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Customize a Flow
  • 20 Sep 2022
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Customize a Flow

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Each Flow in Whatfix can have its unique properties—themes, end messages, tip color, font size, etc., different from the account level configurations.

For example, all the Flows in your account can have the Classic theme but one or more Flows of your choice can have the Modern theme applied to it.

Use the following steps to customize a Flow,

  1. Navigate to the Whatfix Dashboard.
    dashboard.png

  2. Hover the cursor over the Flow you want to edit, and then click the Edit icon.

    RB_dashboard_flow_edit_button

  3. Click the Customize button.
    customize.png

  4. Make the necessary changes.
    edits_options.png

Note

You can change the Flow's Tool tip, End Message, and Flow Automation Pop-up properties.

Info

Changes made here are only applicable to the specific Flow.

  1. Once the changes are made, click Save.
    save_msg_edit.png

  2. On the Flow edit page, click the Save button.
    save_flow.png

Note

A Flow can be configured in 3 places, Advanced Customization, Flow level configuration, and Account level configuration. If for any reason it is configured in all three places, Whatfix uses the following precedence to ensure there is no conflict:

Advanced Customization > Flow level configuration > Account level configuration

Example: If you have set your Flow theme as Modern at the Account level and set the theme for a particular Flow as Ivory, then that flow would have the Ivory theme. The Account level theme will be overridden in favor of the Flow level theme.

In the same way, customization that is done using Advanced Customization overrides the customization at the Account and Flow levels.


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