Trigger a Flow using User Actions
- 27 Jan 2025
- 1 Minute To Read
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Trigger a Flow using User Actions
- Updated On 27 Jan 2025
- 1 Minute To Read
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Whatfix enables you to configure a Flow to play automatically based on an action that your end users perform on the application. In this process, a Flow is linked with a User Action. The User Action acts as a trigger and starts the Flow once the identified action is completed by the user.
Link User Action to a Flow
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Prerequisites:
- Create a User Action for the element that acts as a trigger. For more information, see Create a User Action.
- Create a Flow that you want to run when the User Action is triggered.
Use the following steps to link a User Action to a 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.
Info
Whatfix Content and Widgets can be edited in the Draft and Ready Stages.
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Scroll down to the bottom and in the Flow Trigger tile, click Add User Action.
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Select the User Action that acts as a trigger for the Flow from the dropdown.
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Click Save.
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