Whatfix enables you to edit an auto-created Flow using Launch live edit while the Flow stays in sync with its Workflow. When you add or delete a step in the Flow, Whatfix updates the Mirror Workflow to match. For more information, see Flows: Step Level Configuration.
For example, you can add a Flow step for each input field on a form in an employee onboarding Mirror Workflow. Learners then receive guidance on every field of the form.
Note:
You can edit an auto-created Flow directly in the Draft and Ready stages. To edit an auto-created Flow in the Production stage, you must first create a new version of its Mirror Workflow in the Draft stage.
To create a new version, use Edit in Draft on the Mirror Workflow from the Whatfix Mirror Dashboard. If you use Edit in Draft on a Production auto-created Flow from the Whatfix Guidance Dashboard instead, the sync with its Mirror Workflow breaks and cannot be restored. For more information, see Auto Flow Creation.
Expand the following accordions for more details:
Create a Draft version of a published Mirror Workflow
Use the following steps to create a new version of a published Mirror Workflow and its auto-created Flow in the Draft stage:
On the Whatfix Mirror Dashboard, go to the Production stage.
Select the checkbox for the Mirror Workflow whose Flow you want to edit.
Click Edit in Draft.
Click Create version.
Click Create version to confirm.
Info:
Whatfix creates a new version of the Mirror Workflow and its auto-created Flow in the Draft stage. Learners continue to see the published version.
Note:
If the Mirror Workflow already has a version in the Draft stage, Whatfix prompts you to overwrite it. When you click Overwrite, the sync between the Mirror Workflow and its auto-created Flow breaks. For more information, see Causes of Sync Breaks.
Add a Flow step to an auto-created Flow
Use the following steps to add a step to an auto-created Flow:
On the Whatfix Guidance Dashboard, go to the stage that contains the auto-created Flow.
Hover your cursor over the Flow you want to edit.
Click the Edit icon.
Click the Open menu icon next to Launch live edit.
Info:
If you click Launch live edit instead, Whatfix opens Whatfix Studio on the Mirror Workflow in a new tab by default.
Choose one of the following options:
On the Mirror workflow: Whatfix Studio opens on the Mirror Workflow. When you capture a UI element, Whatfix adds a Flow step on the current Mirror Screen without capturing a new Mirror Screen.
On application: Whatfix Studio opens on your application. When you capture a UI element, Whatfix captures a new Mirror Screen and adds it to the Mirror Workflow with the corresponding Flow step.
Info:
Whatfix Studio opens in a new tab.
On Whatfix Studio, select the step that you want to add the new step before or after from the step list.
Click the More icon.
Select Add Step before or Add Step after.
Select the UI element you want to add as a Flow step, such as an input field or a text box.
Info:
A Mirror Screen can contain multiple Flow steps. You can add a separate Flow step for each UI element, such as each field in a form on the same screen.
Edit the auto-generated Flow step as required. For more information, see Flows: Step Level Configuration.
Click Save Step.
Click Save Flow.
After you add a step to the auto-created Flow, the step appears at the same position when you preview the Mirror Workflow. For more information, see Preview a Mirror Workflow and Preview a Flow on Mirror.
Delete a Flow step from an auto-created Flow
Info:
You can delete a step from an auto-created Flow on the Whatfix Guidance Dashboard or on Whatfix Studio. The following steps use Whatfix Studio.
Use the following steps to delete a step from an auto-created Flow:
On the Whatfix Guidance Dashboard, go to the stage that contains the auto-created Flow.
Hover your cursor over the Flow you want to edit.
Click the Edit icon.
Click the Open menu icon next to Launch live edit.
Info:
If you click Launch live edit instead, Whatfix opens Whatfix Studio on the Mirror Workflow in a new tab by default.
Choose one of the following options:
On the Mirror workflow: Whatfix Studio opens on the Mirror Workflow.
On application: Whatfix Studio opens on your application.
On Whatfix Studio, select the step you want to delete from the step list.
Click the More icon.
Click Delete Step.
Info:
Whatfix removes the step from the Flow and the Mirror Workflow but retains the corresponding Mirror Screen in the Mirror Workflow.
Click Save Flow.
When you delete a step, Whatfix renumbers the positions of Flow steps. Preview the Flow after you delete a step to verify that the Flow runs as intended. For more information, see Preview a Mirror Workflow and Preview a Flow on Mirror.
Note:
Preview the auto-created Flow to verify the learner experience. For more information, see Preview a Flow on Mirror.
Publish the Mirror Workflow to publish its auto-created Flow. For more information, see Publish Whatfix Mirror.
Once you publish the Mirror Workflow, share it with your learners once you publish. For more information, see Share Whatfix Mirror.