Overview
The Screenshot Section in Free-floating Flows is designed to give a clear visual reference of the exact screen a Flow step is meant to point at for your users. For more information on Free-floating Flows and how to create them, see Free-floating steps in Flows.
Note:
The Screenshot Section in Free-floating Flows is Beta. Contact support@whatfix.com for more information.
Use screenshots to -
Create guidance content on elements which were earlier difficult to create Flow steps on. Screenshot Section makes it easy to specify the element with a visual marker, with no dependency on CSS selectors.
Offer interactive, reliable guidance for your end users ensuring Flow completion.
Use the following steps to use Screenshot Section in Free-floating Flows:
Add Screenshot Section in Free-floating Flows on Whatfix Studio
- Log in to your application, and then launch the Whatfix Studio.
Under CONTENT, click Flow.
Name the Flow and then click Add Step.
On the dialog box that appears, under Choose step type select Free-floating.
The Free-floating Flow step appears on the application without any element latching.
Note:
Attached to element Flow step works the same way as a normal Flow step. For more information, see Create a Flow.
You can choose to follow a particular step type throughout the Flow creation process, by selecting Set as Default. For instance, if you set Free-floating as a default step at the start, all the subsequent steps follow the same step type.
You have the option to use the minimized Studio editor to select Free-floating steps in Flows.
On Studio, enable the Add screenshot section toggle.
On the Flow step, Click Capture image from screen.
Drag and select a portion of the screen to add it to the screenshot.
Add a title and description for the Flow step.
Click Save Step.
Click Save Flow.
Note:
You have the option to Add Alt Text or Recapture the screen while creating the Flow on Studio.
Customize the Free-floating steps further based on your use-case. Add Step Completion Rules to define how to show the Flow steps. For more information, see Create a Flow with Free-floating steps and Create a Flow.
Add display rules when you want to configure how you want to show the tooltip to your users.
You can also add Action Buttons along with the Screenshot Section in your Free-floating step types. For more information, see Understand Action Buttons in Flows and Edit Action Buttons in Flows.
Add or remove Screenshot Section in Free-floating Flows on Whatfix Dashboard
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On the Whatfix Guidance dashboard, click Content.
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Click Flows.
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Hover your cursor over the required Flow, and then click the Edit icon.
Click open the content card for the Flow that you want to edit.
You can either Add Alt Text or remove the screenshot by disabling the Add screenshot section toggle.
Click Save.
Note:
Your end users can also zoom in to an image to visualize the entire screenshot captured at a Flow step level.
Publish the Flows so that the content starts appearing to your users.