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Triggering a Flow using User Actions
  • 23 Aug 2022
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Triggering a Flow using User Actions

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Whatfix enables you to configure a Flow to play automatically based on an action your users perform on the application. This is done by linking a Flow with User Action. The User Action acts as a trigger and starts the Flow once the identified action is completed by the user.

Linking User Action to a Flow

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Prerequisites:

  • Create User Action for the element that acts as a trigger. For more information, see Creating 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,

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. Hover the cursor over the Flow you want to edit, and then click the Edit icon.
    Dashboard_listview_edit

  3. Scroll down to the bottom and in the Flow Trigger tile, click Add User Action.
    Dashboard_UA

  4. Select the User Action that acts as a trigger to the Flow from the drop-down.

  5. Click Save.
    Dashboard_flows_save


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