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Edit a Flow
  • 11 Oct 2022
  • 1 Minute To Read
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Edit a Flow

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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 Editor, 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.
    CLMDashboard_list_view_flow_edit

  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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