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:
- Go to ‘Administration’
- Under ‘App Settings’, find ‘Customise apps’ and select ‘App icons’
- 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:
- Go to ‘Administration’ as a webmaster
- Under ‘App Settings’, select ‘Customise apps’, select ‘Event topics’
- Create, edit or delete topics
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:
- Go to ‘Administration’ as a webmaster
- Under ‘App Settings’ select ‘Customise apps’ select ‘Event statuses’
- Create, edit or delete statuses
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:
- Go to ‘Administration’ as a webmaster
- Under ‘App Settings’ select ‘Customise apps’ select ‘Group category’
- Create, edit or delete Group categories
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:
- Go to ‘Administration’ as a webmaster
- Under ‘App Settings’ select ‘Customise apps’ select ‘Message types’
- Create, edit or delete message types
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:
- Go to ‘Administration’ as a Webmaster
- Under ‘App Settings’ select ‘Customise apps’ select ‘Idea category’
- Create, edit or delete Ideas categories
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.
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
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
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
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:
- Go to ‘Administration’ as a Webmaster
- Under ‘App Settings’ select ‘Customise apps’ select ‘Query category’
- Create, edit or manage your Query categories
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.
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.
2. Go to the ‘Configuration’ tab
3. Select ‘Configure the webform components and settings’ 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’.
- Go to the Queries app as a Query Administrator or Webmaster and select ‘Admin’ tab
- Go to the ‘Configure’ tab
- Select the ‘Add new status’ button
- Enter the desired name for the new status in the text box provided
- Repeat steps 2 and 3 until all desired statuses have been added
- Order your statuses appropriately using drag and drop
- Save
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