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Change the source URL of a Flow
  • 11 Oct 2022
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Change the source URL of a Flow

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Whatfix offers the flexibility to re-use Flows across different domains or versions of your application. For example, you may have development and production environments, in such cases, you can change the URL or use the dynamic URL feature to ensure that your Flows work in both environments.

Edit the URL of a Flow

  1. On the Whatfix dashboard, hover your cursor over the flow you want to edit, and then click the Edit icon.
    CLMDashboard_list_view_flow_edit

Info

Whatfix Content and Widgets can be edited in the Draft and Ready Stages.

  1. Scroll down to the end of the Flow.
    Dashboard_flow_laststep

  2. Under the Source URL of the Flow section, copy-paste the URL you want the Flow to run on.
    Dashboard_flow_sourceurl

  3. Click Save.
    Dashboard_flow_save_flow


Set a dynamic URL

While creating your Flow, all you need to do is wrap the dynamic portion of your URL with curly braces, as shown below.

Dashboard_flows_dynamicurl

Replace the dynamic portion via script

When Whatfix Flows are used inside the application, you might already know this dynamic portion. Use the following script to inform Whatfix about the dynamic portion. By informing Whatfix about it, one can avoid asking the user to type in an already known portion of the URL.

window._wfx_settings.dynamic = window.location.host;

By using the above script in your pages, the Whatfix Self Help widget (or any other embed options) replaces the dynamic portion in the URL with the current page host.

If you have multiple dynamic portions in the URL, separate them with a comma.

Note

Whatfix business users can place this script in their admin/integration section. Users of the application are not required to change anything or manually provide the web address. Whatfix picks the current URL automatically.


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