Desktop Guidance for SAP

Brief Overview

How It Works

Element capture and context

WalkMe recognizes SAP GUI elements so you can attach guidance where users work. Use on-screen element–based rules to target steps by screen or control. Capture on your main monitor for best results.

Smart Walk-Thrus

Show users exactly where to click and what to enter with balloons that guide each step. Smart Walk-Thrus support guidance in SAP GUI.

SmartTips

Add inline help and real-time validation to SAP fields to reduce mistakes. Use SmartTips selectively to avoid performance impact on complex screens.

Launchers

Place a Launcher next to a SAP control to start a Smart Walk-Thru, open a Resource, or display a set of validation SmartTips.

Shuttles

Create attention-grabbing messages to highlight updates or prompt users to take action. ShoutOuts can include buttons that start a Smart Walk-Thru or open other content.

WalkMe Menu and SAP Resources Widget

The SAP Resources widget on the WalkMe Menu for Desktop lets SAP users open relevant SAP content quickly.

The widget automatically appears when:

1. SAP GUI is installed on the desktop
2. There is a tab in the WalkMe Menu Organizer called SAP
3. At least one item is added to the SAP collection in the Menu Organizer

Select Show all to expand the widget and see all available SAP resources.

Technical Notes 

General

• Supports SAP GUI 770 / 800 / Desktop GUI for S/4Hana, ECC backend, and SAP Business Client
• Multiple SAP GUI screens supported
  • To enable multi windows support please contact your CSM

• APO (Advanced Planner and Optimizer) module is not supported

• After changing the scale to 100%, it is necessary to restart all instances of the SAP application

• Guidance is restricted to a single tab at a time

  • Support is currently limited to SAP GUI tabs

• • Transitioning guidance across multiple tabs is not supported

• Current support is limited to SAP GUI tabs
• Transitioning guidance across multiple tabs is not supported
• Scripting enabled (see here)
• Enhanced Search (Dynamic Search) will not be functional as a result of scripting enablement (This is not caused by WalkMe)

Advanced Settings

Starting for menu versions 1.43.1/4.0.3, for customers that would like to give end-users full control over the WalkMe Menu SAP guidance, you need to update the local ws_settings.json file with advanced settings.

This file can be distributed to a select group of users chosen by your IT team. Those with these settings will find an additional SAP Desktop Guidance section in their menu Preferences page.

• The new section allows management of Enable scripting and Show native Microsoft Windows dialogs through either the WalkMe Menu or SAP GUI/BC

• These advanced setting are mainly useful for users running SAP RPA

• ws_settings.json file:

"extensionsSettings":{"extensions": [{"ApplicationType": "Sap","Enabled": true,"Settings":{"SuperUser": true}}]}

Limitations

SmartTips

• Deep-integration z-index is not available; SmartTips may appear behind some SAP UI layers
• Use SmartTips sparingly (OSE or multiple OSE rules will typically be your ST Set rules)
  • Using many on-screen element rules can impact performance

Widget

• Attaching the widget to the edge of the screen at least means the widget is available/visible no matter how many SAP windows they have open
• If using edge of screen placement, consider adding a rule to make the widget appear only when SAP is an active window - by doing this the widget disappears when users are working outside of SAP which avoids the widget from covering scrollbars on other applications

ShoutOuts

• Overlay color is not supported. An overlay is not visible, but it does block access

Element Capturing - General

• Capturing must be done on the main monitor

Element Selection

• Element selection works most of the time but you are likely to find areas where it does not find what you're looking for, in these cases try to attach to the nearest element and manually adjust location
• A common area where element selection does not work is table headers, in this cases select the cell just below the table header and manually adjust the balloon location
• WalkMe Menu elements selection capabilities are aligned with what SAP GUI Scripting expose. SAP provide an external tool named “SAP GUI Property Collector” that could be used to check if a specific elements or areas could be identified.

Another area that can't be captured is the Selection Criteria in transaction ZVA05:

SAP Popup UI Changes When Scripting is Enabled

• When scripting is enabled the fonts in popups might change and the buttons will move from the top of the popup to the bottom and some buttons might be excluded

SAP Easy Access Tree 

• The capturing will use the text of the shortcut in order to recognize the location (Any change to the text by the user will make the step to not appear)

Business Workplace Screen - Not Supported 

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DPI Changes is Supported with limitations

We support most DPI configurations and ensure smooth motion between screens with various DPI settings. However, in certain scenarios, WalkMe content may appear displaced.

We are actively investigating these edge cases and are working toward a permanent solution to improve content alignment and ensure consistent user experience across all display environments.

Please make sure that Options-> Visual Design->Theme Settings ->Multi-monitor scaling awareness is checked (not visible for all Themes. Try Quartz Theme if not appearing)

Screenshot Balloon Shift

• Balloons Screenshot may appear shifted when capturing with Text size different than 100%

SmartTips Might Be Hidden By Top Menu Bar (Or Other Window Edges)

When creating SmartTips to display on the top buttons pane and beneath the top menu bar, we should position the SmartTip below the bar, not above it.
This is because the main top bar might overlay most of the SmartTip.

This is apply to all of the windows edges, please validate this after content creation.