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Add a branch to a Flow
  • 01 Jul 2024
  • 3 Minutes To Read
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Contents

Add a branch to a Flow

  • Updated On 01 Jul 2024
  • 3 Minutes To Read
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Article summary

Branching enables you to guide end users through several possible options. For example, if there are multiple paths that an end user can choose as part of a Flow, then branching can be used to ensure the users are guided irrespective of which option they select.

Add branches while creating a new Flow or while editing an existing one.

Use the following steps to create a branched Flow:

  1. Log in to the application where you want to create content, and then launch the Whatfix Studio.
    CLM_editor plug in2
  2. Click Flow.
    Click_Flow_Studio.png

  1. Enter the name of the Flow as you want it displayed to the end users.
    Editor_flow_name6

  2. Click + Add Step.
    Editor_flow_addstep

  3. Click the desired element on the page that the user needs to select.

  4. Review or edit the auto generated action text on the step.
    image.png

your title goes here

Enter any additional information that you want to provide in the description section of the tooltip.

  1. On Studio, under CONFIGURATIONS, scroll down to the Step Completion Rules section and then choose the Manual option.
    Editor_flow_step_completion_manual

  2. Select On click of selected element as the Step Completion rule.
    Editor_flow_on_selected_element

your title goes here

For more information on Step Completion Rules, see Define step completion rules.

  1. Click Save Step.
    Editor_flows_save_step

  2. Hover your cursor over the step you want to create a branch, and then click the branching icon.
    Click_branch_icon.png

Create a Branched Flow using one of the following two ways:

  • Create Branch
  • Import Flow
Create a Branch

Use the following steps to create a Branch Flow:

  1. Once you click the branch icon, click Create Branch.
    Click_Branch_flow

  2. Enter a name for the Branch Flow.
    clm_branching_branch name

  3. Under BRANCH DETAILS, in the Branch description text box, add the description.
    clm_branching_placeholder text

your title goes here
  • The Branch description text is solely for your (Content creator's) reference and is not visible to your end users.
  • The maximum character limit for Branch description is 100 characters.

  1. To define the conditions for branching, click + Add Rule, and then add a rule.
    clm_branching_add rule

  2. Go to the STEPS tab, and then click +Add Step.
    clm_branching_branched flow_add step

  3. Click the desired element on the page that the user needs to select.

  4. Review or edit the auto-generated action text on the step.
    clm_branching_edit the tip

  5. On Studio, under CONFIGURATIONS, choose the desired position of the tooltip.
    clm_branching_position of the tip

  6. Scroll down to the Step Completion Rules section and set the step completion rule.
    clm_branching flow_step completion rule

your title goes here

For more information on Step Completion Rules, see Define step completion rules.

  1. Go to the ADVANCED OPTIONS tab, expand the Display Rules section, and then click + Add Rule to set the Display Rules.
    2024-06-12_09-39-32.png

  2. Click Save Step.
    clm_branching_save step

  3. To add additional steps, repeat steps 6 to 11.

  4. Click Save Branch.
    clm_branchong_save branch

your title goes here

  • Once you create a Branch Flow, you can see a visualization icon on the bottom right of Whatfix Studio.
    clm_flows_branching_visualize icon

  • On clicking the visualization icon you can see a Flow chart that provides a single view representation of complete Flow.
    flowchart

For more information, see Visualize the Branching in a Flow.

your title goes here
  • In the same way Multi-level branches can also be created. The Multi-level Branch Creation feature enables you to create branched Flows while creating the main Flow or attach an existing flow to the main Flow. This eliminates the need to create flows and then attach them to the main flow while creating it.
  • The branched Flow is saved on your Dashboard and you can reuse the same Flow as a branch in other Flows.
  1. Once the branches are created, click Save Flow.
    clm_branching_save flow
your title goes here

Use the Whatfix Dashboard to update a branch in an existing flow.

Import Flow

Use the following steps to add a branch by importing an existing Flow:

  1. Once you click the Branch icon, click Import Flow.
    clm_branching_import flows

  2. To define the conditions for branching, click + Add Rule.
    clm_branching_import flow

  3. Click Attach flow to select and attach the Flow you want to branch to.
    clm_branching_attach flow

  4. Select the Flow.

  5. Select the step number you want the Flow to jump to, and then click Attach.
    clm_branching_add steps

  6. Use the Add Another Branch button to add multiple branching conditions as required.
    clm_branching_add another branch

  7. Click Save Branch.
    clm_branchong_save branch

your title goes here

  • Once you create a Branch Flow, you can see a visualization icon on the bottom right of Whatfix Studio.
    clm_flows_branching_visualize icon

  • On clicking the visualization icon you can see a Flow chart that provides a single view representation of complete Flow.
    flowchart

For more information, see Visualize the Branching in a Flow.

  1. Click Save Flow.
    clm_branching_save flow
your title goes here

Use the Whatfix Dashboard to update a branch in an existing flow.

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