
    Studio_clicksavestep

  7. Hover your cursor over the step you want to create a branch and then click the branching icon.
    clm_branching icon

Create a Branching Flow or import an existing Flow.

Create a Branch

Use the following steps to create a Branch Flow:

  1. Once you click the branch icon, click Create Branch.
    clm_branching revamp_create branch

  2. Enter a name for the Branch Flow.
    Studio_Branchname

  3. Under BRANCH DETAILS, in the text box, add the Branching description text.
    Add_branchdescription

your title goes here

Branching description is solely for your (Content creator's) reference and is not visible to your end users.

  1. To define the conditions for branching, click Add Rule and then add a rule.
    Studio_branchingrule

  2. Go to the Steps tab, and then click +Add Step.
    clm_branching_branched flow_add step

  3. Click the desired element on the page that the user needs to select.

  4. Review or edit the auto-generated action text on the step.
    clm_branching_edit the tip

  5. Under CONFIGURATIONS, expand Appearance.
    Studio_configureflow

    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.
    Choose_Flow_Theme.png

  1. Expand Position and select the desired position of the tooltip.
    Choose_Position_Flow.png

  2. Scroll down to the Step Completion Rules section and set the step completion rule.
    clm_branching flow_step completion rule

  3. Go to the ADVANCED OPTIONS tab, and then set the Display Rules.
    clm_branching_display rules

  4. Click Save Step.
    clm_branching_save step

  5. To add additional steps, repeat steps 6 to 10.

  6. Click Save Branch.
    clm_branchong_save branch

  7. Once done, click the Visualize icon.
    clm_flows_branching_visualize icon

View the following details in the visualization chart:

  • The main Flow and its steps
  • The branched Flows and their steps
  • Branching conditions for the branched Flows
  • A map view of the visualization flow chart
    flowchart
your title goes here

A map view gives you an idea of the view port area. It is a rough sketch of the Visualization flow chart.
branching

  1. Once the branches are created, click Save Flow.
    clm_branching_save flow
Import Flow

Use the following steps to Import an existing Flow:

  1. Once you click the Branch icon, click Import Flow.
    clm_branching_import flows

  2. Click Add Rule to define the conditions for branching.
    clm_branching_import flow

  3. Click Attach flow to select and attach the Flow you want to branch to.
    Studio_attachflow

  4. Select the step number you want the Flow to jump to, and then click Attach.
    clm_branching_add steps

  5. Use the Add Another Branch button to add multiple branching conditions as required.
    clm_branching_add another branch

  6. Click Save Branch.
    clm_branchong_save branch

  7. Once done, click the Visualize icon.
    clm_flows_branching_visualize icon

View the following details in the visualization chart:

  • The main Flow and its steps
  • The branched Flows and their steps
  • Branching conditions for the branched Flows
  • A map view of the visualized flow chart
    flowchart
your title goes here

A map view gives you an idea of the viewport area. It is a rough sketch of the Visualization flow chart.
branching

  1. Click Save Flow.
    clm_branching_save flow
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