Working with IFrames.

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Presentation transcript:

Working with IFrames

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, email us: university@walkme.com

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

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

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

Where is the IFrame? What is an IFrame? Finding an IFrame Switch To Frame/ Popup Using 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 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

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

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

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

Demo It!

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

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

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

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

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

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

Demo It!

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: support@walkme.com

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

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

Questions

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