Workstation In-App Guidance

Last Updated May 21, 2024

Brief Overview

Workstation supports in-application guidance on top of any desktop application. By using this, you can create popup steps in a specific location within an application window.

Note

In-App Guidance is a paid feature and cannot be enabled out-of-the-box to all customers.

Product Comparison Guide

	Workstation In-App Guidance	Workstation for SAP
Supported Items	Smart Walk-Thrus, Popup Steps, Resources	All
Product Summary	Popup guidance on top of any desktop application	Contextual guidance for SAP ECC
Element Recognition and Capturing	❌	✅
Deployment Method	Workstation Deployment	Workstation Deployment
Balloon Positioning	Any location in application window	Attached to On Screen Element

Demo Video

Get to Know and Use

Set Conditions for In-App Guidance Switch to Frame Step

Leverage Switch to Frame rules as an indicator for when a Smart Walk-Thru should be able to play in-app and in which app.

To set a rule for when a Smart Walk-Thru should play in-app, follow these steps:

Click Set Condition to create a rule
Select the rule App in Focus to enable in-app popup playing
The rule will provide an indication of ProcessName and AppTitle - Please select which is suitable for you:
1. ProcessName: Any Process Name / Process Name Is / Process Name Like
2. AppTitle: Any Application Title / Application Title Equals / Application Title Like
  - Note: This field is optional

All following steps in this Smart Walk-Thru will aim to appear inside the defined App In Focus.

Where to Show In-App Guidance

Leverage the existing Data file reference for the balloon location settings (see reference image).

Application window recognition (per Smart Walk-Thru)
Balloon Position Settings
Inside the app or outside the app

Size setting (see reference image)

All content should stay in the app boundaries
What should be the behavior when resizing? Same as in Workstation for SAP
What should be the behavior when dragging the content? Same as in Workstation for SAP
What should be the behavior when dragging the app? Same as in Workstation for SAP

Note

Once a Smart Walk-Thru starts playing in one window it will not play in another until the first Smart Walk-Thru stops
Smart Walk-Thru should start in the window in the front focused if multiple window are running

When to stop playing in-app guidance

The in-app guidance will stop when a App Not in Focus rule is applied to the Switch to Frame step. Follow these steps:

Click Set Condition to create a rule
Click Add Rule
Select the rule App Not in Focus

Note: Any following popups will play regularly (on display, not in-app)

Filling Out App In Focus Rules

After selecting the App in Focus Rule, there are two typing field to fill out: ProcessName and AppTitle.

Below are some best practices for locating and filling out these fields.

Finding Process Name

Open the Windows Task Manager
Press and hold CTRL, Shift, ESC on your keyboard
Copy the process name

Finding Application Title

Open your desired desktop application
Copy the application title from the title bar

Filling Out App In Focus

Process Name Is

Works with and without .EXE
Not case sensitive
If more than one process with that name is running, Workstation will use the one in focus

Process Name Like

Add wildcard * before or after name according to variations
Not case sensitive

Any Process Name (Requires Application Title)

Limitations

Once a Smart Walk-Thru starts playing in one window it will not play in another until the first Smart Walk-Thru stops
Only popup steps are supported
FedRAMP support: Workstation will support WalkMe's trusted FedRAMP-Ready Digital Adoption Platform (DAP) which meets the strict security and privacy standards of the US federal government

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