App configuration

Here’s how to take advantage of Invotra’s workplace 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
  • Message Wall
  • Ideas
  • Queries

App configuration in general

All of the apps mentioned above can have their own icon, which will appear on the app’s landing page.

To configure the app icons:

Relevant roles: Webmaster

1. Go to ‘Administration’

2. Under ‘App Settings’, find ‘Customise apps’ and select ‘App icons’

3. Upload an icon for each app

Configuring Blogs

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. 

Configuring Groups

You must add at least one Group category. Group categories allow you to influence the type of Groups that are created. 

Adding Group categories

To create, edit and delete Group categories:

Relevant roles: Webmaster

1. Go to ‘Administration’ as a webmaster

2. Under ‘App Settings’ select ‘Customise apps’

3. Select ‘Group category’

4. Create, edit or delete Group categories

Configuring Message Wall

You must add at least message type, which will influence the type of messages that are posted. 

To create, edit or delete message types:

Relevant roles: Webmaster

1. Go to ‘Administration’ as a webmaster

2. Under ‘App Settings’ select ‘Customise apps’

3. Select ‘Message types’

4. Create, edit or delete message types

 

Configuring Ideas

To configure the Ideas app, you need to add your categories and create a landing page, as well as your creation form and workflow.

To create, edit or delete Ideas categories:

1. Go to ‘Administration’ as a Webmaster

2. Under ‘App Settings’ select ‘Customise apps’

3. Select ‘Idea category’

4. Create, edit or delete Ideas categories

Configuring the Ideas landing page

1. Go to the Ideas app.

2. Select ‘Customise page’

3. In the available regions, add and configure widgets by selecting ‘Add widget’

4. Choose a widget from the ‘Widget Library’

5. To change a widget that has already been added, select ‘Widget settings’ in the with widget’s header

6. Select ‘Show Preview’ to see your new Ideas App landing page

7. Select ‘Save’

Configuring the Idea creation form

By default, an Idea will have the following fields available:

  • Idea title
  • Idea summary

The fields above are mandatory, they also cannot be amended or removed. However, you can add as many additional fields to the form as you need.

Configuring the Ideas creation form:

Relevant roles: Webmaster, Ideas Admin

1. Go to the Ideas app

2. Select  ‘Admin’ tab

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

3. Add and configure new webform components

For more information on configuring webforms, see webforms guidance.

4. Select ‘Save’

Configuring your workflow

The Ideas app comes with a default workflow that consists 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 between ‘Open’ and ‘Closed’ to meet your needs.

Relevant roles: Webmasters, Ideas Admin

1. Go to the Ideas app

2. Select ‘Admin’ tab

3. Select ‘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 3 and 4 until all desired statuses have been added

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

7. Select ‘Save’

 

Configuring Queries

To configure the Queries app you need to:

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

Adding Query categories

To create, edit or delete Query categories:

Relevant roles: Webmaster

1. Go to ‘Administration’

2. Under ‘App Settings’ select ‘Customise apps’

3. Select ‘Query category’

4. Select ‘Add Query Category’ 

Configuring the Query landing page

Relevant roles: Webmasters, Query Admin

1. Go to the Queries app

2. Select ‘Customise page’

3. In the available regions, add and configure widgets by selecting ‘Add widget’

4. Choose a widget from the ‘Widget Library’

5. To change a widget that has already been added, select ‘Widget settings’ in the with widget’s header

6. Select ‘Show Preview’ to see your new Queries App landing page

7. Select ‘Save’

Configuring the Query creation form

The Query creation form has the following fields available:

  • Query title
  • Query summary

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

Configuring the Query creation form:

Relevant roles: Webmaster, Query Admin

1. Go to the Queries app

2. Select the ‘Admin’ tab.

3. Select the ‘Configuration’ tab

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

5. Add and configure new webform components

For more information on configuring webforms, see webforms guidance.

4. Select ‘Save’

Configuring your Queries workflow

The Queries app comes with the following workflow 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.
To add additional statuses between ‘Open’ and ‘Closed’.

Relevant roles: Webmaster, Queries Admin

1. Go to the Queries app

2. Select ‘Admin’ tab

3. Select ‘Configure’ tab

4. Select the ‘Add new status’ button

5. Enter new status name

6. Repeat steps 4 and 5 until all new statuses are added

7. Order your statuses appropriately using drag and drop

8. Select ‘Save’

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