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Always start a Flow from step 1
  • 08 Sep 2024
  • 2 Minutes To Read
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Always start a Flow from step 1

  • Updated On 08 Sep 2024
  • 2 Minutes To Read
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Article summary

Whatfix enables you to configure certain Flows to always start from the first step no matter where the user is on your application. This helps you guide your end users better.

When the Always start a Flow from step 1 feature is enabled for a specific Flow, Smart Context gets overridden. This means that even if the user is not on the first screen of the Flow, instead of starting the Flow from the most relevant page that the user is on, the Flow is prompted from step 1.

Note

The Always start a Flow from step 1 feature works only if the first step of the Flow is placed on a global element, that is, an element which is present across pages. In case first step is not on a global element, then the Flow breaks.

Use Cases

Always start a Flow from step 1 can be enabled for specific Flows in the following cases:

  • When you have an onboarding Flow created across different tabs of your application and you don't want your end users to skip any steps.
  • When the Flow steps are dependent on each other, where steps 3 and 4 on a particular page depend on the actions the user takes in steps 1 and 2 on the previous page of the application. For such Flows, if the user needs assistance at step 3 and is launching the Flow, Whatfix starts the Flow from the first step taking them to the first page of the Flow.

How to enable the feature for a Flow?

Enable Always start a Flow from step 1 using both the Studio (for a new Flow) and the Dashboard (for an existing Flow).

Enable Always start a Flow from step 1 for a new Flow

Use the following steps to enable the feature for a new Flow:

  1. Log in to the application where you want to create content, and then launch the Whatfix Studio.
    CLM_editor plug in2
  2. Click Flow.
    Click_Flow_Studio.png

  1. Enter the name of the Flow as you want it displayed to the users.

  2. Create all the Flow steps.

  3. Once you have created the Flow steps, click Edit Flow Details.
    EDT_clickeditflkowdetails

  4. Click CONFIGURATIONS.
    clm_flow_configurations

  5. Scroll down to the end of the page.

  6. Enable the Always start this flow on step 1 toggle.
    EDT_enablealwaysstartflowfromstep1

  7. Click Save.
    EDT_clickSave

  8. Click Save Flow.
    Save Flow1

  9. Once you are done creating the Flow, select the content, and then click Send to ready.
    clm_db_send_to_ready

  10. Go to the Ready Stage and select the Flow to move it to Production Stage, and then click Push to production.
    clm_db_p2p

Enable Always start a Flow from step 1 for an existing Flow

Info

Choose to enable the feature both from the Draft and Ready stages.

Use the following steps to enable the feature for an existing flow:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click Flows.
    ia_left%20nav_flows

  3. Hover your cursor over the required Flow, and then click the Edit icon.
    DB_CLM_Click_Edit.png

  1. Scroll down to the end of the page.

  2. Under the Configurations section, enable the Always start this flow on step 1 toggle.
    DB_enablealwaysstarttheflowfromstep1

  3. Click Save.
    Dashboard_flow_edit_save

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