1. Working with IFrames

2. 45 MIN Welcome to WalkMe University Raise your Hand The Presenter
Be sure to review the Summary Page, sent after the session ends.
Watch & Learn
Raise your Hand
During Q&A, please raise your hand if you have a question. After the session, us:

3. In this Session Switch To Frame/Popup Finding an IFrame
What is an IFrame?
Finding an IFrame
Switch To Frame/Popup
Using Switch To
Other Use Cases

4. website within a website
What is an IFrame?
Finding an IFrame
Switch To Frame/ Popup
Using Switch To
Other Use Cases
What is an IFrame?
An IFrame (Inline Frame) is an HTML document embedded inside another HTML document on a website
website within a website

5. Where is the IFrame? What is an IFrame? Finding an IFrame
Switch To Frame/ Popup
Using Switch To
Other Use Cases

6. Where is the IFrame? What is an IFrame? Finding an IFrame
Switch To Frame/ Popup
Using Switch To
Other Use Cases

7. Identifying an IFrame Why can’t I select an element?
What is an IFrame?
Finding an IFrame
Switch To Frame/ Popup
Using Switch To
Other Use Cases
Why can’t I select an element?
When trying to capture an element in an IFrame with a different domain, this error appears

8. Accessing an IFrame
What is an IFrame?
Finding an IFrame
Switch To Frame/ Popup
Using Switch To
Other Use Cases
To record a step in an IFrame, first Open the Frame in a New Tab
Right Click > This Frame > Open Frame in New Tab

9. What if it doesn’t work?
What is an IFrame?
Finding an IFrame
Switch To Frame/ Popup
Using Switch To
Other Use Cases
Sometimes we have to find the IFrame’s URL inside the code

10. Finding the IFrame URL Right click on the IFrame
What is an IFrame?
Finding an IFrame
Switch To Frame/ Popup
Using Switch To
Other Use Cases
Right click on the IFrame
Inspect element (preferably with Firebug)
Scroll up in the HTML code and search for the IFrame

11. Demo It!

12. What is Switch to Frame/Popup?
What is an IFrame?
Finding an IFrame
Switch To Frame/ Popup
Using Switch To
Other Use Cases
A Feature that allows us to move the Walk Thru between different IFrames, tabs or Popups. When your Walk-Thru has to move to an IFrame, add the Switch to Frame/Popup Super Step

13. What was that again?
What is an IFrame?
Finding an IFrame
Switch To Frame/ Popup
Using Switch To
Other Use Cases
Switch to Frame/Popup. A step that “moves” the Walkthru to the IFrame
Create a Superstep
Go to By Function
Click Switch to Frame/Popup

14. Switch to Frame/Popup Super Step
What is an IFrame?
Finding an IFrame
Switch To Frame/ Popup
Using Switch To
Other Use Cases
When you build a new Switch step, you will see 2 different options
Condition

15. Switch to Frame/Popup: Condition
What is an IFrame?
Finding an IFrame
Switch To Frame/ Popup
Using Switch To
Other Use Cases
Helps WalkMe Identify the IFrame with a unique condition

16. Switch to Frame/Popup Super Step
What is an IFrame?
Finding an IFrame
Switch To Frame/ Popup
Using Switch To
Other Use Cases
When you build a new Switch step, you will see 2 different options.
Condition
2. Switch when
Optional. Tells WalkMe whether or not to make the switch, depending on the scenario

17. Tip: How to “Jump to” an IFrame
What is an IFrame?
Finding an IFrame
Switch To Frame/ Popup
Using Switch To
Other Use Cases
Remember to create a Jump to Step to the Switch To step

18. Demo It!

19. How can I see that it’s all working?
What is an IFrame?
Finding an IFrame
Switch To Frame/ Popup
Using Switch To
Other Use Cases
Take it for a Test Drive
To see the Switch, use Published mode
For further assistance, contact support at:

20. Other uses of Switch to Frame/Popup
What is an IFrame?
Finding an IFrame
Switch To Frame/ Popup
Using Switch To
Other Use Cases
Other uses of Switch to Frame/Popup
Now that you are an IFrame pro, here are additional uses for Switch to Frame/Popup
New tab
New windows

21. When to avoid Switching
What is an IFrame?
Finding an IFrame
Switch To Frame/ Popup
Using Switch To
Other Use Cases
Keep it simple
The simpler our Walk-Thru, the fewer potential issues we may experience
If the process inside the IFrame is short and intuitive, use a Next balloon instead

22. Questions

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