New Editor Design

Last Updated January 15, 2024

Brief Overview

The Editor now has a new design. Our goal was to transform the old interface into a visually appealing, easier to use, and intuitive experience, consistent with other WalkMe applications.

This article covers the key changes in the new design compared to the old.

What's Changed

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High level changes

Editor top changes

Status icon, Play/Build mode, header and search all got a new design
Switch system was moved and redesigned
- To switch to build on mobile web, users now click on their current system name in the upper right corner
Home line minor UI changes
"All items" dropdown removed
New filter option was added - by item type

Editor footer changes

Footer buttons removed:
- Preview (now will appear only when items are selected)
- Customize (now available under the Settings icon in the top right corner)
- Solutions (relocated to the "Create" menu - under the blue plus icon)
- Menu (now available under the Apps menu in the top right corner)

New look and functionality for Create + button
- You can now use it to create folders and segments also
- No longer filtered by item type
  - Exceptions: Shield, Engaged Element, Element Library

See what's changed

The new WalkMe Apps menu offers a central place to access your WalkMe apps, divided into the following categories: Apps, Data, Admin

Previously, several of these were available from the options menu.

Create + button

See what's changed

The revamped Create + button is similar to the old one, with a few key changes:

You can now create any item type using the + button, even when filtering to view specific items types
Two new create options were added: "New Folder" and "Segment"
- These additions do not replace existing creation methods from other locations
The list has been simplified and certain names were changed
- "Resources" has been replaced with more intuitive options: "Video" and "Article"
- "ShoutOuts" has been split into "ShoutOut" and "ShoutOut Classic" for easier access without the need to hover

Note

When selecting Shield, Engaged Elements, and Element Library, the create menu only allows to create this type of item. For example, in Shield, users can only create new tests.

Create and rename items

See what's changed

The pop ups for naming and renaming an item were updated.

Now if the name is taken an error message will be shown.

Assign segments

See what's changed

The existing pop up was updated to align with the new Editor main screen design.

A description was added, indicating that multiple segments assigned to one item will have an "Or" relationship between them.

See what's changed

The user menu is a new concept, designed to provide a more personalized experience for the builders.

Within the user menu, users can access actions and information tailored to their specific user profile.

Previously, many of these options were found in the Editor options menu.

See what's changed

The settings menu serves as a centralized hub for all configurations within the Editor, including global system settings.

In the previous design, these settings were found in different locations in the Editor, in the footer, header, and within the options menu. We consolidated them all in one location for improved user experience.

Several notable changes:

Integrations moved from the "All items" dropdown menu to the Settings Menu. We consider them as global, system-level settings, which led to this repositioning.
The feature previously known as "Customize" and located in the Editor footer has been relocated to the Settings Menu, now referred to as "Customize content style."
We have removed the direct link to the Snippet screen. Instead, users can access the "System settings" from the Settings Menu and find the new Snippet tab there.
Onboarding settings, previously available only through the "All items" dropdown menu when viewing Onboarding exclusively, have now been placed in the Settings Menu. This change allows users to access this system-level setting regardless of their item list filtering.

Filters

See what's changed

Filters remained the same with one major upgrade: users can now also filter by item type.

This will replace the functionality of the old “All items” dropdown.

It will also introduce a new functionality, to display more than one item type in the list.

For example, users can now choose to view only Smart Walk-Thrus and Launchers together.

Preview

See what's changed

Preview will now be displayed only when an item or multiple items are selected.

Previously, the option to preview published content was only available when no items were selected in the list. We have improved this feature by providing clearer explanations and incorporating it into the preview options that appear when items are selected.