Condition Builder
Brief Overview
Condition Builder is a new WalkMe product expanding the capabilities of the Rule Engine and facilitating the building experience.
The key objective behind this new product is to provide a better user experience for builders and make the process of creating rules easier and more intuitive.
The supported rule types are:
- Current URL
- Referrer URL
- Element on screen
- Selected element
- jQuery
- Variable
- Cookie
- WalkMe data
- Workday form
- Workday worklet
- Workday subpage
- Workday page
- Workday inbox item
- IDP integration
- CSV integration
- API integration
- Onboarding task
- Behavior based integrations
- Time
- Date
- WalkMe language
- Window size
- Browser type
- Current flow
- Language
- jSON object
- TeachMe course
- TeachMe quiz
- Number/date comparison (previously known as Logic Rule)
- Segment
Conditions and Rules
When users open the Condition Builder, they will see templates which describe the most common scenarios for the case they're working on now (e.g. user captured an element on screen and opens the Condition Builder from the Launcher Display Conditions).
Selecting one will get them started with predefined conditions and rules.
Click on the card to see the predefined condition and the suggested rules for how to evaluate it.
The first line is the condition - the definition of where the user most likely wants their WalkMe item to appear. Users can type in their definition in the first field - or keep the default one - and select one of the options in the operator dropdown.
The second line is the rule or method that builder would like to use in order to explain what would represent this page and for WalkMe to understand which page to display the item on.
For every condition there's a default rule - what we thought would be the most common way to represent the selected condition. E.g., for when the page is in the edit mode, a common way to define it would by Element on screen (pencil).
However, user can select out of number of rules which are relevant for their case.
For users creating content for the Workday system, the default rule would be "Workday subpage".
All the rules that are relevant for the selected condition can be seen under one dropdown.
This has changed compared to the Rule Engine, where rules are grouped under a few categories (e.g URL → Current URL / Referral URL), and the location of some isn't obvious (e.g. User Data → Cookies / Variable ...).
Rules' Names and Icons
Here are a few changes compared to the Rule Engine:
- On screen element changed to "Element on screen"
- Instead of the "color and initials" icon each rule type had, there is now a unique icon per rule type illustrating the rule
Grouping
Grouping of rules and conditions is done automatically (manual grouping is not possible yet).
When there are two rules under one condition and at least one rule outside of that condition - rules under one condition will become a group.
Advanced Condition
While we recommend to work with the suggested conditions which cover the most common use cases and save time, there's also a possibility to create an advanced condition from scratch.
It is designed for experienced builders who wish to work on more complicated use cases and don't find them among the suggested options.
The Advanced Condition template can be reached via the dedicated icon next to the search bar on the conditions options screen.
The title bar will expand based on the amount of text, and all the available methods can be found in the dropdown.
Other Features
Moving rules and conditions around
Conditions and rules can be moved around using drag&drop.
Moving Between Versions
- When going to the Condition Builder from the Rule Engine, users will be able to see all the existing rules in the same was as they're presented in the Rule Engine
- Although we covered most of the possible cases, there're some rules that temporarily cannot be transferred to the new Condition Builder (we're monitoring those). In case user tries to transfer one of those rules, they'll get a warning message explaining this. They can either continue and lose their rule in the Condition Builder, or go back to the Rule Engine where the rule will be available.
- It is always possible to switch back to the old version of the Rule Engine by clicking on the "use the old version" link on the condition screen.
- Note that any unsaved changes will be lost. However, the conditions which were saved, will be moved to the old version.
