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Create a Dynamic Flow
  • 14 Mar 2024
  • 2 Minutes To Read
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Contents

Create a Dynamic Flow

  • Updated On 14 Mar 2024
  • 2 Minutes To Read
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Article Summary

You can create and configure your Dynamic Flow using the following steps:

Step 1: Create a Dynamic Flow project
Step 2: Capture your Mobile app screens
Step 3: Identify the screen
Step 4: Design the Dynamic Flow

Step 1: Create Dynamic Flow project

  1. On the Whatfix Mobile Dashboard, select the App in which you want to create your project.
    dashboard_select_app

  2. To create a new project, click New.
    new_project

  1. In the Onboarding and Training section, click Dynamic Flow (Single).
    dynamicflowmobile.png

  1. Enter a name for your project.
    project_name

  2. Enter the App Version or select the App Version using the dropdown.
    app_version

    your title goes here
    • Use the latest version of your app to create Whatfix Mobile content. For more information on app version, see What is an App Version?.
    • Ensure that you add the correct app version from the app build that was integrated with the Whatfix Mobile SDK.

  3. Click Create.
    create_walkthrough

  1. Your Dynamic Flow project gets created and you are redirected to the Whatfix Mobile Studio.
    onboarding_tour_project

  2. To start creating your Dynamic Flow, click Add Flow Start.
    2022-12-08_17-36-03

Step 2: Capture your Mobile app screens

You can capture screens as a one-time step using the Whatfix Creator widget. This widget enables you to capture app screens as screenshots and saves them to your Whatfix Mobile Dashboard to create in-app guidance content. It also enables you to preview your projects and test them before publishing.

For more information on how to capture and add app screens, see Capture Mobile app screens.

Use the following steps to add a screen,

  1. On the Identify Screen window, click + Add screen.
    new_add_screen.png

  2. Select the screen where you want to create the content and click Add Screen.
    select_screen_add_screen.png

Step 3: Identify the screen

After capturing the screen, you need to identify the unique elements on the screen and tag the screen so that the in-app experience you create appears on the right page.

  1. To identify the unique elements on the screen and to tag the right screen, click Add Identifier
    add_identifier

  2. Click the desired element on the page.
    identifier_home

Example: If you want to start the Dynamic Flow on the Home screen, you can choose the title Home, which can uniquely identify the screen and show the element on the correct screen.

your title goes here

Click Add More to select more elements on the page and then repeat step 2.
add_more_identifier

Step 4: Design the Dynamic Flow

You can design and customize a Dynamic Flow, add a Flow Start, multiple Pages and their respective Elements to it. Each element of the Dynamic Flow can be further customized according to your needs. For more information on how to design a Dynamic Flow, see Design a Dynamic Flow.

your title goes here

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