Top
Create a Flow
  • 08 Dec 2022
  • 1 Minute To Read
  • Dark
    Light
  • PDF

Create a Flow

  • Dark
    Light
  • PDF

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,

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

  2. Click Flow.
    Editor_flow

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

  4. Click + Add Step.
    Editor_flow_addstep

  5. Click the desired element on the page that the user needs to select.

  6. Review/Edit the auto generated action text on the step.
    Editor_flow_tooltip

Info

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

  1. Under CONFIGURATIONS, choose the desired position of the tooltip.
    Editor_flow_position

  2. Click Save Step.
    Editor_flows_save_step

  3. Navigate to where you want to start the next step and then click + Add Step on the Whatfix toolbar.
    Editor_flow_add_steps

  4. Repeat steps 5 to 8 to add additional steps.

  5. Click Save Flow.
    Editor_flow_save_flow

Info

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


Was this article helpful?

What's Next
Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.