Working with IFrames

45 MIN Welcome to WalkMe University Raise your Hand The Presenter No System Required Download the Summary Page by clicking the Materials tab. Its right there > Raise your Hand If you have any question, please raise your hand. You will then be unmuted by the presenter

In this Session Switch To Frame/Popup Finding an IFrame What is an IFrame? Finding an IFrame Switch To Frame/Popup Working with Switch To Other Use Cases

website within a website What is an IFrame? Finding an IFrame Switch To Frame / Popup Working with 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

Where is the IFrame? What is an IFrame? Finding an IFrame Switch To Frame / Popup Working with Switch To Other Use Cases

Where is the IFrame? What is an IFrame? Finding an IFrame Switch To Frame / Popup Working with Switch To Other Use Cases

Identifying an IFrame Why can’t I select an element? What is an IFrame? Finding an IFrame Switch To Frame / Popup Working with Switch To Other Use Cases Why can’t I select an element? This what happens when you try to catch an element in an IFrame with a different domain

Accessing an IFrame What is an IFrame? Finding an IFrame Switch To Frame / Popup Working with Switch To Other Use Cases To record a step in an IFrame, we first need to open the IFrame in a new tab Right Click > This Frame > Open Frame in New Tab

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

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

Demo It!

What is Switch to Frame/Popup? What is an IFrame? Finding an IFrame Switch To Frame / Popup Working with Switch To Other Use Cases A Feature that allows us to move the Walk Thru between different IFrames, tabs or Pop-ups. When your Walk-Thru has to move on to an IFrame, you will have to add the Super Step Switch to Frame/Popup

What was that again? What is an IFrame? Finding an IFrame Switch To Frame / Popup Working with 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 on Switch to Frame/Popup

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

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

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

Switch to Frame/Popup: Switch when What is an IFrame? Finding an IFrame Switch To Frame / Popup Working with Switch To Other Use Cases Optional. Tells WalkMe whether or not to make the switch, depends on the scenario For example: Switch to the IFrame only if the user chose an apple

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

How can I see that it’s all working? What is an IFrame? Finding an IFrame Switch To Frame / Popup Working with Switch To Other Use Cases Testing is King To see the Switch, use the Published mode. For further assistance, contact support at: support@walkme.com

Demo It!

Other uses of Switch to Frame/Popup What is an IFrame? Finding an IFrame Switch To Frame / Popup Working with Switch To Other Use Cases Other uses of Switch to Frame/Popup Now that you are IFrame pros, it’s time the you know the other uses of Switch to Frame/Popup New tab New tab Popup Popup

When to avoid Switching What is an IFrame? Finding an IFrame Switch To Frame / Popup Working with Switch To Other Use Cases Keep it simple. The less complications, the less potential issues If the process inside the IFrame is short and intuitive, use a Next balloon instead

Questions

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