An Automation Process is an automated Smart WalkThru that can run simultaneously while a visual Smart WalkThru (including balloon steps) is also running.
Creating an Automation Process
- Create a Smart WalkThru using only Auto-Steps.This can include any steps that appear as orange in the WalkMe Editor (AutoSteps, WaitFor steps, Splits, etc.). A Smart WalkThru including any Visual steps (blue steps) will not be able to run as an Automation Process.For more information on creating a Smart WalkThru with AutoSteps, see the Smart WalkThru: Getting Started Guide and the AutoSteps: Getting Started Guide.
- Add Autoplay Rules to the Smart WalkThru.
For more information on adding AutoPlay rules to a Smart WalkThru, see the AutoPlay: Getting Started Guide.
- Check the Run as automation process checkbox in the AutoPlay settings. This process will then run automatically when the autoplay rules are true, even if a Visual Smart WalkThru is also currently running.
Example Use Cases
You have built an automated Smart WalkThru 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 WalkThru, the automation on the page won’t run because only one Smart WalkThru can run at a time. To overcome this problem, Automation Processes will enable two Smart WalkThrus to run simultaneously: Visual SWTs (VSWT) and Automation SWTs (ASWT). Both VSWT and ASWT will be able to run in parallel, meaning, if a user is playing a VSWT and there is an AutoPlay rule starting an ASWT, both Smart WalkThrus will play as expected.
You can use this to complete automated actions based on a user’s actions during a Smart WalkThru. 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.
- Automation SWT can’t have UI steps (meaning regular balloons) – it must be all automation.
- No support in pass ownership.
- Flow Tracker will show all the steps together.