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Using Smart Walk-Thru Auto-Steps To Automate WalkMe Processes

Updated on November 14, 2018
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Brief Overview

Why make your users complete repetitive tasks when you can simply automate them? With Auto-Steps (previously known as Custom Actions), you can easily automate numerous tasks for your users, saving them time and improving their user experience. This way, your employees and end-users can focus on what really matters, instead of where to navigate to get to a feature.

With Auto-Steps, automating multiple steps or an entire process is fast and easy to do. You simply capture the steps as you go. Best of all, there’s no coding, API, or backend integration required!

You can add Auto-Steps anywhere in a Smart Walk-Thru (see how in the Steps To Add Auto-Steps section below. Auto-Steps complete actions on behalf of the user, like clicking on a link or button, typing into a field or hovering over a menu. You can even quickly toggle between regular Steps and Auto-Steps as you record a process.

Use Cases

Action-Step use cases include the following:

  • Automatically perform the following element-oriented tasks on behalf of your users:
    • Click an element.
    • Hover over an element.
    • Focus on an element.
    • Fill text into an element.
    • Select a list value from a dropdown menu.
  • Quickly capture multiple automated steps.
  • Eliminate routine navigation steps with a Smart Walk-Thru.
  • Completely automate an end-to-end repetitive process.

Steps To Add Auto-Steps

  1. Sign into your WalkMe Editor account.
  2. Click the WalkMe apps dropdown triangle and select the Smart Walk-Thrus app:

  3. Either hover over the edit (pencil) icon on one of your pre-existing Smart Walk-Thrus and click Edit, or click the “+” icon in the upper right to begin creating a new Smart Walk-Thru.
  4. Hover over a “+” icon in the Smart Walk-Thru’s path and click Auto-Step to enter Auto-Step capture mode:

    • You will now enter Auto-Step Capture Mode.
  5. Capture an element with the element inspector.
    • A capture box will appear with a pre-set action setting per the element-type you captured (e.g., for a clickable element, the Automatic Action will be set to Click by default):
  6. If you wish to change the step’s Automatic Action setting, click the Advanced tab:

    • You can select such action-types as were mentioned above, e.g., Fill text or Select list value:

  7. When finished with the step, click Next Step to return to Auto-Step capture mode.
  8. When you’ve captured all the Auto-Steps you want, simply click the SAVE button per usual.

 

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