Error Handling: Getting Started Guide
Brief Overview
Error handling groups let you create additional steps that appear when a user encounters an error during a process. These steps help guide users through fixing the issue and return them to the main path once the error is resolved.
Even well-built Smart Walk-Thrus can run into user input errors. Error handling groups make it easy to address those cases—without disrupting the overall flow.
How it Works
When a Smart Walk-Thru reaches an error handling group, it checks the assigned rule to detect an error on-screen. If the rule is true, WalkMe plays the steps in the group.
Once those steps finish, WalkMe checks the rule again:
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If the error is still present, the group loops again
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If the error is resolved, the Smart Walk-Thru continues along the main path
Use error handling groups to detect and address user input errors in real time, helping users recover and continue without starting over.
Create an Error Handling Group
Add an error handling froup to your Smart Walk-Thru
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Hover over the path where you want to add the steps and click on the orange +. It's usually added after the step that might trigger an error—like Click Submit or Click Save.
- Select Error Handling Group
- The error handling group will appear in the Smart Walk-Thru as an orange icon
Create a rule to define the error
- Click Add Rule
- In the rule engine, set rules. When these rules are true, the Smart WalkThru will enter the loop and will repeat until the rules are false. Usually, this rule will use the on-screen element selector to check whether an error is visible, but you can set any rules that are necessary for your process.
- When you have added the rules, click Done
A common rule type for error handling groups is on screen element as often user error will result in a visible error message on the page. The example below shows a rule that defines the error handling group with a rule that identifies an error message is visible on the login screen.
Rename the error handling group
Make sure to change the name of the error handling group so that it is easy to tell what it is by looking at the Smart Walk-Thru Map in the editor.
Add steps to the error handling group
To add steps to the error handling group, hover over the +Add icon adjacent to the rule. You can add any number of steps to the error handling group including regular steps and flow steps.
If there are many steps in the error handling group, you may want to click the minimize icon to collapse the group in the Smart Walk-Thru map.
Any steps added to this loop will continue to repeat until the conditions you have set in the error handling rules are false. WalkMe will re-check the error handling rules when you reach the last step in this loop.
Once the error handling rules are false (meaning there is no error), the WalkThru will resume with the next step in the process.
