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:
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On the Whatfix Guidance dashboard, click Settings.
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Click Advanced customisation.
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Click User identification.
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Click Create Rule.
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Enter a Rule Title.
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Click Pre-configured application.
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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.
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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.
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.
- 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.