Error Handling: Getting Started Guide
Error Handling Groups are a feature in Smart Walk-Thrus that allow you to create additional steps that will appear when a user encounters an error. Using Error Handling Groups help to make sure users get the help they need to get all the way through a process.
Error Handling Groups allow your Smart Walk-Thru to show specific steps to a user if they make an error during a process. These steps will loop until the user gets past the error. Once they have recovered from the error it can return back to the Main Path so the user can complete the process.
How it Works
When the Smart Walk-Thru gets to an Error Handling Group, it will check the rules created that define the error. If the rule is true (error is present), WalkMe will play the steps within the Error Handling Group. When WalkMe is finished playing the steps in the Error Handling Group, it will recheck the rule to see if the error is still present. If so, the Error Handling Group steps will play again. If not, the guidance will continue with the Main Path.
Error Handling Groups allow you to use the Rule Engine to detect user error on the screen. You can then add steps to the Error Handling Group that help the user fix their mistakes. The Walk-Thru will play through all steps added to the Error Handling Group (all the steps within the orange dotted line) and then re-check the rule for the Error Handling Group to see if an error is still present (if the rule is true). If the error is still present (rule is true), the Error Handling Group will replay the steps in the dotted orange lines again. If not, it will continue on the Main Path
Create an Error Handling Group
Add an Error Handling Group to your Smart Walk-Thru
- Hover over the path where you would like to add the steps and select Error Handling Group from the Options Menu. Typically, the Error Handling Group is placed after the step that triggers the error; for example, after “Click Submit” or “Click Save.”
- In the hover menu, select Error Handling Group:
After adding an Error Handling Group, it will appear in the Smart Walk-Thru as an orange icon:
Create a rule to define the error
- Click Create Rules.
- In the Rule Engine, set Rules for the Error Handing Group. When these rules are true, the WalkThru will enter the loop and will repeat until the rules are false.
Usually, this rule will use the On-Screen Element selector to check whether an error is visible, but you can set any rules that are necessary for your process.
- When you have added the rules, click Done.
A common rule type for Error Handling Groups is On Screen Element as often user error will result in a visible error message on the page. The example below shows a rule that defines the Error Handling Group with a rule that identifies an error message is visible on the login screen. Note that whether the error reads “Username required” or “Incorrect password” the rule will still be true because WalkMe is looking for the error message element, regardless of the text in it.
Rename the Error Handling Group
Add steps to the Error Handling Group
Any steps added to this loop will continue to repeat until the conditions you have set in the Error Handling Group are FALSE.
WalkMe will re-check the Error Handling Rules when you reach the last step in this loop.
Once the Error Handling Rules are false (meaning there is no error), the WalkThru will resume with the next step in the process.