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Edit a Flow
  • 14 Apr 2023
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Edit a Flow

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Article Summary

Whatfix enables you to edit the various aspects of a Flow. You can change the Flow name, tooltip position, add a new step, delete a step, hide sensitive information, etc.

You can edit the Flow in the following instances:

During Flow creation

Use the following steps to edit the Flow steps during Flow creation:

  1. On the Studio, click the Flow step you want to edit.
    Studio_Editor_flow_steps

  2. Make changes to the step and then, click Save Step.
    Studio_soft_editor

Here's a GIF on how to edit any Flow step during Flow creation.

Post Flow creation

Use the following steps to edit Flow steps post Flow creation:

  1. On the Whatfix dashboard, hover your cursor over the Flow you want to edit, and then click the Edit icon.
    DB_CLM_Click_Edit.png

  1. Click the Edit button on the step you want to edit.
    Dashboard_flow_edit_option

  2. Make the necessary changes.

  3. Click Save Step at the end of the page.
    Dashboard_flow_edit_save_step

  4. Click Save.
    Dashboard_flow_edit_save


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