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Visualize the Branching in a Flow

27 Nov 2023
3 Minutes To Read

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Visualize the Branching in a Flow

Updated On 27 Nov 2023
3 Minutes To Read

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Whatfix enables you to visualize the branching in a Flow. This visualization provides a single view representation of the complete Flow that consists of all the branched Flows under the main Flow. You can also expand the branched Flows to view all the steps that have been included in that Flow.

Visualizing the Branched Flow gives you a clear picture of the main Flow and all the branched Flows along with the conditions for branching. This helps you understand all the possible paths that an end user can choose based on the different branching rules. You can use this visualization feature to collaborate and plan the creation of complex flows with multiple content authors.

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The visualize icon appears only when you create a Branched Flow.
You can view the Visualization flow chart even for existing Branched Flows.

Here's an example of what the expanded view looks like.

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.

Enter the name of the Flow as you want it displayed to the users.
Click + Add Step.
Click the desired element on the page that the user needs to select.
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.

You can either create a Branching Flow or import an existing Flow.

Create a Branch

Use the following steps to create a Branch Flow:

Once you click the branch icon, click Create Branch.
Enter a name for the Branch Flow.
Under BRANCH DETAILS, in the text box, add the Branching description text.

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Branching description is solely for your (Content creator's) reference and is not visible to your end users.

To define the conditions for branching, click Add Rule and then add a rule.
go to the Steps tab, and then 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, choose the desired position of the tooltip.
Scroll down to the Step Completion Rules section and set the step completion rule.
go to the ADVANCED OPTIONS tab, and then set the Display Rules.
Click Save Step.
To add additional steps, repeat steps 6 to 10.
Click Save Branch.
Once done, click the Visualize icon.

You can 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
A map view of the visualization flow chart

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A map view gives you an idea of the view port area. It is a rough sketch of the Visualization flow chart.
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Once the branches are created, click Save Flow.

Import Flow

Use the following steps to Import an existing Flow:

Once you click the Branch icon, click Import Flow.
Click Add Rule to define the conditions for branching.
Click Attach flow to select and attach the Flow you want to branch to.
Select the step number you want the Flow to jump to, and then click Attach.
Use the Add Another Branch button to add multiple branching conditions as required.
Click Save Branch.
Once done, click the Visualize icon.