- 08 Dec 2022
- 1 Minute To Read
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Create a Flow
- Updated On 08 Dec 2022
- 1 Minute To Read
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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,
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Log in to the application where you want to create content, and then launch the Whatfix Studio.
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Click Flow.
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Enter the name of the Flow as you want it displayed to the users.
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Click + Add Step.
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Click the desired element on the page that the user needs to select.
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Review/Edit the auto generated action text on the step.
Enter any additional information that you want to provide in the description section of the tooltip.
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Under CONFIGURATIONS, choose the desired position of the tooltip.
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Click Save Step.
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Navigate to where you want to start the next step and then click + Add Step on the Whatfix toolbar.
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Repeat steps 5 to 8 to add additional steps.
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Click Save Flow.
You can edit a Flow step during the Flow creation. For more information, see Edit a Flow.