Brief Overview

WalkMe's versioning functionality lets builders track, preview and restore previous versions of both settings and items.

This includes configuration settings like Global CSS or segments, and WalkMe content such as Smart Walk-Thrus and launchers.

Use Cases

• Roll back to a previous CSS theme after a visual bug was found

• Compare two SmartTip configurations to debug validation issues

• Restore a known-good segment rule after experimental edits

How to Access

For settings:

Click on the Version History button available in each settings screen that supports the feature.

For items: 

1. Click on the item Options menu
2. Select Show history

How it Works

Version History is available for both settings and items:

Supported settings

Design: Global CSS, Theming, Global balloon design, Global SmartTip design

Menu: Menu structure, Menu configurations and integrations

Other settings: Segments, Dynamic text attributes, Asset library, Data collection level, UUID, language, accessibility, and screenshot preferences

Supported items

• Smart Walk-Thrus
• SmartTips
• Launchers
• ShoutOuts
• Surveys

Key capabilities

1. View metadata: Version name, timestamp, user, environment

2. Click on the Eye icon to preview the version

   1. Or click on the Restore icon if you want to restore the version right away
      

3. Select Restore version while previewing if you want to restore it