Release Notes – 2024

• “Play” option in the editor’s mode selector was renamed to “Published”. This name better reflects that this mode allows you to preview content as it appears to your users, without leaving the editor.
• The following general settings are now available from the Admin Center only. A link to the Admin Center was added for each:
  • UUID
  • Data Collection level
  • Screenshot settings
  • Session timeout settings
• Dynamic text attributes were removed from general settings and can be accessed via Editor > Settings menu > Dynamic text attributes

• Includes infrastructure improvements

• We added an option to disable emoji selection for the Workstation bubble via the console settings

• We added another field to the console setup configuration for SharePoint integration - Site ID
• This is an optional configuration
• If Site ID is populated - it restricts the API calls using that site ID only

• Goals and milestones settings are now located under a tab called Outcome Tracking (previously - Behavior)
• This change is part of our ongoing effort to better organize features based on customer feedback and make the experience more intuitive

• Includes infrastructure improvements

• Starting today, WalkMe is initiating a gradual rollout to update all web systems to jQuery version 3.6.0
• This update is designed to enhance performance, improve security, and ensure compatibility with modern web technologies
• If you have any questions or concerns, please contact support

• The WalkMe Integration Center is now supported for FedRAMP customers

• Experience an updated launcher preview, easily manage your Action Bar settings from a new Settings page, and add launcher display conditions—all from the console

New features and capabilities have been added, including:

• Advanced filtering options for content
• Sort folders by name or date created
• Toggle content between "Flat" and "Tree" views
• Preview page-related WalkMe content in a larger size
• "Goal Reached" column added to track content performance
• Solution creation directly from folders

• Admins can now change system types in the Admin Center

• Admins with mobile web systems now have greater control over self-hosted configurations in the Admin Center

• You can now unassign systems from a contract in the Admin Center Contracts tab

• We’ve added screenshot settings to the Admin Center to give admins more control 

• The Users page in the Admin Center and the process for adding new users has been improved to create a better user experience

• The WalkMe Solutions Gallery app is moving to the console, providing users with a centralized platform to create, manage, and share digital adoption templates

• WalkMe Builder Assistant now supports engaged elements for direct issue reporting via Assist Me button in the editor

• WalkMe Builder Assistant users can now customize the email notification frequency and type for workflow alignment

• Upgrades to the Flow Tracker include language switch, WalkMe data, and segmentation visibility

• Background layers allow you to create layered designs using colors and images, boosting creativity with customizable options like rotation, opacity, zoom, and more

• WalkMe items (ShoutOuts, pop-up steps, articles, videos, and surveys) can now be configured in the editor with drag-and-drop functionality, enabling easier repositioning

• The editor's core capabilities now include significantly faster preview and publish times, as well as an auto-update feature for the editor app

• We are continuing to upgrade the editor design with improved usability and accessibility support for WalkMe content setting screens

• A new self-service tool in the Admin Center helps system admins validate extension URLs, reducing reliance on support

• To support content management, WalkMe Stories and preview slides are being integrated into the Content Manager

• The multi-language detector allows admins to configure settings that enable automatic detection and recognition of the site’s language without external assistance

• A unified UI and enhancements to file import and export are now available, providing a streamlined user experience for managing multiple languages

• The editor, WalkMe(X), and additional Console apps will now be supported in Japanese, German, and French

• Shadow AI, a tool from Discovery, is now accessible as a workflow within the Workflows app, providing easier access to Shadow AI builds

• A new analytics dashboard in WalkMe Insights provides valuable data on AI adoption rates and usage patterns, and enables tracking of user interactions with key AI features: AI Answers, AI Action Bar, AI SmartTips, and AI Rules

• Admins can supplement AI Answers with custom Q&As to address any conflicting or missing information from knowledge sources

• The pro menu’s unified chat capability, combining ActionBot, AI Answers, and ChatGPT, is now available on Workstation desktop and mobile

• Enhancements to the Action Bar UX include a streamlined onboarding process, expanded customization options, and new resize functionality for optimal user experience

• Get ready to fall in love with our new capabilities — including improved building experiences in the editor, easier DAP collaboration with the new Stories app, and the latest set of enhancements to our copilot, WalkMe(X) — as we fly toward the future of DAP

• AI Answer responses now include a selection of follow-up questions to help users explore topics further

• Includes infrastructure upgrades

• The new WalkMe Stories app enables you to document, share, and collaborate on any workflow by automatically converting processes into step-by-step guides, paving the way for enhancing these workflows with WalkMe

• Access your open Workday tasks directly from Workstation, using the new Workday Tasks homepage widget

• WalkMe's Solution Accelerators for SAP SuccessFactors are now updated for the second half 2024 release

• Includes infrastructure updates

• We’ve made some changes to the XLIFF file format (export v.2): 
  • "id" returned into "id" attributes, the old WalkMe internal id format
  • "resname" attribute, which contains the new WalkMe internal id format, was added

•  Includes Manifest V3 updates

• You can now export data from the Content Manager for offline analysis and sharing

• Includes IDP improvements and Manifest V3 preparation

• You can now create up to 4 task tabs in the Menu Organizer for Workstation systems
• If there are multiple tabs, they will appear as inner tabs with the header labeled "Tasks"

• We changed the "Default" language badge to "Source Language" and added a tooltip with further explanation

• Set which folders will be displayed to users as expanded by default in the Menu Organizer
  • Relevant only for Workstation and Workstation web systems

• Customize the name for the ServiceNow app to set how it will appear on the user’s integrations page and items
• Edit the Display Name in ServiceNow setup from the Workstation integrations page in the console

• Customize the Salesforce homepage widget title from the Workstation integrations page in the console

• Set your Workstation appearance and behavior according to your preferences for all your users:
  • Enterprise Search page header title and subheading
  • Search input placeholder text
  • Resources page name and icon
  • Hide specific sections on the screen
  • Launch app in background for all users by default
  • Set default bubble state
  • Set default state for the product tour and onboarding wizard

• Workstation, Discovery, and the S3 Outgoing integration can now be deployed in the Fedramp data center environment

• Workstation, Discovery, and the S3 Outgoing integration can now be deployed in the Canada data center environment

• Includes compliance with Manifest V3 - recent Chrome Store regulations
• The new version does not introduce any new functionality, but increases the extension size from 10 MB to 80 MB

• WalkMe's Solution Accelerators for Salesforce Lightning have been updated for the Salesforce Winter 2025 release

• The Element Library and Solution Accelerators for Workday were updated for the Workday 2024 R2 platform release

• Added support for Docusign

• Includes infrastructure upgrades

• The summer ‘24 release will enhance DAP's value for organizations with more productivity, more visibility, more impact, and more control

• Includes performance improvements and infrastructure updates

• You can now enable admin approval for ticket resolutions and automatically close "Ready for Review" tickets

• New multi-language capabilities have been added including translation toolbox functionality and BBCode editor

• Give admins control to configure their systems with UX improvements in the system creation flow

• Empower admins to link systems to the appropriate contracts, ensuring comprehensive compliance and governance

• The WalkMe Editor app can now automatically check for, download, and install updates
• Existing users need to uninstall the previous editor versions before updating to the new one
• The editor download page has been redesigned to enhance user onboarding

• Uncover an updated conditions list screen, now with a fresh, simplified design

• Discover an upgraded design that not only improves usability but also enhances accessibility support for item setting screens

• Experience seamless integration within the editor, with improved performance and enhanced management capabilities, including: managing files, utilizing folders, understanding storage indications, and accessing "My Favorites"

• New console application for DAP professionals to manage all their DAP content
• Builds on the existing editor grid view experience with an updated UI and more powerful collaboration and organization tools

• Help users process large blocks of information
• Builders can create launchers that scan on-screen elements and generate structured summaries, enhancing comprehension and usability

• Leverage AI to create dynamic greeting messages for ActionBot users

• SAP ECC is now supported on version 800

• You can now expand folders by default and increase the number of tabs displayed (currently only 1 task tab is allowed, 3 tabs total, and now you can have 1 tasks tab and up to 4 help tabs)

• New in-product help menu experience is available in the Console that aggregates support and educational resources in one place, including key support channels such as chat, ticket creation, knowledge articles, DAI courses, and more

• The Event management and visualization page offers a global list of Tracked Events (TE) and Engaged Elements (EE), as well as the ability to create new Events via custom setup from the editor
• Events visualization enables customers to monitor and visualize events across multiple systems

• A new Insights Console application for reviewing, exporting, and subscribing to Insights reports across systems

• The Users tab, now available in the Console, offers in-depth data on end users using the app or site, including behavioral traits like recent session details and average session duration, alongside custom end user attributes based on data integrations

• Custom Dashboards now offer custom widgets, allowing DAP professionals to personalize their analytics view with the data that matters most

• Segment content sources to ensure information is accessible to the right audience in each WalkMe system

• Scan and provide AI-generated answers from text based documents (txt, doc, ppt, pdf)

• An upgraded design for the WalkMe web menu, exclusive to WalkMe(X) customers
• Enjoy a sleek new design and a single chat interface integrating AI Answers, ChatGPT capabilities, and ActionBot conversations
• Additionally the unified chat includes clickable next best actions to begin automated processes

• You can now easily select which locations are included in the WalkMeX experience and conveniently create and manage generative AI actions across multiple systems from the console

• Action bar support

• Infrastructure upgrades

• Support for sites with trusted types was added

• We added a URL for the translation payment to the email in case the CTA button is deactivated on the customer's side due to security policy

• We added the ability to re-import orders from Lilt in case there were issues with the previous order and Lilt made translation fixes
• It allows support to import the file again for the user if needed
• We also added the ability to download the translation XLIFF file directly from the order form

• In order to display CRM Dynamics Integration objects in search, but disable the “My Tasks” widget from the homepage, use the toggle on the CRM Dynamics setup in the console

• SharePoint Integration search results labeled as "ListItem" will now be displayed as "Page" on the UI, improving clarity and user-friendliness

• We improved SharePoint Integration search result by adding more context parameters to the display, beyond just the result type: Site, folder, modified time (appears as the relative time)

• This is a reminder that the content page has been removed from the Workstation console menu
• To organize the Workstation menu, please use the Menu Organizer

• Includes stability improvements & bug fixes

• Enhance WalkMe Discovery's data collection capabilities to include user activity within iframes
• Apps that are accessed via iframes within other apps are displayed in a new widget in the side panel called "Access Distribution"

• Improves the usability of Discovery by saving user progress when sorting, filtering and navigating between the apps, licenses, users and departments dashboards

• Two new columns have been added to the All Systems table: System Usage and System Purpose
• Application and Name columns have been merged into a single column that includes both

• Two new fonts were added to be used in launchers - Poppins and Proxima-Nova

• Now the value displayed in the “Last Seen” column on the users dashboard will be app-specific when an app filter is applied

• Removes the 2-path maximum limitation when creating custom apps, allowing for any application to be defined, regardless of URL structure

• Important security events were added to the Admin Center activity log:
  • User was locked due to too many failed logins
  • User unlocked after resetting their password

• We now support submitting a new taxonomy request
• You can request a new workflow or task that does not exist

• If the product tour was disabled for a system, the ‘Start Product Tour’ button will be hidden from the Workstation Help Page

• Infrastructure updates and bug fixes

• New ability to add another parameter for the permalink if activated from a mobile browser
• This way, the same permalink can call different content for desktop or mobile

• Admins can now set the appropriate level of access to the Communication Center for their users in the Admin Center
• All existing users will automatically receive permissions identical to those that they currently have
• Custom roles can be further modified in the Admin Center

• We updated the application screens to closer resemble the Workstation Desktop, creating a unified user experience across platforms
• iOS ready, Android coming next week

• We’ve changed the login process so that it is possible to enter the application and start working even before making a connection between devices
• iOS ready, Android coming next week

• In the Workstation App, we currently have the option to highlight specific Resources by pinning them to the top of the Homepage. Now, it will be possible to pin more than 2 items in the Menu Organizer
• End-users will still see up to 2 items in their homepage, but they will be displayed based on segmentation

• Improved security
• Upgrade to Chromium 122.0.6261.156
• Bug fixes

• WalkMe's Solution Accelerators for Salesforce Lightning have been updated for compatibility with the Summer '24 Lightning release

• The WalkMe for ServiceNow plugin has been updated from 1.1.0 to 1.1.1. This new version brings an updated version of the shadow dom plugin (2.2.0) which resolves element selection issues on a small number of uncommon ServiceNow pages

• This feature aims to enhance the functionality of the Workflow Business View by implementing an automated “Easy Build” tagging system to enhance the Builder’s experience by highlighting when a Task contains an associated/nested Accelerator template

• This feature aims to enhance the functionality of the Workflow Business View by implementing an automated “New” tagging system that highlights newly added content in the Workflows catalog

• Select which objects will appear on the Enterprise Search results
• In order to do so, go to the Console Workstation Integrations page, and click on Salesforce Setup

• In the tasks screen (“Onboarding”), hovering over a folder will display a Reset Checklist button that will allow unchecking all of that category of tasks at once

• Now you can customize the ChatGPT widget title and placeholder text

• New version includes infrastructure upgrades

• • Modifying the push notifications icon is no longer available in the Workstation Branding page in the Console
  • Existing customers who have already had a custom notifications icon enabled will still be able to keep their custom icon

• WalkMe's Element Library for Salesforce Lightning has been updated for the Summer 2024 release

• The SAP Concur setup now includes a toggle on the Console Integrations page that enables the ability to hide approve/reject buttons for end-users

• Clicking “Open File” on an Expense Report will now open the file in a Workstation window (instead of a new browser tab)

•  We've implemented enhanced security measures by using an encrypted key stored locally on the device for accessing integrations, so that now when a user logs in to Workstation using a new device, they will be taken directly to the application
• They can then connect their previous device at a later time, improving the user experience and streamlining the login process

• Workstation provides an independent permalink mechanism to improve Web to Workstation communication
• We’ve now added permalinks that allows to enable or disable the bubble

• Now it is possible to uncheck a completed onboarding task

• Use the new SFTP integration to protect data during network transmission

• ActionBot application is now available in the WalkMe console with enhanced capabilities and improved user experience

• Leverage new filters within the Insights app in the Console, enhancing custom dashboards and tagging

• Create cross-app funnels with multi-path support

• New ability to tag content items by business domain and workflow via the Editor and Console, improving content management and enabling domain-specific analytics in Insights dashboards

• A fresh approach to involve DAP leaders and business stakeholders in exploring workflows, requesting services from builders or WalkMe professionals with a smooth ordering, monitoring and communication process

• Quickly navigate to the new Insights app in the Console from within the Editor

• Display AI-generated guidance and share AI suggestions for input improvement within the flow of work and form inputs

• Improve information discovery across the enterprise with GenAI search enabled on approved company data/content sources