Copy Flow steps
- 08 Nov 2023
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Copy Flow steps
- Updated On 08 Nov 2023
- 1 Minute To Read
- Print
- DarkLight
- PDF
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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.
2. Click Flow.
3. Enter the name of the Flow as you want it to be displayed to your users.
4. On + Add Step, click the dropdown icon, and then click Copy Steps.
5. Select the Flow from which you want to copy the steps.
6. Select the steps by selecting the checkbox next to each step that you want to copy in the current Flow.
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.
7. Click Copy.
8. Finish creating the flow.
Copying steps to an existing Flow
Use the following steps to copy the steps to an existing Flow:
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If you have the enhanced Whatfix dashboard, use the following steps:
On the Whatfix Guidance dashboard, click Content.
Click Flows.
On the Whatfix dashboard, click Content.
Hover your cursor over the required Flow, and then click the Edit icon.
Click Launch live edit.
4. Once the Studio launches on your application, go to the step where you want to insert the copied steps.
5. On the Studio, click the action menu, and then click Copy Before or Copy After option, depending on where you want to insert the steps.
6. Select the Flow from which you want to copy the steps.
7. Select the steps using the radio button next to each step that you want to copy.
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.
8. Click Copy.
9. Once the copied steps are added, click Save Flow.
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