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Flow Automation
  • 12 Dec 2022
  • 2 Minutes To Read
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Flow Automation

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Automation helps you improve user productivity and minimize errors by auto performing certain steps of a Flow for your end users. You can automate navigational clicks, selection of menu items, auto-fill form fields, auto-type brief descriptions etc.

You can automate one or more steps of a Flow. Automation can be configured for both new as well as existing Flows.

Use the following steps to automate a step in a 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.
    Editor_flow

  3. Enter the name of the Flow as you want it displayed to the users.
    Editor_flow_name6

  4. Click + Add Step.
    Editor_flow_addstep

  5. Click the desired element on the page that the user needs to select.

  6. Enter the purpose and description of the step in the tooltip.

  7. After element selection, under the CONFIGURATIONS tab, scroll down to the Step Completion Rules section and select the Automated option.
    Editor_flow_step_completion_automated

  8. Select from one of the following options.
    Editor_flow_flow_automation

  • Auto Click- Use this option when the step completion rule involves a click. When this option is selected, the element is clicked and proceeds to the next step in the Flow.
  • Auto Hover - Use this option when the step completion rule involves a mouse hover. When this option is selected, a mouse hover action is performed, and the Flow proceeds to the next step.
  • Auto Input - Use this option to auto-populate an input field with a predetermined value.
Info

If you want to use a dynamic input value, like a user name or a designation, you can use any variable that is defined in custom data, as seen in the following image. For more information, contact Whatfix Support at [email protected].

Editor_flow_auto_input

Note

The Flow step doesn't get saved if the input field is left empty.

  • Auto Select - Use this option to automatically select a defined value from a drop-down menu.
Note
  • The drop-down menu may not appear on the Editor for certain applications.

  • If the drop-down menu doesn't appear on the Editor, ensure that the value to be selected is typed in the Auto Select text box exactly as it is seen in the menu. The text is case-sensitive.
  1. Click Save Step and repeat for any additional steps that you want to automate.
    Editor_flow_automation_save

Auto-populate multiple sentences in the Auto Input field

You can auto-populate multiple sentences or templates for your end users to fill-in. For example, if you want to collect brief information about a sales deal that got recently closed in the description field. You can help your users with a starting point by letting them know what's your expectation from them as shown in the following GIF.


Flow Automation pop-up

When your users launch an automated Flow, a pop-up appears on the bottom of the application while the rest of the screen is made non-interactive, i.e, the user cannot interact with any element on the application. However, they can still be able to see the Flow steps being executed.

This pop-up displays information such as the Flow name, the step number being auto-executed, and at which step the next user input is required.

app_flow_automation

Hovering the mouse over the pop-up displays the following options to your users.

  • Manual- This option stops the Flow Automation and switches the Flow to manual, where users take control and continue the Flow on their own.

  • Stop- This option ends the entire Flow.

app_flow_automation_manual



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