Application Settings Overview

CONTENTS

• General Settings
• Environments Setup
• User Identification
• Segmentation
• Custom JS
• Export and Import Content
• Content Aggregation

Apty may be connected to multiple applications that require navigational assistance, instructional materials, as well as analysis of overall usage. For example, your organization may be using a customer relationship management system like Salesforce, along with a project management system and another third party software for helping your team to cope with their daily tasks. To add instructional tools to all of these applications, your organization requires only one instance of Apty, which will serve as a hub for all of the third party applications you are using, including custom ones.

The Manage Current Application page consists of 5 tabs and functions on each of them are described in this article.

General Settings 

Following are the fields on the Manage Current Application page >General Settings tab:

Environments Setup 

Apty supports configurable number of Application environments along with Toggle option, each application can  support multiple environments upon request. This upgrade adds more freedom for setting up Apty within defined spaces and provides the following benefits:

• supporting multiple environments of the hosting application allows testing Apty content in lower environments without interfering with higher environments like Production or Staging that might be used for other purposes at the given time.
•  the admin user is provided with the provision to toggle the environment as desired if more than two environments are added. In this way as per the requirement, admin's can configure different number of environments for different apps in one instance. Toggling option will be available for all environment setups, except the Main environment Setup 
• an ability to enable / disable Apty widget for each environment allows regulating where users can see Apty within one click. 
• can select a default environment for studio by enabling a radio button. This selected environment URL will be opened by default when you try to connect to application from studio
• new publishing process that supports different versions of the element for different environments, Each enabled environments will be listed where ever publishing is involved. Admin user can view all the enabled environments and its publish status inside Settings Icon>Manage Current Application page >Custom JS .

User Identification 

To present new features and announcements to users, we need to identify them uniquely and categorize them by segmenting the pool of all users to specific User Groups. To achieve this, Apty offers a feature that helps identifying users based on different strategies. The user identification is performed every time a user visits the application page and for every HTML change happening on the background.  

Different options for user identification are present in the Manage Current Application page of the Apty Admin Console, which helps to identify users in the hosting application. 

Segmentation 

Segmentation is a practice of assigning users to specific groups based on characteristics they share, such as role, department, division, etc.

To create  a new segment:

• At the top right corner of the screen click New Segment button.
• On the Segment Rules page that appears, Provide Segment name and define the filtering criteria:

• User can add the filtering criteria by clicking the plus. Similarly, the added criteria can be removed by clicking the minus.
•  Toggle the Enable button to activate this Segment; to make this segment inactive, disable it by switching the toggle 
• Once done with the settings, click Save at the bottom of the screen 

Custom JS 

Custom JS contains two scripts:

To know more, refer Custom JS.

Content Aggregation 

Content aggregation helps the clients or partners to group the information in the knowledge base with any common name/topic and display it on the Apty Widget with the grouping.

Once the Source is added in the Content Aggregation rest of process is automated. With this, clients or partners can avoid regularly updating the URL of the document whenever the information is updated. Instead with Content Aggregation, when the information in the knowledge base is updated, clients or partners can sync the data based on the sync frequency selected or you can also update the content by clicking on Sync Now option against the respective source name.

Export and Import Content 

Exporting and Importing Apty content enables users to migrate contents across tenants/environments. This feature can be easily used by the clients to export contents from a tenant/applications (in a particular file format) and then import it to a different tenant/applications.