Workstation for Mobile: Resources Segmentation

Last Updated July 30, 2023

Brief Overview

Content for the Workstation mobile app supports IDP-based segmentation. Builders for Workstation for mobile can segment content via the Rule Engine in the Editor.

Segmentation allows you to decide when to display your WalkMe content to users using different “use cases” or to remove items from a user’s view according to the segmentation. Segmentation is an important part of your builds. If WalkMe items aren’t relevant to certain users or under certain conditions, they can be hidden using segmentation. This will allow your users to focus on the available tasks and reduce clutter on the screen.

Only the QuickActions and Onboarding Tasks can be segmented on the Workstation mobile app.

In order to segment content for the Workstation mobile app, the account must have an IDP integration on the associated Workstation system. After this is set-up, the IDP attributes will appear in the rule engine in the WalkMe Editor. Learn more about IDP integration here. 

Get to Know

Content can be segmented in the Editor via segmentation or via display conditions.

Note this table for which rules are available for Workstation for mobile segmentation:

Rule name

Workstation desktop

Workstation Mobile

User Data

Supported

Not Supported

User Attributes

Supported

Supported

Date

Supported

Supported

Time

Supported

Supported

Platform

Supported

Supported

Active Directory

Supported

Not Supported

Apps Running

Supported

Not Supported

Apps Not Running

Supported

Not Supported

Segmentation:

Segmentation involves the use of one or more rules. When multiple rules are assigned to a segment, they are combined using an “OR” operation. This means that if any of the conditions are met (return true), the content will be segmented accordingly.

Learn more about about creating segments

Display Condition:

Segmentation based on display conditions carries more weight than WalkMe segmentation. This is because the content will only be displayed if the corresponding rule (if present) is satisfied. If the display condition evaluates to false, the content will not be shown, regardless of the segmentation outcome.

The relationship between the “segmentation” and the “display condition” is determined by the logical operator “AND.”

To learn more, refer to the Display Condition Segmentation section of the this article

Rule type: User Attribute

In both cases when adding the segmentation, use the rule type: User Attribute.

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