Flows

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Flows

17 Articles in this category

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Can Whatfix create content across applications?

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...

Updated On : 08 Sep 2024

Does updating the original Flow steps update the copied steps?

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.

Updated On : 08 Sep 2024

How do I change the color of the back button?

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...

Updated On : 08 Sep 2024

How do I find the Flow ID?

You would need a Flow ID when linking multiple Flows or customizing a particular Flow using Advanced Customization. Use the following steps to access the Flow ID: On the Whatfix Guidance dashboard, click Content . Click Flo...

Updated On : 10 Jun 2024

How to disable the back button in Flow steps?

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...

Updated On : 10 Jun 2024

How to find the TAG ID of a TAG?

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

Updated On : 12 Mar 2024

How to link two Flows using the Quick Insert button?

Once you have added the end message of a Flow, press the Enter key to see the Quick Insert icon using which you can add an image, video, or a button to your end message. Use the following steps to link a Flow to the end message of your Flow:...

Updated On : 18 Jun 2024

How to remove the See Live in a slideshow?

The See Live in the slideshow enables your user to launch the slideshow as a Flow. In some situations, when users do not have access to the application where the Flow was created, disable See Live when embedding the slideshow on a web page. ...

Updated On : 18 Jun 2024

How to select an element when there are multiple options?

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...

Updated On : 08 Sep 2024

What is the difference between Selected Element and Other Element?

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: ...

Updated On : 11 Jul 2024

What is the maximum character limit for a Flow Title?

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 .

Updated On : 10 Jun 2024

What is the maximum character limit for Describe the Step action of a Flow?

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 .

Updated On : 06 Jun 2024

What is the maximum character limit for Flow Description?

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 .

Updated On : 10 Jun 2024

What is the maximum character limit for Purpose of the tip

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 .

Updated On : 06 Jun 2024

What is the maximum character limit for the Flow End Message pop-up?

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 .

Updated On : 08 Sep 2024

Where does Whatfix host content created for my application?

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 ...

Updated On : 08 Sep 2024

Why do I get a Flow Failure email when the Flow is running properly?

Sometimes you may get a Flow Failure notification for a Flow. However, when you check the flow, it seems to be working correctly. Flow failures are reported only when a user has attempted to run the Flow and it failed at the reported step. This can...

Updated On : 15 Dec 2023

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