Copy Flow steps
- 06 Nov 2025
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Copy Flow steps
- Updated On 06 Nov 2025
- 1 Minute To Read
- Print
- DarkLight
- PDF
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Whatfix enables you to copy steps from one Flow to another, which reduces the need to repeatedly create the same steps. The functionality helps when processes or tasks in your application have a few similar steps. You can copy and add Flow steps at any point in a Flow. For more information on Flows and how to create them, see What are Flows? and Create a Flow.
Info:
In cases where Flows have branching scenarios, copying Flow steps also copies the branch in the Flows. You may have to delete a branch from a Flow for such instances if you do not require the branch any longer.
Copying steps to a new Flow
Use the following steps to copy steps to a new Flow:
1. Log in to the application where you want to create content and then launch Whatfix Studio.
2. Click Flow.
3. Enter the name of the Flow that you want to display.
4. On Add Step, click the dropdown icon, and then click Copy Steps.
5. Select the Flow from which you want to copy the steps.
6. Select the steps that you want to copy from the current Flow.
Info:
You can select steps only as a sequence. If you select step 1 and then try to select step 4, then all steps in-between are also selected by default.
7. Click Copy.
8. Finish creating the flow.
Copying steps to an existing Flow
Use the following steps to copy the steps to an existing Flow:
On the Whatfix Guidance dashboard, click Content.
Click Flows.
Hover your cursor over the Flow you want to update, and then click the Edit icon.
Click Launch live edit.
5. Once you see the Studio on your application, go to the step where you want to insert the copied steps.
6. Click the more icon and then click Copy Before or Copy After option, depending on where you want to insert the steps.
7. Select the Flow from which you want to copy the steps.
8. Select the steps that you want to copy from the current Flow.
Info:
You can select steps only as a sequence. If you select step 1 and then try to select step 4, then all steps in-between are also selected by default.
9. Click Copy.
10. Once you add the copied steps, click Save Flow.
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