Watch the video to understand the Publishing Process.
| Key Takeaways |
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Publishing allows to push the items that you create in the WalkMe Editor to different Environments. Whether it's to test out implementation on a Test Environment or release it to users, its important to understand how to properly configure and Publish WalkMe items. To remove a WalkMe Item from an Environment, you must Archive it. Archiving a WalkMe item removes it from the platform so it is no longer available to users. |
Before you Publish, check in with the Project Lead or WalkMe contact that WalkMe is deployed (Snippet or Extension). Learn more about Deployment Methods here.
If we are ready to Publish, follow the steps below:
Publishing WalkMe Items
If you are ready to Publish, follow the steps below:
- Select the specific items you wish to Publish.
- Click the Publish button.
- Select the Environment you wish to Publish too.
- Select if you would like to Publish Global Settings.
- Click the Publish to Environment button.
- You will see a progress bar and will be prompted with a success message once the item(s) has been Published.
Watch the video to learn how to publish WalkMe items.
Note
When attempting to view your Published content, be sure to close your Editor and refresh your page.
Selecting the Right Environment for Publishing
Out of box, you have the option to Publish to either Test or Production.
When you Publish an item to the Test Environment, those Published items are only available to users that have the Test Snippet running in their browsers.
Note
The Snippet is different for Test and Production. This ensures the wrong content is never shown in the wrong Environment.
Deployment Methods
For more information on setting up an Environment and WalkMe deployment, use this helpful guide.
Each item has a different icon color that denotes its current Publish status. These statuses change when switching between different Environments as some items may be Published in one Environment, while not yet Published in another.
The figure shows the list of Publish Status Icons.
Publishing WalkMe Settings
To Publish changes to the settings, follow the steps below:
Click the Settings icon in the WalkMe Editor
In the drop down choose System Settings
Click Publish Settings
Select the desired Environment
Click Publish To ‘Selected Environment’ .
The figure shows how to Publish WalkMe Settings.
Note
It is not possible to only Publish different settings individually.
Now that you're familiar with the Publishing process, lets look at Archiving & Deleting.
