Release Notes – 2024

• 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

• Workstation now has the SKU/model number and Serial Number from PC / Mac which is accessible to the Editor Rule Engine to query

• Manage your AI settings and track usage in one place with the new AI Center

• There is now an ability to invite a delivery partner to your account in Admin Center

• There is an improved process for creating new systems in the Admin Center
• Its goal is to minimize the time spent searching for desired applications and potentially decrease the need for custom systems

• You can now see all your existing contracts with details in a dedicated Admin Center tab

• You can now use the Amazon’s machine translation service for translating your WalkMe content
• Only certain languages are supported

• We have removed all design tags and kept only the content to translate

• Introducing the ability to control and manage content by restricting access to a designated folder

• The new version of the workstation container is now available, including stability improvements and bug fixes

• We now support multiple SAP GUI Screens

• Editor notifications will now also be in the Console

• Keep your DAP content fresh and optimized with personalized recommendations to address Smart Walk-Thru errors, and email alerts on action items requiring builder attention

• WalkMe's Solution Accelerators for SAP SuccessFactors are now updated for the First Half 2024 release

• We've added a toggle to disable the Bubble in the Integrations Wizard for the initial user login to Workstation if integrations are available

• Docebo is a cloud-based learning management system designed to help organizations manage, deliver, and track employee training and development programs
• Connecting this integration to Workstation will add a homepage widget with all of the enrolled courses the user requires to complete

• Improved security
• Upgrade to Chromium 122.0.6261.129
• The ability to increase and reduce the width of the Editor when opening a wide-screen application (like Grid view, Visual Designer, etc.)

• X button added for easier use 
• "Add new" button changed to a new Create button (+ icon) at the top right 
• An option added to export the entire list of attributes from your Editor to your computer
• Sorting icon is now available for each column when hovering over the title 
• Search bar added
• Size of the screen was increased to allow simpler and easier management of your attributes list

• You can now utilize square brackets within BBcode

• Editor content can have internal only naming, while remaining the same for your end users

• jQuery selectors can now utilize WalkMe Data

• Website functions can now be used in WalkMe's different features – UUID, Rule Engine, WalkMe Data, and Analytics

• The new version of the workstation container is now available, including stability improvements and bug fixes

• To uphold the highest security standards, we are implementing an important update to the SSL policy of our load balancers at ec.walkme.com and eu-ec.walkme.com and all Cipher Block Chaining (CBC) ciphers will be disabled on May 13th

• To improve data accuracy, “open” events are now sent only when the app is maximized after being minimized or closed to tray, rather than every time the user focuses on the app

• We’ve removed the 'Snooze Notifications' option from the bubble right-click menu
•  Users can still choose to snooze notifications for 30 minutes, 1 hour, 3 hours, or until tomorrow

• DocuSign and SAP Concur content will no longer be displayed in the Recently Viewed widget

• Get more information on an Expense Report prior to approval / rejection by reviewing the Expense Entries

• Now you can view and access open tasks using the 'My CRM Tasks' widget, and search for 4 CRM Dynamics entities (Leads, Contacts, Accounts, and Opportunities) in the Enterprise Search

• Now all Editor users are able to select content from different folders and perform a bulk action like preview, move, etc.

• For mobile web systems only: The Menu Organizer moved from the editor to the console
• Clicking "Menu Organizer" in the apps menu in the Editor will open the Console in a new tab in the browser

• A minor update has been made for Dynamics Field Service that allows snippet injection on additional pages within the Dynamics app

• We've added access to Seismic content within WalkMe's Enterprise Search

• Seismic is a software platform that helps organizations manage and distribute marketing and sales content

• The new version includes application support update for DocuSign

• The new version includes application support update for DocuSign

• Expand WalkMe Discovery’s ability to promote secure and appropriate usage of AI tools by restricting certain activity like typing, pasting text, or access entirely

• WalkMe's Solution Accelerators for Microsoft Dynamics CRM are now updated for compatibility with the 2024 Wave 1 release

• We’ve added a Recents tab to the Quick Actions widget that centralizes all the WalkMe items that were clicked via the Workstation App in one list

• We have introduced the "Recently Viewed" widget on Mobile Workstation, which is already available on Workstation Desktop

• This widget compiles a list of all the files opened recently on the Workstation app and other applications

• The WalkMe Console now includes a new location for creating and managing ActionBots, complete with new UI and improved process for creating bots

• WalkMe's Solution Accelerators for Workday were updated for compatibility with the upcoming Workday 2024 Release

• The Element Library for Microsoft Dynamics CRM is now compatible with the recent 2024 Wave 1 release from Microsoft
• The latest version is available in the WalkMe Editor's General Setting labeled "R Wave 1 2024 - Latest"

• We’ve added a ‘New Ticket’ button on the My Tickets widget, that will direct to an ActionBot conversation for creating a ticket.
• In order for the button to be displayed, the relevant conversation ID should be configured in ServiceNow/Zendesk integration setup in console

• A new endpoint was added to the "Get single user" API
• Located at https://api.walkme.com/public/v1/scim/Users/byEmail/:userEmail, it will allow customers to retrieve users not only by user GUID (as currently implemented) but also by user email

• MuleSoft is a platform that enables software applications to communicate and share data
• Our customers can use it to integrate OpenAI with other systems, applications, and data sources for standardization, scalability, and security

• Our new right-click menu feature allows users to snooze notifications, change bubble emoji, and disable the bubble
• Workstation Container 2.9.0 is necessary

• New version of the Workstation Container includes:
  • Bug fixes
  • Improvements and infrastructure stabilization
  • We’ve removed overlay for In App Guidance in order to support Mac

• WalkMe is committed to ensuring accessibility for a wide range of users, including those with special needs or different abilities
• We have conducted a voluntary external audit, and our Editor new UI received the WCAG2.1 standards accessibility compliance certificate

• You can now use permalinks for launching the specific steps of your Smart Walk-Thrus

• Chrome & Chromium extensions include infrastructure upgrades

• The new version includes infrastructure upgrades

• Multi-language has been removed from the Admin Center and now is only available from console

• Now, when opening the Editor, users will be prompted with a new page design

• View your current editor version and find a quick link to download the latest version directly from the editor

• Try a new version of Condition Builder, now open in all places of the Editor with Japanese translation available

• The Visual Designer UI was improved and new features were added, including: 

• • Color picker: WalkMe colors and pippeta 
  • Shadow: Add shadow to your designs
  • Corner radius: Control each corner independently
  • Action color indicator: Never forget to add action to your buttons 

• WalkMe's Desktop In-App Guidance feature now supports MacOS, allowing Workstation customers to create popup steps within an application window

• The Communication Center now supports Japanese-speaking users to use the app in their language

• Users can now chat with ActionBot in the language of their choice
• When the bot is used, it detects the user’s language and if a translation was created by the builder, the conversation will be in that language

• Accelerate DAP’s time to value across your organization with more speed, more visibility, and more scale

• The new editor design is now available by default and the old design is no longer available for Fedramp 
• Editor functionality remains the same, only the UI has changed

• The Solution Accelerators and Element Library were updated for the Spring 2024 Salesforce Lightning release

• These updates help us maintain compatibility with the latest Salesforce version that our customers are using

• The Element Library has been updated for the new Workday 2024 R1 update

• This update allows us to maintain compatibility with the latest version of Workday

• • New Workstation preferences setting allows users to launch the app during operating system start-up without appearing on the screen, remaining minimized in the task bar
  • The toggle setting will be displayed only if the Bubble is enabled for that system

• Administrators can now restrict access to the Workstation console based on user roles

• The UI of the Translations page has been updated
• The Smart Walk-Thru steps are now ordered according to the step number

• UI/UX enhancements: Based on user feedback, several adjustments were made to the user interface for a more intuitive and user-friendly experience
• Manual-fix recommendation: Improved user experience to close the manual-fix recommendation

• Smart Walk-Thru step indicator: A step indicator was added for better contextual understanding of items for tickets and recommendations
• Export option: Export is now available for both tickets and recommendations

• The Content Section has been removed

• Setting up of the Workstation “Menu” will be done from the Menu Organizer like how it’s done for all other apps

• The Com-center has been extracted from the Workstation menu and will have its own place in the Console navigation

• The ComCenter app will only be visible to WS customers

• Beginning February 12, 2024 the new editor design will be available by default and the old design will no longer be available
• Editor functionality will remain the same, only the UI will change

• Infrastructure upgrade
• CSP support in service workers

• Includes infrastructure upgrade

Additional capabilities for Chrome and Edge browsers were added:

• Installation path - Machine / Current User (machine by default)
• Installation method - Force Install / Extension Settings (force install by default)

• New version of the Workstation Container available
• Bug fixes
• Security Enhancement

• The new ChatGPT widget enables end-users to ask the AI bot anything regarding your company’s general information

• Dutch language was added to the applications languages

• Some inappropriate emoji’s are now hidden in bubble emoji selection by default for all account

• Mark items as "pinned" in Menu Organizer to highlight the most significant resources on the top of the Workstation homepage for end-users

• Mark items as "Welcome Screen" in Menu Organizer to display up to three resources on the Workstation sign-in page

• Support prerender

• Improved performance on builder’s mode

• IDP improvements

• By March 31st 2024, WalkMe will end support of our legacy SSO, and instead SSO will be managed in the Single Sign-On page in the Admin Center
• The solution is provided by the leader in identity management, Okta, and offers higher availability, performance, and better monitoring and logging capabilities

• • Added accessibility support for the top buttons (Dock/Minimize/Close)