Whatfix enables you to configure a Flow to play automatically based on an action that your end users perform on the application.
In this process, a Flow is linked with User Action. The User Action acts as a trigger and starts the Flow once the identified action is completed by the user.
Link User Action to a Flow
Prerequisites:
- Create a User Action for the element that acts as a trigger. For more information, see Create a User Action.
- Create a Flow that you want to run when the User Action is triggered.
Use the following steps to link a User Action to a Flow:
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On the Whatfix Guidance dashboard, click Content.
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Click Flows.
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Hover your cursor over the required Flow, and then click the Edit icon.
Info
Whatfix Content and Widgets can be edited in the Draft and Ready Stages.
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Click Details.
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Under Options, expand the Trigger dropdown.
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Select the User Action that starts the Flow.
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Click Save.
Remove a Trigger from a Flow
To remove a Trigger, click the Clear Data icon in the Trigger dropdown.
