Add a branch to a Flow
- 20 Nov 2023
- 2 Minutes To Read
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Add a branch to a Flow
- Updated On 20 Nov 2023
- 2 Minutes To Read
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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.
You can add branches while creating a new Flow or while editing an existing one.
Use the following steps to create a branched Flow:
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Log in to the application where you want to create content, and then launch the Whatfix Studio.
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Click Flow.
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Enter the name of the Flow as you want it displayed to the end users.
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Click + Add Step.
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Click the desired element on the page that the user needs to select.
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Under the CONFIGURATIONS tab, scroll down to the Step Completion Rules section and then choose the Manual option.
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Select On click of selected element as the Step Completion rule.
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Click Save Step.
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Hover your cursor over the step you want to create a branch, and then click the branching icon.
You can either create a Branched Flow or import an existing Flow.
Create a Branch
Use the following steps to create a Branch Flow:
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Once you click the branch icon, click Create Branch.
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Enter a name for the Branch Flow.
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Under BRANCH DETAILS, in the Branch description text box, add the description.
your title goes here
The Branch description text is solely for your (Content creator's) reference and is not visible to your end users.
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To define the conditions for branching, click Add Rule, and then add a rule.
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Go to the STEPS tab, and then click +Add Step.
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Click the desired element on the page that the user needs to select.
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Review or edit the auto-generated action text on the step.
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Under CONFIGURATIONS, choose the desired position of the tooltip.
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Scroll down to the Step Completion Rules section and set the step completion rule.
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Go to the ADVANCED OPTIONS tab, and then set the Display Rules.
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Click Save Step.
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To add additional steps, repeat steps 6 to 11.
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Click 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.
- On clicking the visualization icon you can see a Flow chart that provides a single view representation of complete Flow.
For more information, see Visualize the Branching in a Flow.
your title goes here
- In the same way you can also create multi-level branches.
- The branched Flow is saved on your Dashboard and you can reuse the same Flow as a branch in other Flows.
- Once the branches are created, click Save Flow.
Import Flow
Use the following steps to add a branch by importing an existing Flow:
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Once you click the Branch icon, click Import Flow.
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To define the conditions for branching, click Add Rule.
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Click Attach flow to select and attach the Flow you want to branch to.
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Select the step number you want the Flow to jump to, and then click Attach.
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Use the Add Another Branch button to add multiple branching conditions as required.
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Click Save Branch.
your title goes here
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Once you create a Branch Flow, you can see a visualization icon on the bottom right of Whatfix Studio.
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On clicking the visualization icon you can see a Flow chart that provides a single view representation of complete Flow.
For more information, see Visualize the Branching in a Flow.
- Click Save Flow.
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