---
title: "Add a branch to a Flow"
slug: "adding-a-branch-to-a-flow"
updated: 2026-10-30T05:09:14Z
published: 2026-10-30T05:09:14Z
canonical: "support.whatfix.com/adding-a-branch-to-a-flow"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.whatfix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add a branch to a Flow

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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_editor%20plug%20in%282%29.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
2. Click **Flow**. ![Click Flows ](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Click_Flows.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
3. In the Studio toolbar, select a capture mode. ![std_toolbar_capture_modes](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/std_toolbar_capture_modes.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)

          Note:

          

- **Free floating step** is currently Beta. Contact [support@whatfix.com](http://mailto:support@whatfix.com?subject=Enable%20Free-floating%20Flow%20step%20&body=Hi%0A%0AI%20would%20like%20to%20explore%20the%20new%20Free-floating%20Flow%20step%20type.%20Kindly%20enable%20it%20on%20my%20ENT%0A%0AThanks) for more information.
- For more information on different capture modes, see [Quick Capture Modes](https://support.whatfix.com/docs/what-are-quick-capture-flows#quick-capture-modes).

1. Click the desired elements on the application page. ![Create_Flow_Leads_Click](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Create_Flow_Leads_Click.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
2. After you have captured the required steps, click **Done**. ![std_toolbar_done1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/std_toolbar_done%281%29.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
3. Enter the name of the Flow. ![Editor_flow_name6](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Editor_flow_name%286%29.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)

          Info:

          

- Whatfix enables you to add a Display Name for your end users. Use the Content Name for internal tracking, such as region, role, module, or release codes. Users then see the Display Name in the Self Help, Task List widgets, Hub, Flow Automation Popups and Exports. For more information, see [Add a Display Name to Whatfix Content](https://support.whatfix.com/docs/add-a-dislay-name-to-whatfix-content). ![The image shows the Flow name and the Display Name field while creating a flow on the Studio.](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/FlowDisplayName.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
- To capture additional steps, click **Add Step**. ![Click Add Step](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click%20Add%20Step.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)

1. Review or edit the auto generated action text on the step. ![image(183).png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image%28183%29.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)

> [!NOTE]
> Info:
> 
> Enter any additional information that you want to provide in the description section of the tooltip.

1. Under **Configurations**, expand **Appearance**. ![Studio_configureflow](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Flows_Configurations_Appearance.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
2. Under the **Step Completion Rules** section, select **On click of selected element** as the Step Completion rule. ![Editor_flow_on_selected_element](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Editor_flow_on_selected_element.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)

> [!NOTE]
> Info:
> 
> For more information on Step Completion Rules, see [Define step completion rules](/studio/docs/defining-step-completion-rules).

1. Click **Save Step**. ![Click_Save_step.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click_Save_step.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
2. Hover your cursor over the step you want to create a branch, and then click the **branching** icon. ![Click_branch_icon.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2024-06-12_09-26-07.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)

Create a Branched Flow using one of the following ways:

- Create new Flow
- Add existing Flow

**Create a Branch**

Use the following steps to create a Branch Flow:

1. Once you click the **Branch** icon, click **Create new Flow**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click_Create_new_Flow.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
2. On the **Set Rules** page, set the following conditions:
  1. **Where does the Branch appear?**
  2. **When does the Branch start appearing?**
  3. **Who does the Branch appear to?** ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/flowbranchingnewsetrules.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
3. Click **Next**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Click_next.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
4. On the **Add Details** page, enter the **Flow Name** and **Description**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/AddDetails_flowbranchnew.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)

> [!WARNING]
> Note:
> 
> The Description text is solely for your (Content author's) reference and is not visible to your end users.
> 
> The maximum character limit for Branch description is 100 characters.
5. Click **Next**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Click_next.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
6. On the Add steps page, Click **Add Step**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Addsteps_branchingflow(2).png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
7. Click the desired element on the page that the user needs to select.
8. Review or edit the auto-generated action text on the step. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/editflowstep_flowbranching.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
9. Under **Configurations**, expand **Appearance**. ![Change the appearance of the Flow steps](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Flows_Configurations_Appearance.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
10. Change the following configurations:

a. Select a Tool tip appearance from the available options.

b. Select the tip **Color** from the existing color picker or enter the hex code of the desired color.

c. Select the **Close (X) color** from the existing color picker or enter the hex code of the desired color. ![Choose_Flow_Theme.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Choose_Flow_Theme.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
11. Expand **Position** and select the desired position of the tooltip. ![Choose_Position_Flow.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Choose_Position_Flow.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
12. Under the **Step Completion Rules** section, select the desired rule. For more information on the Step Completion Rules, see [Define step completion rules](/studio/docs/defining-step-completion-rules) ![Define_step_completion rules.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Define_step_completion%20rules.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
13. Click **Save Step**. ![Click_Save_step.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click_Save_step.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
14. Go to where you want to start the next step and then click **Add Step** on the Studio. ![Click Add Step.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click%20Add%20Step.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
15. Repeat steps 6 to 13 to add additional steps.
16. After saving all steps, click **Confirm**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/confirmstep_Branchingflow.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)

> [!NOTE]
> Info:
> 
> - Once you create a Branch Flow, toggle the **Show Slides** button to see the Flow Slides and Branch Map. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/toggleslides_BranchFlow.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
> - Click on Branch Map to see the Flow in a flowchart. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/seebranchMap.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
> - A flowchart that displays a single-view representation of how the entire Flow appears. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Visualization(1).png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
> - Optional and Automated steps show an **Optional** or **Automated** badge below their preview text in the flow chart. For more information, see [Visualize the Branching in a Flow](/studio/docs/visualize-the-branching-in-a-flow).
17. Once the branch is created, click **Save Flow**.

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click_Save_Flow(1).png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)

> [!NOTE]
> Info:
> 
> - 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.
> 
> Note:
> 
> Use the Whatfix Dashboard to update a branch in an existing flow.

**Import Flow**

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

1. Once you click the **Branch** icon, click **Add existing Flow**.

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/click_branch.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
2. On the **Set Rules** page, set the following conditions: **a.** **Where does the Branch appear?**

**b. When does the Branch start appearing?**

**c. Who does the Branch appear to?** ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/importExistingFlow_branchingFlow.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
3. Click **Next**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/AVR_Click)next(1).png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
4. On the **Select Flow** page, select the **Flow** you want to import. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/selectexistingFlow_branchingFlow.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
5. Click **Next**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/AVR_Click)next(1).png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
6. On the **Select Steps** page, select the Flow steps: ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/selectSteps_branchingFlow.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
7. After selecting the steps, click **Save**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/saveFlow_branchingFlow.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)

> [!NOTE]
> Info:
> 
> - Once you add a Branch Flow, toggle the **Show Slides** button to see the Flow Slides and Branch Map. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/toggleslides_BranchFlow.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
> - Click on Branch Map to see the Flow in a flowchart. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/seebranchMap.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
> - A flowchart that displays a single-view representation of how the entire Flow appears. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Visualization(1).png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)
> - For more information, see [Visualize the Branching in a Flow](/studio/docs/visualize-the-branching-in-a-flow).
> - Optional and Automated steps show an **Optional** or **Automated** badge below their preview text in the flow chart. For more information, see [Visualize the Branching in a Flow](/studio/docs/visualize-the-branching-in-a-flow).

1. Click **Save Flow.** ![clm_branching_save flow](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_branching_save%20flow.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A33%3A43Z&se=2026-11-12T08%3A33%3A43Z&sr=c&sp=r&sig=3LxedGNY0NWln5d6pNP8Ghe8m%2ByBMVf77%2FSvSeAzctA%3D)