SharePoint Integration Process

Whatfix-SharePoint integration enables you to fetch and display articles in SharePoint as contextual links within the Self Help widget. Fetch all content or only articles from specific folders.

Use the following steps to integrate a SharePoint Repository with One-click Integration:

Note:

With One-click integration, Whatfix crawls content only from the subsites that you specify, but it still has access to other subsites in your Repository.

On the Whatfix Guidance dashboard, click Settings.
Click Repositories.

Click the SharePoint tile.
Enter a Title and the Repository URL of your SharePoint site that you want to integrate.

Info:

The title you provide is used as the tag name for the default tag attached to all content fetched.
For main tenant (your organization’s main SharePoint site), use the following example: https://domain.sharepoint.com/
If you are integrating a subsite, use the following example: https://domain.sharepoint.com/siteName/.

Click Next.
Select the type of SharePoint content that you want to fetch from the repository and then click Add.

Note:

Add multiple content types to integrate.

Based on the content type you select, enter the necessary details in the fields that appear.

Article: List Name
Documents: List Name, Library Name, Folder Absolute Path (optional)
Site Page: List Name

Note:

For more information on how to generate this information in your SharePoint application, see Generating information for SharePoint integration.

Click Integrate.
Once the SharePoint login page loads, enter your credentials and then click Log In.

Info:

If you are a Microsoft Azure Admin, you can approve the request for Whatfix Azure App to access SharePoint data. Otherwise, you need to request approval from the Microsoft Azure team. After approval, you can complete the integration process.
After you create an Integration request, Whatfix lists your Repository under Integrated Applications in the PROCESSING state.
Once all the content is indexed, access it on the Whatfix Dashboard.
The content fetched can be added to the Self Help widget in the same way as any other Whatfix content.
If Smart Context enabled, you must add the global-page tag for the content to appear in the Self Help widget on your application. For more information, see Add Repository Content to Self Help and Task List.
If you click Cancel or close the integration pop-up, the integration request is Saved as draft in the Integrated Repositories section.

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.

Info:

If you face any issues while integrating your Repository, contact support@whatfix.com.

SharePoint Integration Process

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