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Copy flow steps
  • 12 Dec 2022
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Copy flow steps

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Whatfix enables you to copy steps from one Flow to another, to help you reuse previous effort and reduce the need to repeatedly recreate the same steps. This is useful when processes or tasks in your application have a few similar steps. Flow steps can be copied and inserted at any point of a flow.

Copying steps to a new Flow

Use the following steps to copy the steps to a new 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.
    Editor_flow

  3. Enter the name of the Flow as you want it displayed to your users.
    Editor_flow_name6

  4. On the + Add Step button, click the down arrow icon and then, click Copy Steps.
    Editor_flow_copy_steps

  5. Select the Flow from which you want to copy the steps.
    Editor_flow_copy_flow1

  6. Select the steps by clicking the radio button next to each step that you want to copy in the current Flow.
    Editor_flow_copy_flow_steps

Info

Steps can be selected only as a sequence. In case, you select step 1 and then try to select step 4, then all steps in-between are also selected.

  1. Click Copy.
    Editor_flow_copy

  2. Finish creating the flow.

Copying steps to an existing Flow

Use the following steps to copy the steps to an existing Flow,

  1. On the Whatfix Dashboard, hover your cursor over the Flow in which you want to copy steps from an existing Flow, and then click the Edit icon.
    CLMDashboard_list_view_flow_edit

  2. Click Launch live edit.
    Dashboard_flow_launch_live

  3. Once the Editor launches your application, navigate to the step where you want to insert the copied steps.

  4. On the Editor, click the action menu, and then click Copy Before or Copy After option, depending on where you want to insert the steps.
    Editor_flows_copy_before_after

  5. Select the Flow from which you want to copy the steps.
    Editor_flows_open_flow

  6. Select the steps by clicking the radio button next to each step that you want to copy.
    Editor_flows_select_steps

Info

Steps can be selected only as a sequence. In case, you select step 1 and then try to select step 4, then all steps in-between are also selected.

  1. Click Copy.
    Editor_flows_flow_step_copy

  2. Once the copied steps are added, click Save Flow.
    Editor_flow_copy_save_flow


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