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The Adoption Hub provides a central management location for customizations (for example, you can deploy add-on questions/rules to all apps, or use the same form theme/company branding for all forms). The Adoption Hub tiles

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Default logo and colors

This allows you to add an image to all the sites in a site collection and change the theme (the colors of various items on the page) of the forms created using FlowForma. Click the Default logo and colors tile and the following screen is displayed. Default logo and colors screen

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Editable items

You can change the following items to control how your FlowForma form is displayed.
  • Logo URL: enter the URL of the image you want to display at the top of your FlowForma form.
  • Theme: select the theme you want to use on your FlowForma sites from this drop-down of available themes.
  • Step color: the color used to display steps on your form.
  • Step background color: the color used for the step background on your form.
  • Step font color: the color used for the text displayed on the step tiles on your form.
  • Form background color: the color used for the form background on your form.
  • Separator color: the default color used for separator questions added to your form.

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Site collections

The changes you make will be applied to the site collection(s) you select from the list of site collections on the right of the screen. To select a site collection, check the checkbox next to the site collection you require. You must select at least one site collection, but you can select multiple if you wish. Selecting site collections to apply changes to When you click the Publish theme button button, any items selected will be applied to all FlowForma sites contained in those site collections.

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Selecting colors

When the page is opened, the Step color, Step background color, Step font color, Form background color and Separator color are displayed with ‘Not selected’ shown. When ‘Publish theme’ is clicked to apply changes, the original colors are retained wherever ‘Not selected’ is displayed. For any of the color items, click in the select field and a color picker is displayed. The color picker for a theme color Select the color you require and click outside of the picker, and the color will be added. Repeat this for any item you want to change. Click the reset icon next to a color item to clear your selection back to ‘Not selected’. Example: Example of selected theme colors When you click the Publish theme button button, the following pop-up is displayed. Confirmation pop-up shown before applying theme changes Click the Apply button button to apply the changes to the sites in the selected site collection. After you have clicked the button, the following processing screen is displayed. Processing screen shown while changes are applied When processing has completed, this is displayed in the panel. Completion message shown in the panel Example of a form created after the new theme elements have been applied: Example of a form after the new theme elements have been applied Click the Cancel button button to cancel the changes: no processing will take place and no changes will be made to any sites.

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User groups management

User groups management allows you to add, remove or replace a user from groups in all sites contained in the selected site collection(s). Click the User groups management tile on the Adoption Hub screen and the following screen is displayed. User group management screen The first section contains three radio buttons to select the action you wish to perform:
  1. Add user: a selection field to choose the user to be added is displayed at the bottom of the screen.
  2. Remove user: a selection field to choose the user to be removed is displayed at the bottom of the screen.
  3. Replace user: two selection fields are displayed: the first to select the user to be replaced, the second to select the new user to be added.
Selecting the action and user for user group management The next section contains three checkboxes to select the user groups to be amended. You can select all the groups if required, or just a single group. FlowForma sites have three standard user group settings:
  1. Administrator group
  2. Generic users group
  3. Print view group
When you click the Add, Remove or Replace user button, a process is executed that checks each site in the selected site collection(s), identifies the Administrators, Generic users or Print view group associated with that site, and then adds, removes or replaces the selected user in each of the required groups. The final section contains user selection field(s) to select the user to be added, removed or replaced.

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Site collections

The changes you make will be applied to the site collection(s) you select from the list of site collections on the right of the screen. To select a site collection, check the checkbox next to the site collection you require. You must select at least one site collection, but you can select multiple if you wish.

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Customizations

Customizations allow you to deploy add-on questions and rules to all FlowForma apps in your tenancy, so the same custom questions and business rules can be reused across environments. Click the Customizations tile and the available add-ons are listed, grouped into Questions and Rules. Select the add-ons you want to deploy, you can select multiple from either group, and then click the Install selected button. A confirmation is displayed asking whether you want to install the selected customizations to all FlowForma apps; once confirmed, the selected questions and rules are installed across your apps.

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Master app

The Master app is the site collection and site that FlowForma uses as the source for shared customizations and settings. Click the Master app tile and two drop-downs are displayed:
  • Site collection: select the site collection that contains the app you want to use as the master.
  • Site: select the site within that site collection.
Click Save to store the selected site as the master app. Click Clear to remove the current master app selection.