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Switch to Frame/Popup Super Steps (aka Auto created Switch Step)

Updated on September 23, 2018 Download PDFDownload as PDF
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WalkMe is capable of playing in both IFrames and HTML popup windows, to provide users with a seamless experience while moving across different domains.

Switch to Frame/Popup Super Steps allow users to continue playing a Walk-Thru embedded in an iFrame or popup window.

The Short Version

IFrames and popup windows may be used in an application or as part of a process. IFrames allow web pages to be embedded directly into another web page. Similarly, popups may load another web page.

When creating a Walk-Thru, you may encounter both of these web features. To switch from one web page to another while playing a Walk-Thru you must use a Switch to Frame/Popup Super Step.

IMPORTANT: To enable WalkMe to run in an iFrame or an HTML popup window, the WalkMe snippet must be installed on the URL of the iFrame or popup window as well.

For example: Imagine you’re building a Walk-Thru that has several steps inside of an embedded iFrame. It’s the same domain (www.mysite.com) but a different page on the site. While building your Walk-Thru, WalkMe adds a Switch to Frame Super Step when you select an element inside of that iFrame. Since the iFrame loads a webpage that has the same domain with the snippet installed, your Walk-Thru is now able to switch into the iFrame to complete the process.

Common Uses:

  • Continue playing a Walk-Thru inside of an embedded iFrame
  • Play several steps inside of an HTML popup window
  • Play a Walk-Thru that switches from one application to another

How It Works

Switch to Frame/Popup Super Steps allow your Walk-Thru to switch from one URL to another. These URLs may have different domains as long as the WalkMe snippet is installed on both of them and your account is configured to work cross domain.

WalkMe stores data locally while you play a Walk-Thru. If your Walk-Thru plays across different domains, regardless of whether the different domain is in an iFrame or a separate window, your account must be configured to work across these different domains. If you encounter issues, contact you CSM to ensure that your Editor account is configured to use cross domain storage.

When a Walk-Thru plays a Switch to Frame/Popup Super Step, WalkMe checks the rule for your Super Step to determine the URL it should switch to and if that URL is loaded in an iFrame or a popup window. WalkMe then switches to this URL and looks for the element of the next step.

Switch to Frame/Popup Super Steps have both a Condition and a Rule. The Condition determines the URL WalkMe should switch to and if that URL is in an internal frame (iFrame) or a new window (popup window). The second Rule is used if you only want it to switch to another URL in a certain situation.

If you want to switch back to the original frame, simply use another Switch to Frame/Popup Super Step.

Switching To An Iframe (Also Known As Auto Created Switch Step)

When WalkMe is able to detect an iFrame on a web page it automatically adds a Switch to Frame Super Step to your Walk-Thru when you select an element inside of the iFrame.

The Switch to Frame Super Step includes a pre-made condition with a defined URL and a second statement for the rule that tells WalkMe whether the current flow is in an internal frame.

If WalkMe is unable to add a step into your iFrame and instead shows you a red box over the iFrame, you may need to switch your account to cross domain storage. Contact support your CSM to find out how to resolve this issue.

To switch back to the original frame, use another Switch to Step.

Switching To An HTML PopUp Window Or Another Web Page

To switch to a popup window that loads another URL, click the Add Super Steps button: and select a Switch to Frame/Popup Super Step from the by Function section. Create a condition (aka Rule) that identifies on which URL WalkMe should appear.

Use the Current Flow rule type that switches the Walk-Thru to a New Window. WalkMe only selects elements in the browser window that it’s currently running on. To select elements in the popup window, open a new tab in the browser window that WalkMe is running on, copy the URL from the popup, and paste it into the address bar of the new tab. Opening the URL of the popup in a new tab will allow you to select elements in the popup.

Switching To A Dialog Box Or A PopUp That’s Not Web Based

In rare situations, your web application may open a dialog box that is not web based, such as a download or upload popup window. These windows are part of your computer’s operating system.

Since WalkMe Web does not run locally on a computer, we suggest a simple work around to help users complete steps that take place on their computer: adding an additional step, or pop up window, with instructions that guide the user through the non web-based steps. You can even add a short GIF or video to your balloon if the steps are complicated.

For example, you may have a Walk-Thru that leads users through the process of creating their online profiles. During that process you may ask them to upload a photo of themselves. This portion of the Walk-Thru requires users to use a dialog box to select and upload their photo. Since WalkMe doesn’t run in this dialog box, you can create a step that guides them through that process and lets them click Next when they are done.

Common Issues

If you have trouble switching into or out of the iFrame on your web page, check the rule for your Switch to Frame step to see that it has the correct URL and that you have specified that it appears in a frame.
If you are unable to select elements in an iFrame, contact WalkMe Support. You may need to change your account’s storage type to Cross Domain Storage.

Avoiding A Switch To Frame/PopUp

In situations where switching to a frame or popup is either difficult or unreliable, we recommend avoiding it all together. Instead, create a single step around the iFrame that has detailed instructions.
Keep in mind that your ultimate goal is to help people through a process, and having one or two steps listed outside the iFrame may effective. Use the same work-around when dealing with non web-based popups or dialog boxes.

Try it Out

  • Create a Walk-Thru that switches into an iFrame
  • Add steps that run in a popup window
  • Avoid using a Switch to Frame/Popup Super Step by using a step that gives detailed instructions on how to complete a process that isn’t web-based

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