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Creating a Flow
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Creating a Flow

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Flows handhold users through various sequential tasks.

Flow creation is a two-step process,

  • Selecting the Flow step elements using the Mobile Editor. (On mobile)
  • Editing the Flow name and step description using the Whatfix Mobile Dashboard. (On web browser)
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Prerequisite:
A stable internet connection is required for Whatfix to work on your mobile application.

To create a Flow,

  1. Open the mobile app where you want to create the Flow.

  2. Press and hold three fingers on your mobile screen to launch the Whatfix Editor.

  3. Tap Flow.
    mobile_editor_flow

  4. Tap Add Step.
    mobile_editor_add_step

  5. Tap the desired element on the application page that the user needs to select.

  6. Tap the Tick icon on th Editor.
    mobile_editor_tick_icon

  7. To capture the next step, navigate to where you want to start the next step and then repeat steps 4 to 6 to add additional steps.

  8. Once all the steps are added, tap Done on the Editor.
    mobile_editor_done_button

  9. Tap HAND OFF on the pop-up.
    mobile_editor_hand_off(1)

  10. Navigate to the Whatfix Mobile Dashboard on your web browser.

  11. The Flow created is listed under All Contents. The Flow name is the timestamp when the Flow was created on the mobile app.
    mobile_dashboard_flow

  12. Hover the cursor over the Flow and then click the Edit icon.
    flow_mobile_edit_icon(2)

  13. Retitle the Flow name and update the step descriptions accordingly. See, Editing a Flow.
    flow_mobile_tile

  14. Click Save
    mobile_flow_save

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