Visualize the Branching in a Flow

Whatfix enables you to visualize a branching in a Flow. The visualization provides a single representation of the complete Flow, including all the branched Flows under the main Flow. Expand the branched Flows to view all the steps that are part of the Flow. Visualization of branching helps you understand all the possible paths that an end user can choose based on different branching rules. Badges on the steps also show which steps are Optional or Automated.

Note:
The Visualize icon appears only when you create a Branched Flow.
The Visualization flow chart can be viewed even for the existing Branched Flows.

Use the following steps to view the visualization of the Branching in a Flow:

Log in to the application where you want to create content, and then launch the Whatfix Studio.
Click Flow.
In the Studio toolbar, select a capture mode.

Note:

Free floating step is currently Beta. Contact support@whatfix.com for more information.
For more information on different capture modes, see Quick Capture Modes.

Click the desired elements on the application page.
After you have captured the required steps, click Done.
Enter the name of the Flow.

Info:

Whatfix enables you to add a Display Name for your end users. Use the Content Name for internal tracking, such as region, role, module, or release codes.
Users then see the Display Name in the Self Help, Task List widgets, Hub, Flow Automation Popups and Exports. For more information, see Add a Display Name to Whatfix Content.
To capture additional steps, click Add Step.

After element selection, under the Configurations tab, scroll down to the Step Completion Rules section and choose the Manual option.
Select On click of selected element as the step completion rule.
Click Save Step.
Hover your cursor over the step you want to create a branch and then click the branching icon.

Use either of the two ways to visualize branching in a Flow:

Create new Flow

Use the following steps to create a new Flow:

Once you click the Branch icon, click Create new Flow.
On the Set Rules page, set the following conditions:
1. Where does the Branch appear?
2. When does the Branch start appearing?
3. Who does the Branch appear to?
Click Next.
On the Add Details page, enter the Flow Name and Description.
Note:
The Description text is solely for your (Content author's) reference and is not visible to your end users.
The maximum character limit for Branch description is 100 characters.
Click Next.
Click Add Step.
Click the desired element on the page that the user needs to select.
Review or edit the auto-generated action text on the step.
Under Configurations, expand Appearance.
Change the following configurations:
a. Select a Tool tip appearance from the available options.
b. Select the tip Color from the existing color picker or enter the hex code of the desired color.
c. Select the Close (X) color from the existing color picker or enter the hex code of the desired color.
Expand Position and select the desired position of the tooltip.
Under the Step Completion Rules section, select the desired rule. For more information on the Step Completion Rules, see Define step completion rules
Click Save Step.
Go to where you want to start the next step and then click Add Step on the Studio.
Repeat steps 6 to 13 to add additional steps.
After saving all steps, click Confirm.

Info:
Once you create a Branch Flow, toggle the Show Slides button to see the Flow Slides and Branch Map.
Click on Branch Map to see the Flow in a flowchart.

A flowchart that displays a single-view representation of how the entire Flow appears.
View the following details in the visualization chart:

The main Flow and its steps
The branched Flows and their steps
Branching conditions for the branched Flows
The Optional or Automated badge below the preview text of each step
A map view of the visualization flow chart

Info:
A map view gives you an idea of the view port area. It is a rough sketch of the Visualization flow chart.

Once the branches are created, click Save Flow.

Add existing Flow

Use the following steps to add a branch by adding an existing Flow:

Once you click the Branch icon, click Add existing Flow.
On the Set Rules page, set the following conditions:
a. Where does the Branch appear?
b. When does the Branch start appearing?
c. Who does the Branch appear to?
Click Next.
On the Select Flow page, select the Flow you want to import.
Click Next.
On the Select Steps page, select the Flow steps:
After selecting the steps, click Save.

Info:
Once you add a Branch Flow, toggle the Show Slides button to see the Flow Slides and Branch Map.
Click on Branch Map to see the Flow in a flowchart.

A flowchart that displays a single-view representation of how the entire Flow appears.
View the following details in the visualization chart:

The main Flow and its steps
The branched Flows and their steps
The Optional or Automated badge below the preview text of each step
A map view of the visualization flow chart

A map view gives you an idea of the viewport area. It is a rough sketch of the Visualization flow chart.

Click Save Flow.

Step Badges

The visualization chart shows a badge below the preview text of each Optional or Automated step. Use the badges to identify how a step behaves without opening the step.

Following are the Badges that appear on steps in the main Flow and in the branched Flows:

Optional: The step is skipped if its page, element, or condition does not appear for the end user. For more information, see Define a step as optional.
Automated: Whatfix performs the step for the end user. For more information, see Flow Automation.

Steps that are neither Optional nor Automated do not show a badge.

Note:
Branching Rules are now available as New Visibility Rules in Studio.

With New Visibility Rules for Branching on Studio, you can define exactly where, when, and for whom a Branch Flow appears. These rules apply only to the specific step they're configured on, making it easier to create more personalized and dynamic experiences. For more information, see New Visibility Rules for Branching in Flows.