Integrate OneDrive with Whatfix to fetch articles from your OneDrive Repository and display them as contextual links in the Self Help widget.
Info:
To enable OneDrive integration, the OneDrive Authorization code must be handed over to your Whatfix representative.
Use the following steps to generate the OneDrive Authorization code:
Admin Account
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On the Whatfix Guidance dashboard, click Settings.
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Click Repositories.
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Click the OneDrive tile.
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Enter a title, your OneDrive URL, and then click Next.
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Choose if you want the Repository content to be accessed by anyone with the link or only internal employees with the link, and then click Next.
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Choose if you want to fetch content from the whole Repository or a specific folder, and then click Integrate.
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Log in to your Microsoft account.
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Once logged in, on the pop-up that appears, click Accept.
The integration is then processed.
Note:
- The Repository links are available in the Ready stage once the Repository is crawled into Whatfix.
- You cannot move the links to the Draft stage or edit them. In the Ready stage, you can only edit tags and search keywords.
- Once you push the Repository links to the Production stage, you cannot move them back to the Ready or Draft stages like the other Whatfix content and widgets.
- Unlike other content and widgets that you can tag in the Draft stage, you can tag the Repository links only in the Ready stage.
Non-Admin Account
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On the Whatfix Guidance dashboard, click Settings.
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Click Repositories.
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Click the OneDrive tile.
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Enter a title, Repository URL, and then click Next.
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Choose if you want the Repository content to be accessed by anyone with the link or only internal employees with the link, and then click Next.
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Choose if you want to fetch content from the whole Repository or a specific folder, and then click Integrate.
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Since the login credentials used are for a non-admin account, click Request approval on the pop-up.
Note:
Once the request is sent, the following pop-up is displayed.
Ensure that the admin of the Microsoft account has provided you with access to the OneDrive app.
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Go to the Repository draft, and then click the more icon.
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Click the Edit icon, and then follow steps 1 to 5 to integrate the Repository.
The integration is then processed.
Note:
- The Repository links are available in the Ready stage once the Repository articles are crawled through and brought into Whatfix.
- You cannot move the links to the Draft stage or edit them. In the Ready stage, you can only edit tags and search keywords.
- Once you push the Repository links to the Production stage, you cannot move them back to the Ready or Draft stages like the other Whatfix content and widgets.
- Unlike other content and widgets that you can tag in the Draft stage, you can tag the Repository links only in the Ready stage.