Solution Template Distribution

Updated on November 8, 2020 Download PDFDownload as PDF
Download PDF

Overview

Solution Template Distribution allows you to stay up-to-date with your organization or partner’s latest brand guidelines, campaign, or content recommendations by easily sharing content between accounts. Then, using a secured distribution key, you can easily share the solution package that you’ve built between editor accounts.

Please note:

This feature is currently in Open Beta and there are several known limitations. Please contact your Account Manager to learn more and find out if this feature is right for you.

Get to Know and Use

Once your Account Manager has enabled it for you, there are several ways to use the  Solution Template Distribution.

Create a Solutions Template from the WalkMe Editor

  1. Login to the Editor
  2.  Locate the desired deployable folder to convert into a Solution Template
  3. Click on the folder’s vertical ellipsis button to open the folder dropdown options
  4. Select “Create Solution” to launch the “Create New” popup modal from the dropdown list.
  5. Enter the mandatory Solution name and Description. plus any other additional details you would like, including a video URL generated from WalkMe Share to act as a Solutions Template preview
  6. Choose the Template’s Privacy Setting by selecting the “Private Solution” or “Public Solution” radio button
    1. Private Solution: Only available to the Solutions Distributor
    2. Public Solution: Available to Solutions Subscribers
  7. Optionally upload a customized Solution Template cover image
  8. Click, “Save”
  9. Select the “Solutions” button to launch the Solutions Gallery
  10. Locate the newly created Solutions Template under the Solution Gallery category, titled “My Solutions”
  1. Navigate to the Solutions Gallery
  2.  Click the “Create New” button to launch the Solution Template metadata popup modal form
  3. Enter the mandatory Solutions Title and Description 
  4. Click the “Select Folder” dropdown to choose a folder from the account Editor list of Folders – the selected Folder will be assigned as the Solution Template’s deployable content 
  5. Any other additional details you would like, including a video URL generated from WalkMe Share to act as a Solutions Template
  6. Choose the Template’s Privacy Setting by selecting the “Private Solution” or “Public Solution” radio button
    1. Private Solution: Only available to the Solutions Distributor
    2. Public Solution: Available to Solutions Subscribers
  7. Optionally upload a customized Solution Template cover image
  8. Click, “Save”

“My Solutions”

Upon saving the Solution Template, the Solutions Gallery will load a new Solution Gallery category, titled “My Solutions”

  1. Hover over the newly-created Solution Template
  2. Click the Solutions Admin ellipses located at the top-right hand corner of the Solution Template’s tile
  3. From the Solution Admin dropdown list, select “Edit Use Case”
  4. Click the dropdown in center of your Solution Template tile
  5. Select a boilerplate use case tag from the dropdown list
  6. Repeat to add more boilerplate use case tags
  7. If you wish to edit your Solutions Template, first make any desired changes, and then from the Solution Admin dropdown list, select “Sync” and then click, “Ok”
  8. Once you have made all desired changes click “Save”

The Solution Template is now ready to distribute to a Solutions Subscriber.

How to Distribute “My Solutions” to a Solutions Subscriber

  1. From the Solutions Gallery, click the “Distribute Solutions” button
  2. This will launch the “My Solution’s Distribution Key” popup modal whewre you can enter the Distribution Key label
  3. Click “Save”
  4. Click “Copy Key”
  5. Click “Done” to close the Distribute Solution Templates popup modal
  6. Paste the Distribution Key into an email to the intended WalkMe Solutions Subscriber(s)

Providing a user Solutions Distribution Key to another WalkMe Editor user grants the user with permission to access, download, and modify any Solution Templates created under the “My Solutions” category of the Solutions Gallery. This includes any future Solution Template created by the Solutions Provider.

Modifications made to a downloaded Solution Template’s deployable content by a Solutions Subscriber will not modify the Provider’s source Solution Template’s deployable content.

Solution Templates downloaded by a Solution Subscriber are a duplicate instance of Solution Provider’s original deployable content.

Was this article helpful?

Related Articles

< Back