Flow Automation

Automation helps you improve user productivity and minimize errors by auto-performing certain steps of a Flow for your end users. You can automate navigational clicks, selection of menu items, auto-fill form fields, auto-type brief descriptions, etc.

You can automate one or more steps of a Flow. Automation can be configured for both new and existing Flows.

Use the following steps to automate a Flow step,

1. When Creating or Editing a step in a Flow, scroll down to the Auto Step Completion section.
   

2. Select one of the following options:

• Do not Auto Complete - This is the default configuration for any step. When this is selected, the step does not auto-complete.

• Auto Click- Use this option when the step completion rule involves a click. When this option is selected, the element is clicked and the Flow proceeds with the next step.

• Auto Hover - Use this option when the step completion rule involves a mouse hover. When this option is selected, a mouse hover action is performed, and the Flow proceeds to the next step.

• Auto Input - Use this option to auto-populate an input field with a predetermined value. You can use this option to enter multiple sentences or templates using the "break" tag, as seen in the following image.

  

If you want to use a dynamic input value, like a user name or a designation, you can use any variable that is defined in custom data, as seen in the following image. For more information, contact Whatfix Support at [email protected].

• Auto Select - Use this option to automatically select a defined value from a drop-down menu.

3. Click Add Step and repeat for any additional steps that you want to automate.

Improvements to Auto Input field

You can auto-populate multiple sentences or templates for your end users to fill in. For example, if you want to collect brief information about a sales deal that got recently closed in the description field. You can help your users with a starting point by letting them know what's your expectation from them as shown in the following GIF.

Improved element selection to support Auto-execution

Whatfix provides a validation message to the content creator during Flow creation and while editing a Flow, if the selected element is not suitable for the selected auto execution. The content creator is notified to reselect another element.

Flow Automation pop-up

When your users launch an automated Flow, a pop-up appears on the bottom of the application while the rest of the screen is made non-interactive, i.e, the user cannot interact with any element on the application. However, they can still be able to see the Flow steps being executed.

This pop-up displays information such as the Flow name, the step number being auto-executed, and at which step the next user input is required.

Hovering the mouse over the pop-up displays the following options to your users.

• Manual- This option stops the Flow Automation and switches the Flow to manual, where users take control and continue the Flow on their own.

• Stop- This option ends the entire Flow.

Show Tip during Automated Step Failure

Whatfix ensures that a user completes a Flow and the underlying task even after the automated step fails by providing a tip for manual input on the element.