Switch to Frame/Popup Super Steps
(aka Auto created Switch Step)
WalkMe is capable of playing in both IFrames and HTML Popup windows, to provide users with a seamless experience while moving across different domains. Using Switch to Frame/Popup Super Steps allow users to continue playing a Walk-Thru in embedded in an IFrame or popup windows.
- What is an IFrame
- Common Use Cases
- How Switch to Frame/Popup Works
- Switch to an IFrame
- Switch to a Popup Window
- Common Issues
- Avoiding a Switch to Frame/Popup
- Try it Out
Let's Talk A Bit More
For example, you’re building a Walk-Thru that has several steps inside of an embedded IFrame. It’s the same domain (www.mysite.com) but just a different page on the site. While building your Walk-Thru, WalkMe adds a Switch to Frame Super Step when you select an element inside of that IFrame. Since the IFrame loads a webpage that has the same domain with the snippet installed, your Walk-Thru is now able to switch into the IFrame to complete the process.
- Continue playing a Walk-Thru inside of an embedded IFrame
- Play several steps inside of an HTML popup window
- Play a Walk-Thru that switches from one application to another
Switch to Frame/Popup Super Steps allow your Walk-Thru to switch from one URL to another. These URLs may have different domains as long as the WalkMe Snippet is installed on both of them and your account is configured to work Cross Domain. WalkMe stores data locally while you play a Walk-Thru. If your Walk-Thru plays across different domains, regardless of whether the different domain is in an IFrame or a separate window, your account must be configured to work across these different domains. If you encounter issues, contact you CSM to ensure that your editor account is configured to use Cross Domain Storage.
When a Walk-Thru plays a Switch to Frame/Popup Super Step, WalkMe checks the rule for your Super Step to determine the URL it should switch to and if that URL is loaded in an IFrame or a Popup window. WalkMe then switches to this URL and looks for the element of the next step. Switch to Frame/Popup Super Steps have both a Condition and a Rule. The Condition determines the URL WalkMe should switch to and if that URL is in an internal frame (IFrame) or a New Window (popup window). The second Rule is used if you only want it to switch to another URL in a certain situation.
If you want to switch back again to the original frame, simply use another Switch to Frame Super Step.
Switching to an IFrame (aka Auto created Switch Step)
When WalkMe is able to detect an IFrame on a web page it automatically adds a Switch to Frame Super Step to your Walk-Thru when you select an element inside of the IFrame. The Switch to Frame Super Step includes a premade condition with a defined URL and a second statement for the rule that tells WalkMe the Current Flow is in an internal frame.
If WalkMe is unable to add a step into your IFrame and instead shows you a red box over the IFrame you may need to switch your account to Cross Domain storage. Contact support your CSM to find out how to resolve this issue.
To switch back to the original frame, use another Switch to Step.
Switching to an HTML Popup window or another web page
To switch to a popup window that loads another URL, click the Add Super Steps button and select a Switch to Frame/Popup Super Step form the by Function section. Create a Condition (aka Rule) that identifies on which URL WalkMe should appear. Use the Current Flow rule type that switches the Walk-Thru to A New Window. WalkMe only selects elements in the browser window that it’s currently running on. To select elements in the popup window, open a new tab in the browser window that WalkMe is running on and copy the URL from the popup and paste it into the address bar of the new tab. Opening the URL for the popup in a new tab will allow you to select elements in the popup.
Switching to a Dialog Box or a Popup that’s not web based
In rare situations your web application may open a dialog box that is not web based, such as a download or upload popup window. These windows are part of your computer’s operating system. Since WalkMe does not run locally on a computer, we commonly use a simple work around to help users complete steps that take place on their computer. We recommend adding an additional step, or pop up window with instructions that guide the user through the non-web based steps. You can even add a short gif or video to your balloon if the steps are complicated.
For example, you may have a Walk-Thru that leads customers through the process of creating their online profiles. During that process you may ask them to upload a photo of themselves. This portion of the Walk-Thru requires customers to use a dialog box to select and upload their photo. Since WalkMe doesn’t run in this dialog box, you can create a step that guides them through that process and lets them click Next when they are done.
If you have trouble switching into or out of the IFrame on your web page, it’s recommended that you check the rule for your Switch to Frame step to see that it has the correct URL and that you have specified that it appears in a frame. If you are unable to select elements in an IFrame contact support, you may need to change your account to Cross Domain storage.
Avoiding a Switch to Frame/Popup
In situations where switching to a Frame or Popup is either difficult or unreliable, we recommend avoiding it all together. A common workaround is to create a single step around the IFrame that has detailed instructions. Keep in mind that our ultimate goal is to help people through the entire process so having 1 or 2 steps listed outside the IFrame may still be just as effective. We use the same work around when dealing with non-web based popups or dialog boxes.
Try it Out
- Create a Walk-Thru that switches into an IFrame
- Add steps that run in a popup window
- Avoid using a Switch to Frame /Popup Super Step by using a step that gives detailed instructions on how to complete a process that isn’t web based