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Creating Auto-Follow Rules

Overview

The Auto-Follow Extension is a Jive Professional Services plugin that allows a community manager to set up a series of rules that will force-follow a user to any number of different People, Places, or Blogs.

This article provides step-by-step instructions on how to create Auto-Follow rules.

Also, see Auto-Follow Extension User Guide for more information on how to view, delete, and configure the Auto-Follow extension.

 

Process

  1. Click Create Auto Follow from the Admin Console > People > Auto Follow screen.

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  2. Choose which users should follow the Place, Blog, or User.

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    • Choosing User Mapping means you are selecting which users will receive the Auto-Follow. You can select users through one of the following three methods:

      • All Active User: This means the Auto-Follow rule will be applied for all active registered users in the community.
      • Profile Field Based: The drop-down populates with the profile fields configured in Jive. Be sure to enter the value exactly as it would appear in the users' profiles.
      • User Group Based: You can select a group that is synced through LDAP or SAML (the group simply needs to be federated to use this option). Start typing the group name, and it will appear.
  3. Choose whether the users should follow a Place, Blog, or User:

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    • If you would like the users to follow a Place, you can select a Space or Group.
    • If you select a Space, be sure not to select the radio button to add users to the group automatically. If you do, the Auto-Follow rule will not be created.

      • This functionality is reserved for Groups, which can have Members vs. Spaces, which are access-based and do not share this same functionality.
      • It should look like this for a Space:

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      • It should look like this for a Group (if you want to add users to the selected Group):

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    • Please see the article: Configuring the News Widget Tag to see more details.
  4. Select the method by which you want the user to receive the content:

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    • You can either choose the out-of-the-box Default Connection Stream (Connections), the user's Inbox (Inbox), or a Custom Stream (Custom).
    • You can have multiple rules feed into the same stream.
    • You can also choose whether you want the user to receive email notifications when there are updates within the Custom Stream you create.
    • Be sure to remember that a user can only have ten Custom Streams.

Related Article

See Jive Auto-Follow Extension to understand what happens if a user already has 10 custom streams.

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  1. Priyanka Bhotika

  2. Posted
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