Brief Overview

Dynamic Text for Smart Walk-Thru auto-steps and action steps allows you to auto-fill text into input fields or redirect users to specific URLs using dynamic values. This is essential for personalizing automated processes, as it allows WalkMe to adapt to unique user data, such as account IDs or names, rather than relying on static information.

How To Use Dynamic Text For Visual Display

Use Cases

Implementing dynamic text helps streamline the user experience by achieving the following:

• Save users time by eliminating the need to enter the same information on multiple forms
• Reduce errors that occur when users manually input information that can be pulled automatically from an existing field or location
• Avoid asking users to type in complicated codes and ID numbers
• Shorten the number of steps in a process

How It Works

Dynamic Text pulls values from several sources to save time and minimize user error:

• Page HTML (via jQuery)
• Website cookies
• Variables
• WalkMe Data

For auto-steps using Fill Text, you can use dynamic text multiple times within a single step by inputting multiple tags.

Technical Notes

• If you want to redirect to a URL that has a dynamic value at the beginning, you must add a forward slash ( / ) before the BBCode section
  • Example: To create a dynamic URL with the pattern http://DYNAMIC-PART.example.com, you should use: /[var]DYNAMIC-PART[/var].example.com