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. 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:

3. Click User identification.
   

4. Click Create Rule.
   

5. Add a Rule Title.
   

6. Click Pre-configured application.
   

   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.
     

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

7. From the Application name dropdown, select your 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

8. Click Save.