Edit a Flow
- 08 Oct 2024
- 1 Minute To Read
-
Print
-
DarkLight
-
PDF
Edit a Flow
- Updated On 08 Oct 2024
- 1 Minute To Read
-
Print
-
DarkLight
-
PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
Whatfix enables you to edit the various aspects of a Flow. Change the Flow name, tooltip position, add a new step, delete a step, hide sensitive information, and more.
Edit the Flow in the following instances:
During Flow creation
Use the following steps to edit the Flow steps during Flow creation:
-
On the Studio, click the Flow step you want to edit.
-
Click Edit step.
-
Make changes to the step and then, click Save.
Here's a GIF on how to edit any Flow step during Flow creation.
Post Flow creation: Using Dashboard
Use the following steps to edit Flow steps post Flow creation:
-
On the Whatfix Guidance dashboard, click Content.
-
Click Flows.
-
Hover your cursor over the required Flow, and then click the Edit icon.
-
Go to the step and then click Edit.
-
Make the necessary changes.
-
Click Save Step at the end of the page.
-
Click Save.
Post Flow creation: Using Launch live edit
Use the following steps to edit Flow steps post Flow creation using Launch live edit:
-
On the Whatfix Guidance dashboard, click Content.
-
Click Flows.
-
Hover your cursor over the required Flow, and then click the Edit icon.
-
Click Launch live edit.
-
Once the Studio launches on the application, click the Flow step you want to edit.
-
Click Edit step.
-
Make the necessary changes to the Flow step, and then click Save.
-
Click Save Flow.
Was this article helpful?