Brief Overview
An automation process is an automated Smart Walk-Thru that can run simultaneously while a visual Smart Walk-Thru (including balloon steps) is also running.
Creating an Automation Process
- Create a Smart Walk-Thru using only flow steps
- This can include any steps that appear as orange in the WalkMe Editor (auto-steps, wait for steps, splits, etc.)
- A Smart Walk-Thru including any visual steps (blue steps) will not be able to run as an automation process
- Add auto-play rules to the Smart Walk-Thru
- Check the Run as automation process checkbox in the auto-play settings
- This process will then run automatically when the auto-play rules are true, even if a visual Smart Walk-Thru is also currently running
Example use cases
- You have built an automated Smart Walk-Thru that is triggered automatically when a user fills out a form or completes a process. If the user clicks on the WalkMe menu to start a Smart Walk-Thru, the automation on the page won't run because only one Smart Walk-Thru can run at a time. Automation process will enable two Smart Walk-Thrus to run simultaneously: visual and automation. Both will be able to run in parallel.
- You can use this to complete automated actions based on a user's actions during a Smart Walk-Thru.
- For WalkMe content that allows for user input, like WalkMe Surveys, you can use the automation process to automatically fill in parts of the survey.
Technical Notes
- Automated Smart Walk-Thrus can't have UI steps (meaning regular balloons) – it must be all automation
- Automated Smart Walk-Thrus can't connect to another Smart Walk-Thru with UI steps
- Flow Tracker will show all the steps together
-
Clicking a launcher which initiates a Smart Walk-Thru (automated or regular) will stop all currently running Smart Walk-Thru flows
-
Passing ownership is not supported
-
Visual Smart Walk-Thrus must have at least 1 UI step
- Automation requires publishing permissions
- These can be configured as a custom role under Content Management:
Automation
