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Copying Flow steps
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Copying Flow steps

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Whatfix enables you to copy steps from one Flow to another, to help you reuse previous efforts and reduce the need to repeatedly recreate the same steps. This is useful when processes or tasks in your application have a few similar steps. Flow steps can be copied and inserted at any point of a Flow.

Copying steps to a new Flow

To copy steps from a Flow,

  1. Log in to the application where you want to create a Flow and then launch the Whatfix Editor.
    editorplugin
  2. Click Flow.
    Editor_flow_button
  3. Enter the name of the Flow as you want it displayed to the users.
    Flow_name
  4. Click Copy steps from another flow.
    copying_steps
  5. Select the Flow from which you want to copy the steps and then click Open flow.
    copy_open_flow
  6. Select the steps by clicking the radio button next to each step that you want to copy in the current Flow.
    copy_select_step
your title goes here

Steps can be selected only as a sequence. In case, you select step 1 and then try to select step 4, then all steps in-between are also selected.

  1. Click Copy steps.
    copy_step_button
  2. Finish creating the Flow.

Copying steps to an existing Flow

  1. Navigate to the Whatfix Dashboard.
    dashboard.png

  2. Hover the cursor over the Flow in which you want to copy steps from an existing Flow and then click the Edit icon.
    edit_icon_content_tile1.png

  3. Click Launch live edit.
    launch_live_edit(2)

  4. Once the Editor launches your application, navigate to the step where you want to insert the copied steps.

  5. On the Whatfix Editor toolbar, click the Insert button, and then click Steps from another flow before or Steps from another flow after option, depending on where you want to insert the steps.
    editor_copy_flow_options

  6. Select the Flow from which you want to copy the steps and then click Open flow.
    copy_open_flow

  7. Select the steps by clicking the radio button next to each step that you want to copy.
    copy_select_step

your title goes here

Steps can be selected only as a sequence. In case, you select step 1 and then try to select step 4, then all steps in-between are also selected.

  1. Click Copy steps.
    copy_step_button
  2. Once the copied steps are added, click Save.
    launch_edit_save_button

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