Configure User Identification Rules from a Pre-configured Application

Advanced customisation enables you to simplify the process of configuring user identification rules for popular applications by using pre-configured rules. Whatfix automatically configures these rules, eliminating the need for manual definition. Instead, select the desired application and utilize these pre-defined rules.

Use the following steps to configure a user identification rule from a pre-configured application:

On the Whatfix Guidance dashboard, click Settings.
Click Advanced customisation.

Click User identification.
Click Create Rule.
Enter a Rule Title.
Click Pre-configured application.

Note:

Select the Enable user name capture on Desktop Apps checkbox to use the end user’s desktop account name for user identification. You cannot create a custom rule if you have selected this option.
Select the Enable detection via SSO checkbox to use the end user’s SSO authenticated IDs for user identification rules.

From the Application name dropdown, select the desired application.

Info:

Whatfix has pre-configured user identification rules for the following applications:

BullHorn
Icertis
MS Dynamics
MS Sharepoint
Oracle HCM
SalesForce Classic
SalesForce Lightning
ServiceNow
Success Factors
Workday

Click Save.
Push the changes to Production.

Note:

If you've used Advanced Customization (AC) code to set up User identification, Whatfix recommends removing the AC code after setting up User identification rules using the above-mentioned steps (Whatfix UI).
If User identification is configured using both AC code and Whatfix UI, the AC code takes precedence over the UI configuration.

Configure User Identification Rules from a Pre-configured Application

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