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Insert a step after Flow creation
  • 02 Sep 2024
  • 1 Minute To Read
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Insert a step after Flow creation

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Article summary

Whenever there is some minor change to your application, you need not recreate content. Make the incremental change by inserting a new step to make the Flow current again.

Use the following steps to add a step to an existing Flow:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click Flows.
    ia_left%20nav_flows

  3. Hover your cursor over the required Flow, and then click the Edit icon.
    Desktop_Click_edit

  4. Click Launch live edit.
    Dashboard_flow_launch_live

  1. Once the application launches, on the Studio, click the more icon on the step where you want to add a step.
    AddStepAfterFlowCreation

  2. Using the dropdown select the relevant option.
    AddStepsAfterFlowCreation-Dropdown

  • Add Step Before: This option enables you to add a step before the existing step.
  • Add Step After: This option enables you to add a step after the existing step.
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  • Whatfix also enables you to copy a step from another flow. For more information, see Copy Flow Steps.

  • Create a branch and guide end users through several possible options. For more information, see Add a branch to a Flow.

  1. Select the element on the application, enter the step description, and other information.
  2. Click Save Step.
    Editor_flows_save_step
  3. Repeat steps 4 to 7 to add additional steps.
  4. Once all the steps are captured, click Save Flow.
    Editor_flow_save_flow

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