Create a Flow

Whatfix Flows are sequential steps that help users learn an objective or complete a task through a series of step-by-step actions. Flows handhold users through various sequential tasks. These steps display as a layer over your web application.

Use the following steps to create a Flow:

Log in to the application where you want to create content, and then launch the Whatfix Studio.
Click Flow.

Enter the name of the Flow as you want it displayed to the users.
Click + Add Step.
Click the desired element on the page that the user needs to select.
Review/Edit the auto generated action text on the step.

Info

Enter any additional information that you want to provide in the description section of the tooltip.

Under CONFIGURATIONS, choose the desired position of the tooltip.
Click Save Step.

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Click Preview to preview the Flow during the Flow creation on Studio. The Flow opens in a new tab and displays the steps that are created on the application. You must create and save at least one step to enable Preview.

Go to where you want to start the next step and then click + Add Step on the Whatfix toolbar.
Repeat steps 5 to 8 to add additional steps.

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Display Rules enable you to configure Flows to display the tooltip only when pre-determined conditions are met.

Use the following steps to add Display Rules to Flow steps:

a. Click ADVANCED OPTIONS.
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b. Expand the Display Rules section and then click + Add Rule. Display Rules enable you to configure Flows to display the tooltip only when pre-determined conditions are met.
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c. Set the desired conditions. For more information on the different conditions that can be used in Display Rules, see Visibility and Display Rule Conditions
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You can add multiple conditions using the + Add Rule button if needed.

Click Save Flow.

Info

You can edit a Flow step during the Flow creation. For more information, see Edit a Flow.

Create a Flow

What's Next