Brief Overview
An automation process is a Smart Walk-Thru that runs automatically in the background while a visual Smart Walk-Thru is running. It enables automation-only steps to execute in parallel with guided experiences.
Use Cases
Use an automation process when you need to:
- Run automated steps in the background while a visual Smart Walk-Thru is active
- Trigger automation based on user actions, such as completing a form or process
- Perform background actions during a Smart Walk-Thru without displaying UI steps
- Automatically complete parts of input-based content, such as WalkMe Surveys
How It Works
Automation processes follow these rules:
- They can run at the same time as a visual Smart Walk-Thru
- They must include only flow steps
- They must be triggered using auto-play rules
Note
- Automation processes can include only flow steps (orange steps), such as auto-steps, wait-for steps, and splits
- Smart Walk-Thrus that include visual steps (blue steps) cannot run as automation processes
Create an Automation Process
To create an automation process:
- Create a Smart Walk-Thru using only flow steps
- Add auto-play rules to the Smart Walk-Thru
- In the auto-play settings, turn on Run as automation process
When the auto-play rules are met, the automation process runs automatically, even if a visual Smart Walk-Thru is already running.
Tip Tuesday Video
Technical Notes
Step and flow limitations
- Automation processes cannot include UI steps (balloons)
- Automation processes cannot connect to Smart Walk-Thrus with UI steps
- Visual Smart Walk-Thrus must include at least one UI step
Runtime behavior
- Only one Smart Walk-Thru flow can be initiated by a launcher at a time
- Clicking a launcher stops all currently running Smart Walk-Thru flows
- Flow Tracker displays automated and visual steps together
Permissions and access
- Automation requires publishing permissions
- Automation permissions can be configured as a custom role under Content Management
- Passing ownership is not supported
