Connect to Smart Walk-Thru Step Getting Started Guide

Last Updated August 22, 2022

Brief Overview

Connect to Smart Walk-Thru is a Flow Step that allows you to branch to another Smart Walk-Thru to reuse steps that you have already created in another Walk-Thru.

Connect to Smart Walk-Thru Flow Steps help make it simple to create guidance even for complex processes. The benefit of using a Connect to Smart Walk-Thru instead of recreating steps is that if the steps change, there is only one central Walk-Thru that needs updating, as opposed to returning to all Walk-Thrus to make updates.

A Connect to Smart Walk-Thru can also be used to break long processes into smaller chunks that can be pieced together. By building in this way, you will have greater flexibility for using these Walk-Thrus as building blocks that can be engaged in several ways.

How it Works

Connect to Smart Walk-Thrus can be added anywhere in a Smart Walk-Thru – in the Main Path, in a branch, in a branch off a branch, etc. When WalkMe gets to the Connect to Smart Walk-Thru, it will start playing the identified Walk-Thru, either from the beginning of the Walk-Thru or from a specified Start Point. The original Walk-Thru will resume playing after the user completes all steps in the connected Walk-Thru.

Adding Connection Steps

Add a Connect to Smart Walk-Thru

  1. In a Smart WalkThru, hover over the orange plus sign between two steps where you want to add a Connection Step:
  2. To add a Connect to Smart Walk-Thru, hover over the path and select Connect to Smart Walk-Thru. In the Connect to Smart Walk-Thru Options Menu that appears, select which Walk-Thru you would like to connect to and where it should start from. The Walk-Thru can either start from the beginning of the flow (first step) or it can be configured to play from any of the Start Points in that Walk-Thru:
  3. In the drop-down menu, choose the Smart Walk-Thru that you want to connect to.
    You can also choose to start from a specific step.  If you choose to start from the beginning of the flow, the Connection Step will begin with the appropriate Start Point:
  4. Click Done.

When a Smart Walk-Thru reaches a Connection Step, it will begin playing the attached Smart Walk-Thru. When the Connected Smart Walk-Thru is complete, the parent Walk-Thru will resume.

Easily navigate to the connected Smart Walk-Thru from within the parent Smart Walk-Thru by clicking the ‘Go to’ button on the Connect to SWT step menu.

Navigating back to the previous Smart Walk-Thru is done by clicking the back button, or clicking ‘Cancel’ to return to the List/Grid view.

Connect To Rule Types

Connect to Smart Walk-Thrus are often used in a Split. For example, in a process for which another condition is a prerequisite, the Walk-Thru may start with a Split that checks for that condition. If it is required, the Walk-Thru will Split off the Main Path and connect to a Walk-Thru that guides the user through the prerequisite condition, and then connect back to the Main Path.

In the image below, a Walk-Thru for guiding an employee through submitting a leave request first checks if the user is logged into the system. If not, the Walk-Thru will play the Employee login Walk-Thru.

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