App configuration

What is App Configuration?

By default, Invotra comes with a number of tools which we define as ‘Apps’. Before these apps can be used within your intranet, they need to be configured to enable your end users to use them in accordance with your intranet strategy and guidelines.

This document will walk you through how to configure the different apps available within Invotra. The apps we have available are:

  • Blogs
  • Events
  • Groups
  • 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. Navigate to Invotra admin as a Webmaster
  2. Under ‘App Settings’ -> ‘Customise apps’ select ‘App icons’
  3. Upload an image for each app that you would like to have an icon. This is optional for all apps.

Blogs Configuration

Blogger role

In order to configure the blogging application all you need to do is decide who you want your bloggers to be and apply the ‘Blogger’ role to all of those users. If you want everyone to be able to blog simply apply the role to all users within the system.

Events Configuration

By default, Events can be created and you can start to use the Events application without any configuration. However, there are two configuration categories available for you to set up.

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 specific topic defined by the organisation.

To create/manage the Event Topics:

  1. Navigate to Invotra Admin as a Webmaster
  2. Under ‘App Settings’ -> ‘Customise apps’ select ‘Event topics’
  3. From there you can either create or manage your Event 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 specific status defined by the organisation.

To create/manage the Event Statuses:

  1. Navigate to Invotra Admin as a Webmaster
  2. Under ‘App Settings’ -> ‘Customise apps’ select ‘Event statuses’
  3. From there you can either create or manage your Event Statuses

Configuration page for event status with option to add or edit terms

Groups Configuration

In order to configure Groups you just need to add at least one Group Category. Group Categories allow you to influence the type of Groups that are created on that intranet.

Group Categories

To create/manage Group Categories:

  1. Navigate to Invotra Admin as a Webmaster
  2. Under ‘App Settings’ -> ‘Customise apps’ select ‘Group category’
  3. From there you can either create or manage your Group Categories

Message Wall Configuration

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

Message Types

To create/manage Message Types:

  1. Navigate to Invotra Admin as a Webmaster
  2. Under ‘App Settings’ -> ‘Customise apps’ select ‘Message types’
  3. From there you can either create or manage your Message Types

Configuration page for adding and editing 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/manage Idea Categories:

  1. Navigate to Invotra Admin as a Webmaster
  2. Under ‘App Settings’ -> ‘Customise apps’ select ‘Idea category’
  3. From there you can either create or manage your Idea Categories

Configuration page for adding and editing idea categories

Configure the landing page

To configure the Ideas landing page simply navigate to the Ideas application, found at /apps/ideas. From there you can click on ‘Customise page’ and use the In-Place-Editor just like you would for site sections in order to configure the Ideas landing page to meet your needs.

Customising page button on the ideas landing page

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 are both mandatory 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. Navigate to the Ideas application as an Ideas Administrator or Webmaster and click on the ‘Admin’ tab

    Admin tab available on the ideas configuration page
  2. Click on ‘Configure the ideas webform components and settings’ link
  3. Configure the webform

For more information on configuring webforms see the webforms documentation.

Configure your workflow

By default, the Invotra Ideas application 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 by:

  1. Navigate to the Ideas application as an Ideas Administrator or Webmaster and click on the ‘Admin’ tab

    Admin tab available on the ideas configuration page
  2. Navigate to the ‘Configure’ tab
  3. Click on the ‘Add new status’ button
  4. Enter the desired name for the new status in the text box provided
  5. Repeat steps 2&3 until all desired statuses have been added
  6. Order your statuses appropriately using the drag and drop function provided
  7. Click Save at the bottom of the screen

    Drag and drop ordering for ideas status options

Queries Configuration

To configure the Queries application you need to:

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

Create categories

To create/manage Query Categories:

  1. Navigate to Invotra Admin as a Webmaster
  2. Under ‘App Settings’ -> ‘Customise apps’ select ‘Query category’
  3. From there you can either create or manage your Query Categories

Configuration page for adding and editing query categories

Configure the landing page

To configure the Queries landing page simply navigate to the Queries application, found at /apps/queries. From there you can click on ‘Customise page’ and use the In-Place-Editor just like you would for site sections in order to configure the Ideas landing page to meet your needs.

Admin tab available on the queries configuration page

Configure Query creation form

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

  • Query title
  • Query summary

The above fields are both mandatory 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. Navigate to the Queries application as a Query Administrator or Webmaster and click on the ‘Admin’ tab

    Admin tab available on the queries configuration page
  2. Navigate to the ‘Configuration’ tab
  3. Click on ‘Configure the webform components and settings’ link
  4. Configure the webform

For more information on configuring webforms see the webforms documentation.

Configure your workflow

By default, the Invotra Queries application 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’ to meet your organisational needs by:

  1. Navigate to the Queries application as a Query Administrator or Webmaster and click on the ‘Admin’ tab
  2. Navigate to the ‘Configure’ tab
  3. Click on the ‘Add new status’ button
  4. Enter the desired name for the new status in the text box provided
  5. Repeat steps 2&3 until all desired statuses have been added
  6. Order your statuses appropriately using the drag and drop function provided
  7. Click Save at the bottom of the screen

    Drag and drop ordering for query status options