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Create Flows as links
  • 14 Aug 2024
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Create Flows as links

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Article summary

Add Flow as links in the Pin and provide step by step guidance that helps your users complete a task or learn about an objective.

your title goes here

Whatfix Hub supports Flows as link only hence you have to create them as links. For more information, see Static Content

Prerequisite

Ensure the Flows which you need to add as links are created. For more information, see Create a Flow.

There are two steps in creating Flow links.
Step 1: Copy Flow URL
Step 2: Create Flow Links

Copy Flow URL

Use the following steps to copy Flow URL:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click Flows.
    ia_left%20nav_flows

  1. Open the Flow, which you want to add as link and click the Embed dropdown menu.
    flow_url_embed

  2. Select URL.
    flow_url_embed_url

  3. Copy the URL given in use the following link to open page with live instructions section.
    flow_url_copy

Create Flow Links

Use the following steps to create Flows as links:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click All content.
    ia_dashboard_left_nav_all_content

  3. Go to the Draft stage.
    CLM_DB_Draft_stage.png

  4. Click Create content.
    CLM_DB_CreateContent.png

Note

To view the video content that you just created, go to the Draft Stage of the Dashboard.

  1. Click Link.
    cm_db_content_link

  2. Enter Title for the Flow link and add the copied Flow link in the Link text field.
    flow_link_title_link

  3. Add required Tags and Keywords if needed.

flow_link_tag_keywords

  1. Click Save link.
    flow_link_save_link
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  • For the Flow link to be displayed to your end users, add Flow links to a widget, either Self Help or Task List and push it to Production.
  • Ensure both the Flow link and the Widget are pushed to Production.

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