Convert Smart Walk-Thru Steps to Auto-Steps

Last Updated March 22, 2021

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Brief Overview

You can now convert previously captured Smart Walk-Thru Steps to Auto-Steps and vice versa. This makes it far easier to convert existing processes into automated ones, eliminating the need to recapture all the relevant steps!

Pro-Tip: Newly converted Auto-Steps / Steps will be considered as new Steps in our analytics systems.

How to Convert Steps

Converting a Single Step

1. Hover over the Step you wish to convert;
2. In Step Action Menu, hover over the three dots;
3. Click Convert to Step / Auto-Step (depending on whether the Step is regular or an Auto-Step):

Pro-Tips:

• When something is preventing a Step from being converted, the convert buttons will be disabled and you will see a tooltip explaining why the Step cannot be converted;
• When the Step is not convertible at all, no conversion button will be visible;
• When a 'Type' trigger Step is converted, its Title AND Description will both be inserted into the Auto-Step's Value for easier conversion and editing.

Converting Multiple Steps

1. Manually select one or more steps you would like to convert;
2. Click the proper convert icon (depending on whether you're converting Steps or Auto-Steps) in the footer of the Editor:
   • If you select both Step types and click one of the convert buttons, only the relevant Steps will be converted. The others will remain the same.

Pro-Tips:

• When selecting a mixture of supported and non-supported Step types, you will see a message explaining that only the supported Step types will be converted;
• When selecting a group of non-convertible steps, no conversion buttons will appear in the footer.

Conversion Outcomes

Step conversion supports the following step triggers

* Available for Mobile Web Editor only.

The following triggers are not supported for conversion

• Next
• Custom
• BBcode
• Delay
• Page Refresh
• Any List Value
• Multiple
• Peer

The following Steps are not supported for conversion

• Peer Steps
• Popup Steps
• Flow Steps
• Page Action Steps