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My Solutions in the Console

Last Updated November 17, 2024
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Brief Overview

My Solutions in the console provides users with a private catalog to manage and create their own solution templates within the WalkMe console. Users can easily create, edit, and distribute their solutions, enabling a streamlined and intuitive workflow. This feature is particularly useful for maintaining organization and efficiency in managing user-generated content.

Learn more: Create a Solution

Note

All existing user-generated content under my solutions will be migrated to the WalkMe console.

How It Works

My Solutions page overview

Solution preview

  1. Click Preview on the solution tile to learn more about the specific template

  • A preview popup will appear with the following information:

    • Solution title

    • Solution description

    • Who created the solution

    • Which platform the solution was created for

    • A visual preview of the solution's WalkMe content

    • What's Inside: a list view of the WalkMe items included

    • Available languages

Edit solution

  1. Users can edit their solution in two ways:

    1. Click Edit My Solution on the solution tile

    2. Hover over the solution tile and click on the Options menu on the top right

      1. Click Edit Solution

        Note

        Changes made to a downloaded solution template by a solutions subscriber will not modify the providers source solution template.

  2. A popup will appear with the following information to edit:

    • Solution Content Settings

    • Solution Metadata

    • Privacy Preferences

Additional solution tile options

Create New Version

Users can create a new version of their template's WalkMe item.

  1. Hover over the solution tile and click the Options menu

  2. Click Create New Version

  3. A popup will appear

  4. Enter the Version Description

    Note

    Tip: Let users know what changed in this version

  5. Click Save

Delete Solution

  1. Click on the Options menu on the top right of the solution tile

  2. Click Delete Solution

Note

Once the solution is deleted, it will no longer be available in my solutions or shared solutions for any user that has that distribution key.

Search and filter

Easily navigate all your solutions with a comprehensive search and filter feature.

  • Find specific solutions by name or keywords using the Search bar

  • Refine search results by using the available filters:

    • All Systems

    • Sort by

Configure

  1. Hover over the solution tile and click Preview

  2. A preview popup modal will appear

  3. Click Configure

  4. A popup will appear with steps for:

    1. System Configuration

    2. Language Settings

System Configuration

  1. Click Account Destination System dropwdown

    1. Select the system to which you would like to download your solution

  2. Click Next

Language Settings

The Language Settings page allows users to select additional languages available for a solution.

Note

Additional languages downloaded within a solution will be located and pre-configured within the Text & Multi-Language tab of the Admin Center

  1. Optional: Select an additional language under the Additional Languages dropdown

  2. Click Download to Editor

  3. Click Open Editor to start adjusting content of the solution template

  • The download icon is displayed on a solution template tile after a user has downloaded the template into a destination editor system.

How to generate and send distribution keys

The Solutions Gallery allows users to create and distribute solutions to other WalkMe users and systems via distribution keys.

To share my solution:

  1. Click Open Distribution Settings at the top right-hand side of the page

  2. A popup will appear

  3. Optional: Change the Distributor name and click Update

  4. Optional: Click Regenerate Key to reset distribution key

    Note

    • Regenerating the distribution key will change it to a new randomized key

    • All editor systems subscribed to this key will no longer have access to the user-generated template catalog once the key is generated

    • Subscribers will not be notified about the regenerated key

    • Editor systems will be required to update the key in order to regain access

  5. Click Copy Key

  6. Optional: Turn on the Enterprise System Only toggle to only let editor systems inside your enterprise account view and download My Solution templates.

    1. Click the Enterprise Account Connection dropdown

    2. Select available editor systems from the dropdown list

      Note

      The enterprise account connection can only enable the distribution key to other editor systems. The enterprise account connection can not remove the distribution key from other editor systems once added.

  7. Click Save if any changes were made

  8. Send your secure distribution key to other WalkMe users

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