Brief Overview

When an element is captured for a step, rule, SmartTip, or launcher, WalkMe will take a screenshot.

The screenshot will include the element highlighted by the element selector. For steps, launchers, or Smart Tips, WalkMe will also display the WalkMe item in relation to the element based on its design and appearance settings. The screenshot will also include information on the URL, time it was captured, name of the account it was captured in, and any notes left for the item

After the item is saved, screenshots can be downloaded individually, or for a Smart Walk-Thru, as an entire set.

Use Cases

• Viewing the element to which a step was originally anchored
• Confirming that a launcher or SmartTip is appearing next to the correct element
• Checking what element was selected when on screen element is chosen for a rule type
• Share Smart Walk-Thrus, launchers, and SmartTips with colleagues before going live

How It Works

Enabling screenshots

Screenshots can be enabled in the Admin Center:

1. Go to the Building Settings tabs

2. Enable the toggle

3. Check the box if you want the screenshots to be blurred

Viewing and downloading screenshots

WalkMe takes a screenshot whenever an element is selected. In the screenshot, you will be able to see the URL that the item was created on, the element, and the original configuration of the balloon.

From the item settings screen

To preview a screenshot of your element:

1. Open the item
2. In the header, hover over the Eye icon
3. The screenshot will show

From the main editor screen

You can also preview the launcher's element screenshot from the main editor screen:

1. In the editor, click on the Options menu next to the launcher
2. Hover over View Screenshot
3. The screenshot will show

From the Smart Walk-Thru screen

You can also preview the Smart Walk-Thru step's element screenshot from the Smart Walk-Thru screen:

1. Open the Smart Walk-Thru
2. Hover over the step
3. Hover over the Screenshot icon

Download screenshot

To download a screenshot of the element:

• In the screenshot preview, select the Download button on top

Download all the screenshots in a Smart Walk-Thru

1. Click on the Options menu
2. Select Export to file
3. Select the format you would like to export to (your options are PDF or DOCX)
   
4. If your solution has more than one language, you'll be asked to select the language you would like to export in
5. Once the compilation ends, you will be prompted to select the location for the export
   • Select a location on your machine and your file will be downloaded there