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Configure User Identification Rules from a Pre-configured Application
  • 03 Dec 2024
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Configure User Identification Rules from a Pre-configured Application

  • Updated On 03 Dec 2024
  • 1 Minute To Read
  • Print
  • Dark
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  • PDF
Article summary

Advanced customisation enables you to simplify the process of configuring user identification rules for popular applications by using pre-configured rules. These rules are configured automatically by Whatfix, so you don't need to manually define these rules. Instead, you can select the desired application and use these pre-defined rules.

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

  1. On the Whatfix Guidance dashboard, click Settings.
    ia_left_nav_settings

  2. Click Advanced customisation.
    ia_settings_advanced%20configuration

  1. Click User identification.
    ac_set user.png

  2. Click Create Rule.
    set user_create rule.png

  3. Add a Rule Title.
    set user_rule title.png

  4. Click Pre-configured application.
    ac_set user_pre config.png

Note

  • Select the Enable user name capture on Desktop Apps checkbox to use the end user’s desktop account name as user identification. You cannot create a custom rule if you have selected this option.
    set user_enable desktop apps.png

  • Select the Enable detection via SSO checkbox to use the end user’s SSO authenticated IDs as user identification rules.
    set user_enable detection via SSO.png

  1. From the Application name dropdown, select your desired application.
    ac_set user_application name.png
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
  1. Click Save.
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