--- title: "Edit an Auto-Created Flow" slug: "edit-an-auto-created-flow" updated: 2026-10-19T05:50:50Z published: 2026-10-19T05:50:50Z canonical: "support.whatfix.com/edit-an-auto-created-flow" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # Edit an Auto-Created Flow 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](/studio/docs/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. > [!WARNING] > 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](/mirror/docs/overview-of-the-whatfix-mirror-dashboard). If you use **Edit in Draft** on a **Production** auto-created Flow from the [Whatfix Guidance Dashboard](/studio/docs/overview-of-the-whatfix-dashboard) instead, the sync with its Mirror Workflow breaks and cannot be restored. For more information, see [Auto Flow Creation](/mirror/docs/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: 1. On the [Whatfix Mirror Dashboard](/mirror/docs/overview-of-the-whatfix-mirror-dashboard), go to the **Production** stage. ![Production stage on the Whatfix Mirror Dashboard](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/mr_db_prod_select.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) 2. Select the checkbox for the Mirror Workflow whose Flow you want to edit. ![Select a Mirror Workflow](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mirror Dashboard Production_Workflow_Click.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) 3. Click **Edit in Draft**. ![Edit in Draft](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mirror_Db_Workflow_Edit_in_Draft.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) 4. Click **Create version**. ![Create version](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mirror_Db_Click_Create_version.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) 5. Click **Create version** to confirm. ![Confirm Create version](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mirror_Db_Click_Create_versions.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) > [!NOTE] > 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. > [!WARNING] > 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](/mirror/docs/auto-flow-creation?highlight=Causes%20of%20Sync%20Breaks). > > ![Overwrite the existing Draft version](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mirror_Db_Click_Overwrite.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) ****Add a Flow step to an auto-created Flow**** Use the following steps to add a step to an auto-created Flow: 1. On the [Whatfix Guidance Dashboard](/studio/docs/overview-of-the-whatfix-dashboard), go to the stage that contains the auto-created Flow. ![Stages on the Whatfix Guidance Dashboard](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mirror_Whatfix_CLM_Stages.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) 2. Hover your cursor over the Flow you want to edit. ![Auto-created Flow on the Whatfix Guidance Dashboard](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Whatfix_Guidance_Dashboard_Auto_Created_Flow.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) 3. Click the **Edit** icon. ![Edit icon on the Whatfix Guidance Dashboard](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_DB_Click_edit_icon.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) 4. Click the **Open menu** icon next to **Launch live edit**. ![Open menu icon next to Launch live edit](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mirror_Db_Click_Open_menu_icon.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) > [!NOTE] > Info: > > If you click **Launch live edit** instead, Whatfix opens Whatfix Studio on the Mirror Workflow in a new tab by default. 5. Choose one of the following options: ![Launch live edit options](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mirror_Db_Edit_optiona.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) > [!NOTE] > Info: > > Whatfix Studio opens in a new tab. - **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. 6. On Whatfix Studio, select the step that you want to add the new step before or after from the step list. ![files](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mirror_Db_Hover_Flow_Step.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) 7. Click the **More** icon. ![More icon on Whatfix Studio](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Edit_Flow_icon.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) 8. Select **Add Step before** or **Add Step after**. ![Add Step before and Add Step after](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Add_Steps_Flows.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) 9. Select the UI element you want to add as a Flow step, such as an input field or a text box. ![Select a UI element](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Create_Flow_Leads_Click.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) > [!NOTE] > 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. 10. Edit the auto-generated Flow step as required. For more information, see [Flows: Step Level Configuration](/studio/docs/flows-step-level-configuration). ![Edit the Flow step](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mirror_Edit_Flow_Step.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) 11. Click **Save Step**. ![Save Step](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click_Save_step.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) 12. Click **Save Flow**. ![Save Flow](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click_Saveflow.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) 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](/mirror/docs/preview-a-mirror-workflow) and [Preview a Flow on Mirror](/mirror/docs/preview-a-flow-on-mirror). ****Delete a Flow step from an auto-created Flow**** > [!NOTE] > Info: > > You can delete a step from an auto-created Flow on the [Whatfix Guidance Dashboard](/studio/docs/overview-of-the-whatfix-dashboard) or on [Whatfix Studio](/studio/docs/what-has-changed-on-studio). The following steps use Whatfix Studio. Use the following steps to delete a step from an auto-created Flow: 1. On the [Whatfix Guidance Dashboard](/studio/docs/overview-of-the-whatfix-dashboard), go to the stage that contains the auto-created Flow. ![Stages on the Whatfix Guidance Dashboard](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mirror_Whatfix_CLM_Stages.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) 2. Hover your cursor over the Flow you want to edit. ![Auto-created Flow on the Whatfix Guidance Dashboard](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Whatfix_Guidance_Dashboard_Auto_Created_Flow.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) 3. Click the **Edit** icon. ![Edit icon on the Whatfix Guidance Dashboard](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_DB_Click_edit_icon.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) 4. Click the **Open menu** icon next to **Launch live edit**. ![Open menu icon next to Launch live edit](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mirror_Db_Click_Open_menu_icon.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) > [!NOTE] > Info: > > If you click **Launch live edit** instead, Whatfix opens Whatfix Studio on the Mirror Workflow in a new tab by default. 5. Choose one of the following options: ![Launch live edit options](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mirror_Db_Edit_optiona.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) - **On the Mirror workflow**: Whatfix Studio opens on the Mirror Workflow. - **On application**: Whatfix Studio opens on your application. 6. On **Whatfix Studio**, select the step you want to delete from the step list. ![files](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mirror_Db_Hover_Flow_Step.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) 7. Click the **More** icon. ![More icon on Whatfix Studio](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Edit_Flow_icon.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) 8. Click **Delete Step**. ![Delete Step](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mirror_Db_Click_Delete_Step.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) > [!NOTE] > Info: > > Whatfix removes the step from the Flow and the Mirror Workflow but retains the corresponding Mirror Screen in the Mirror Workflow. 9. Click **Save Flow**. ![Save Flow](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click_Saveflow.png?sv=2026-02-06&spr=https&st=2026-10-29T12%3A17%3A58Z&se=2026-10-29T13%3A17%3A58Z&sr=c&sp=r&sig=kyrB9%2FcsrxQX6OumI51rwjqP8MX2b97Fv986t145894%3D) 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](/mirror/docs/preview-a-mirror-workflow) and [Preview a Flow on Mirror](/mirror/docs/preview-a-flow-on-mirror). > [!WARNING] > Note: > > - Preview the auto-created Flow to verify the learner experience. For more information, see [Preview a Flow on Mirror](/mirror/docs/preview-a-flow-on-mirror). > - Publish the Mirror Workflow to publish its auto-created Flow. For more information, see [Publish Whatfix Mirror](/mirror/docs/publish-whatfix-mirror). > - Once you publish the Mirror Workflow, share it with your learners once you publish. For more information, see [Share Whatfix Mirror](/mirror/docs/share-whatfix-mirror). A sequence of captured mirror screens representing a specific user journey or process (e.g., "How to create a Lead in Salesforce?"). Whatfix Studio is a browser plug-in that enables you to create various types of Whatfix content, such as Flows, Smart Tips, Beacons, and so on. The plug-in can be installed on Google Chrome and the new Microsoft Edge browsers. A replica of an application screen captured based on a UI element.