App configuration

Invotra has various work collaboration and engagement apps.

Before they can be used, we recommend you configure these apps to align with your digital strategy.

The apps we have available, are: 

  • Groups
  • Blogs
  • Events
  • Message Wall
  • Ideas
  • Queries

Global configuration

All of the apps mentioned above can have an icon assigned to them. This icon will appear on the app landing page.

To configure the app icons:

  1. Go to ‘Administration’
  2. Under ‘App Settings’, find ‘Customise apps’ and select ‘App icons’
  3. Upload an icon for each app – this is optional 

Blogs configuration

Blogger role

You must decide who you want your bloggers to be and apply the ‘Blogger’ role to those users. If you want everyone to be able to blog, apply the role to all users on the site. 

Events configuration

Events can be used without any configuration. However, there are two configuration categories available. 

Event topics

Event topics allows you to specify topics for events that are relevant to your organisation. When creating an event you can tag it with a topic.

To create, edit or delete event topics:

  1. Go to ‘Administration’ as a webmaster
  2. Under ‘App Settings’, select ‘Customise apps’, select ‘Event topics’
  3. Create, edit or delete topics

Configuration page to add and edit event terms

Event statuses

Event statuses allows you to specify statuses for events that are relevant to your organisation. When creating an event you can tag it with a status. 

To create, edit or delete event statuses: 

  1. Go to ‘Administration’ as a webmaster
  2. Under ‘App Settings’ select ‘Customise apps’ select ‘Event statuses’
  3. Create, edit or delete statuses

Event status page allowing user to add a term, edit or delete

 

Groups configuration

To configure Groups you need to add at least one Group category. Group categories allow you to influence the type of Groups that are created. 

Group categories

To create, edit and delete Group categories:

  1. Go to ‘Administration’ as a webmaster
  2. Under ‘App Settings’ select ‘Customise apps’ select ‘Group category’
  3. Create, edit or delete Group categories

Group category page allowing user to add a term, edit or delete

 

Message Wall configuration

To configure Message Wall you need to set up message types, which will influence the type of messages that are posted. 

Message types

To create, edit or delete message types:

  1. Go to ‘Administration’ as a webmaster
  2. Under ‘App Settings’ select ‘Customise apps’ select ‘Message types’
  3. Create, edit or delete message types

Message types page allowing user to add a term, edit or delete

Ideas Configuration

To configure the Ideas application you need to:

  • Create categories
  • Configure the landing page
  • Configure Idea creation form
  • Configure your workflow

Create categories

To create, edit or delete Ideas categories: 

  1. Go to ‘Administration’ as a Webmaster
  2. Under ‘App Settings’ select ‘Customise apps’ select ‘Idea category’
  3. Create, edit or delete Ideas categories

Idea category page allowing user to add a term, edit or delete

 Configure the Ideas landing page

To configure the Ideas landing page go to the Ideas app.

Select ‘Customise page’ and use the In Place Editor as you would if you were designing a section.

Ideas landing page with customise page option

Configure Idea creation form 

You can configure the Idea creation form to meet your needs. By default, an Idea will have the following fields available:

  • Idea title
  • Idea summary

The above fields cannot be left empty and cannot be amended or removed. However, you can add as many additional fields to the form as you need.

To configure the creation form:

1. Go to the Ideas app as an Ideas Administrator or Webmaster and select the ‘Admin’ tab

Admin tab selected on ideas

2. Select ‘Configure the ideas webform components and settings’ link

3. Configure the webform

For more information on configuring webforms see webforms guidance.

 

Configure your workflow

The Ideas app comes with a default workflow consisting of the following statuses:

  • Submitted – The default status. Ideas are unpublished and only visible to the creator of the idea, idea administrators and webmasters.
  • Open – Ideas are published and available for all end-users to view, search, like, share and comment.
  • Closed – Ideas remain published and available for all end-users to view, search, like and share but commenting will be unavailable.

The above statuses cannot be amended or removed. However, you may add additional statuses in-between ‘Open’ and ‘Closed’ to meet your organisational needs.

1. Go to the Ideas app as an Ideas Administrator or Webmaster and select the ‘Admin’ tab

Admin tab selected on ideas

2. Go to the ‘Configure’ tab

3. Select the ‘Add new status’ button

4. Enter the desired name for the new status in the text box provided

5. Repeat steps 2 and 3 until all desired statuses have been added

6. Order your statuses appropriately using the drag and drop function provided

7. Save

Ideas status configuration 

Queries Configuration

To configure the Queries app you need to:

  • Create categories
  • Configure the landing page
  • Configure Query creation form
  • Configure your workflow

Create categories

To create, edit or delete Query categories:

  1. Go to ‘Administration’ as a Webmaster
  2. Under ‘App Settings’ select ‘Customise apps’ select ‘Query category’
  3. Create, edit or manage your Query categories

Query category page allowing user to add a term, edit or delete

 

Configure the landing page

To configure the Queries landing page, go to the Queries app.

Select ‘Customise page’ and use the In Place Editor in the same way you would if you were designing a section.

Customise page button on the queries configuration page

 

Configure Query creation form 

The Query creation form has the following fields available:

  • Query title
  • Query summary

The above fields cannot be left empty, amended or removed. However, you can add as many additional fields as you need.

To configure the creation form:

1. Go to the Queries app as a Query Administrator or Webmaster and click on the ‘Admin’ tab.

Admin tab selected on queries

2. Go to the ‘Configuration’ tab

3. Select ‘Configure the webform components and settings’ link

Queries admin page showing configure queries webform link

4. Configure the webform

For more information on configuring webforms, see webforms guidance. 

Configure your workflow

The Invotra Queries app comes with a default workflow consisting of the following statuses:

  • Submitted – The default status. Queries are unpublished and only visible to the creator of the Query, Query administrators and webmasters.
  • Open – Queries are published and available for all end-users to view, search, like, share and comment.
  • Closed – Queries remain published and available for all end-users to view, search, like and share but commenting will be unavailable.

The above statuses cannot be amended or removed. However, you may add additional statuses in-between ‘Open’ and ‘Closed’.

  1. Go to the Queries app as a Query Administrator or Webmaster and select ‘Admin’ tab
  2. Go to the ‘Configure’ tab
  3. Select the ‘Add new status’ button
  4. Enter the desired name for the new status in the text box provided
  5. Repeat steps 2 and 3 until all desired statuses have been added
  6. Order your statuses appropriately using drag and drop
  7. Save

    Query status fields including submitted, open, answered, challenged and closed, with option to add a new status

 

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