Whatfix enables you to preview any Flow on Mirror Workflows before publishing the Flow to production. After you create a Flow, verify that the Flow steps attach to the relevant UI elements, tooltips display correctly, and the Flow does not break.
Use the See live and Preview Mode options to preview your Flow on the Mirror Workflow before you make it available to your learners.
See live: Use See live to view only the specific content you select, such as a Flow, Beacon, or Smart Tip. The See live mode does not display the Self Help, Task List, Pop-ups, Advanced Customization changes, or Smart Context behavior.
Preview Mode: Use Preview Mode to review all Guidance content and widgets on your application, including the Self Help widget, Flows, Beacons, Smart Tips, and Launchers. With Preview Mode, you can also verify how your content appears with Advanced Customization changes and Smart Context behavior.
Info:
For more information, see How does Preview Mode differ from See Live and Launch live edit?
Expand the following accordions for more details:
Without Enhanced Guidance Deployment on Mirror
When Enhanced Guidance Deployment on Mirror is not enabled for your account, the source URL of the Flow is a Mirror URL. In this case, the Flow runs directly on Mirror and does not appear on the base application.
Expand the following accordions for more details:
See live
When you use See live without Enhanced Guidance Deployment, the Flow runs directly on the Mirror in a new tab. You do not need to perform a trigger action to run the Flow.
Note:
You can use See live to preview a Flow on a Mirror Workflow regardless of whether the Flow and the Workflow are in the same stage.
Use the following steps to preview a Flow on Mirror using the See live mode:
On the Whatfix Guidance Dashboard, click Content.
Click Flows.
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Select the stage that contains the Flow you want to preview.
Click the See live icon.
Note:
If the Flow is in a stage different from the Mirror Workflow, Whatfix displays the following message:
Click Preview.
The Flow runs in a new tab on the Mirror Workflow.
The following GIF demonstrates how to preview a Flow on a Workflow using See live:
Preview Mode
When you use Preview Mode without Enhanced Guidance Deployment, you preview a Flow on the Mirror by enabling Preview Mode in .
Note:
Whatfix Flows require a trigger to run. When you use Preview Mode to preview a Flow, you must perform the action that triggers the Flow. You might need to launch the a Flow from a User Action, Self Help or other widgets depending on how you configure the Flow.
Use the following steps to preview a Flow on Mirror using the Preview Mode:
On the Whatfix Mirror Dashboard, select the stage that contains the required Workflow.
Click the required Workflow.
Click the More icon of the where the Flow starts.
Click Preview.
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The Mirror Workflow opens in a new tab.
Launch Whatfix Studio on the Mirror Screen.
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On the Whatfix Studio panel, enable the Preview Mode toggle.
Click Enter.
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To view the Flow and other Guidance content that exists in the Draft stage, select the checkbox for Include Draft content and widgets.
Click the Refresh icon.
Info:
When you click the Refresh icon, Preview Mode is enabled on the Mirror Screen.
Start the Flow from the widget or engage with the User Action.
With Enhanced Guidance Deployment on Mirror
Note:
With Enhanced Guidance Deployment on Mirror, content that you create on the base application appears directly on the Mirror by default. For more information, see Mirror and Guidance Segmentation.
Enhanced Guidance Deployment on Mirror is a Beta feature. To enable this feature, contact support@whatfix.com.
When Enhanced Guidance Deployment on Mirror is enabled for your account, the source URL of the Flow is the base application URL. In this case, the Flow runs on both the base application and the Mirror.
Expand the following accordions for more details:
See live
Note:
When you use See Live with Enhanced Guidance Deployment on Mirror, the Flow runs on the base application by default. To preview a Flow on the Mirror, use Preview Mode.
Preview Mode
When you use Preview Mode with Enhanced Guidance Deployment, you preview a Flow on the Mirror by enabling Preview Mode in Whatfix Studio.
Note:
Whatfix Flows require a trigger to run. When you use Preview Mode to preview a Flow, you must perform the action that triggers the Flow. This might include triggers such as User Actions, Pop-ups, Beacons, Launchers, Self Help, or Task List.
Use the following steps to preview a Flow on Mirror using the Preview Mode:
On the Whatfix Mirror Dashboard, select the stage that contains the required Workflow.
Click the required Workflow.
Click the More icon of the Mirror Screen where the Flow starts.
Click Preview.
Launch Whatfix Studio on the Mirror Screen.
On the Whatfix Studio panel, enable the Preview Mode toggle.
Click Enter.
Info:
To view the Flow and other Guidance content that exists in the Draft stage, select the checkbox for Include Draft content and widgets.
Click the Refresh icon.
Info:
When you click the Refresh icon, Preview Mode is enabled on the Mirror Screen.
Start the Flow from the widget or engage with the User Action.
Note:
After you preview the Flow, publish the Flow and Mirror Workflow. For more information, see Publish all Whatfix content and widgets to Production and Publish Whatfix Mirror.