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Insert an Audio Clip in a Flow Step

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Overview

Whatfix enables you to add audio to a Flow step where you need to provide detailed explanations for the selected element. Use audio in Flows to explain an action that your users need to perform on the application.


Prerequisite

If you want to insert any audio clip in a Flow step, you must first host the audio on an online file-hosting website such as Dropbox or OneDrive.

Note:

Google Drive no longer supports file hosting due to updated Google policies.

Info:

The audio file formats supported by Whatfix are .mp3, .AAC, .m4a, and .ogg.


Insert an audio clip in a Flow Step

Use the following steps to insert an audio clip in a Flow step:

  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 Flows

  3. Enter the name of the Flow.
    Editor_flow_name6

  4. Click Add Step.
    Studio_Click_Add_Step

  5. In the Studio toolbar, select a capture mode.
    image

Note:
  1. Click the desired elements on the page that the user needs to select.
    Create_Flow_Leads_Click

  1. Review or edit the auto-generated action text on the step.
    SF_Click_Leads

  2. Click the Description section of the tooltip and select the Insert Audio icon from the Rich Text Editor.
    Click_Insertaudio.png

  3. Copy the audio URL from the online file sharing website and paste the URL.
    DB_FlowStep_CopyURL.png

  4. Click Insert.
    DB_Flowstep_audioURL.png

  5. Under Configurations, expand Appearance.
    Change the appearance of the Flow steps

    Make the following configurations:

  • Select a Tool tip theme from the available options.
  • Select the tip Color from the existing color palette or enter the hex code of the desired color.
  • Select the Close (X) color from the existing color palette or enter the hex code of the desired color.
    Choose_Flow_Theme.png
  1. Expand Position and select the desired position of the tooltip.
    Choose_Position_Flow.png

  2. Under the Step Completion Rules section, select the desired rule. For more information on the Step Completion Rules, see Define step completion rules
    Define_step_completion rules.png

  3. Click Save Step.
    Click_Save_step

Note:

Click Preview to preview the Flow during the Flow creation on Studio. The Flow opens in a new tab and displays the steps that are created on the application.
Click_Previewflow

  1. Click Add Step to add the next step.
    Click Add Step
Note:

Display Rules enable you to configure Flows to display the tooltip only when pre-determined conditions are met.

Use the following steps to add Display Rules to Flow steps:
a. Click Advanced Options.
Click Advanced options on Flow steps

b. Expand the Display Rules section and then click Add Rule. Display Rules enable you to configure Flows to display the tooltip only when pre-determined conditions are met.
Add display rules to Flow steps under Advanced Options

c. Set the desired conditions. For more information on the different conditions that can be used in Display Rules, see Visibility and Display Rule Conditions
Add_Rule.png

d. Click Add Rule to add more conditions, if needed.

  1. Click Save Flow.
    Click_Saveflow
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