Automation helps you improve user productivity and minimize errors by automatically performing certain steps of a Flow for your end users. Use Automation to automate navigational clicks, menu item selection, auto-filling form fields, auto-typing brief descriptions, and more.
One or more steps in a Flow can be automated. Automation can be configured for both new and existing Flows.
Use the following steps to automate a step in a Flow:
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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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In the Studio toolbar, select a capture mode.
- Free floating step is currently Beta. Contact support@whatfix.com for more information.
- For more information on different capture modes, see Quick Capture Modes.
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Click the desired elements on the application page.
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After you have captured the required steps, click Done.
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Enter the name of the Flow.
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Whatfix enables you to add a Display Name for your end users. Use the Content Name for internal tracking, such as region, role, module, or release codes.
Users then see the Display Name in the Self Help, Task List widgets, Hub, Flow Automation Popups and Exports. For more information, see Add a Display Name to Whatfix Content.
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To capture additional steps, click Add Step.
In the Configurations tab, scroll down to the Step Completion Rules section and then choose the Automated option.
Select from one of the following options.
Auto Click: Use this option when the step completion rule involves a click. When this option is selected, the element is clicked and proceeds to the next step in the Flow.
Auto Hover: Use this option when the step completion rule involves a mouse hover. When this option is selected, a mouse hover action is performed, and the Flow proceeds to the next step.
Auto Input: Use this option to auto-populate an input field with a predetermined value.
Info:
If you want to use a dynamic input value, like a user name or a designation, use any variable that is defined in custom data, as seen in the following image.
For example, personalize the Thank You message at the end of a Flow by mentioning the first and last name using the variable - {first_name} and {last_name}.
Note:
The Auto Input option is applicable only for fields where keyboard input is expected.
The Flow step doesn't get saved if the input field is left empty.
Auto Select: Use this option to automatically select a defined value from a dropdown menu.
Note:
The dropdown menu may not appear on the Studio for certain applications.
If the dropdown menu doesn't appear on the Studio, ensure that the value to be selected is typed in the Auto Select text box exactly as it is seen in the menu. The text is case-sensitive.
Click Save Step and repeat for any additional steps that you want to automate.
Info:
After you save the step, an Automated badge appears below the step's preview text in Whatfix Studio and on the Whatfix Dashboard. Use the badge to identify automated steps in a Flow without opening each step. The badge also appears on steps inside branched Flows in the visualization chart. For more information, see Visualize the Branching in a Flow.
Auto-populate multiple sentences in the Auto Input field
Auto-populate multiple sentences or templates for your end users to fill in. For example, to collect brief information about a sales deal that recently closed in the description field, give your users a starting point by letting them know what you expect from them, as shown in the following GIF.
Flow Automation pop-up
When your users launch an automated Flow, a pop-up appears on the bottom of the application while the rest of the screen is made non-interactive, that is, the user cannot interact with any element on the application. However, they can still see the Flow steps being executed.
This pop-up displays information such as the Flow name, the step number being auto-executed, and at which step the next user input is required.
Hovering the mouse over the pop-up displays the following options to your users.
Manual: This option stops the Flow Automation and switches the Flow to manual, where users take control and continue the Flow on their own.
Stop: This option ends the entire Flow.
