OneDrive Integration Process

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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

Click the OneDrive tile.
Enter a title, your OneDrive URL, and then click Next.
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.
Choose if you want to fetch content from the whole Repository or a specific folder, and then click Integrate.
Log in to your Microsoft account.
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 only after you perform a crawl from your Repository to 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

Click the OneDrive tile.
Enter a title, Repository URL, and then click Next.
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.
Choose if you want to fetch content from the whole Repository or a specific folder, and then click Integrate.
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.

Go to the Repository draft, and then click the more icon.
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 only after you perform a crawl from your repository to 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.

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