Optional steps are included in a Flow to ensure a seamless user experience across different scenarios without breaking the Flow's continuity. These steps are designed to be skipped if the relevant pages, elements, or conditions are not presented to a specific user. The process ensures that the intended Flow remains functional and complete for all users, regardless of their current state or application view.
Use the following steps to make a step optional when creating 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.
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Click Add Step.
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In the Studio toolbar, select a capture mode.
- Free-floating Flows is currently Beta. Contact support@whatfix.com for more information.
- For more information on different capture modes, see Quick Capture Modes.
- Click the desired elements on the page that the user needs to select.
- Review or 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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On Studio, click the Advanced Options.
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To enable optional step, under More Options, enable the Make this an optional step toggle.
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In the Step Timeout Duration (ms) field, enter the desired value.
When you set a maximum time in the Step Timeout Duration field for Optional Steps, Whatfix waits for the specified duration to see if the end user performs an action before moving to the next step. If the action is not performed within the specified time, Whatfix continues to the next step. By default, Whatfix checks for the next step at regular intervals of 500 milliseconds. For more information on Step Timeout Duration for Flows, see Set Step Timeout Duration for Flows.
- Click Save Step to finish creating the step, and then continue creating the Flow.
