Platform Adoption Overview

With a license key in hand, there are four major milestones on the path to adopting the Form.io Platform. The following video provides a high-level overview of each of these steps:

For more detailed information and additional resources describing each of these milestones, refer to the following sections:

Milestone 1: Getting the platform running

Milestone 2: Authenticating Into the Developer Portal

Milestone 3: Create & Embed a Form

Milestone 4: Incorporate Integrations

Milestone 1: Get the Platform Running

Deploy the Form.io Docker containers — locally or to the cloud — and begin the journey!

Resources- Form.io Deployment guides:

Objective - After following the deployment guide, the Form.io Platform should be available in the chosen environment with the Developer Portal accessible.

Milestone 2: Log into the Developer Portal

With the platform in place, it's time to get in! Log in to the Developer Portal as the admin user and begin configuring additional users.

Resources -

Objective - Authenticate into the Form.io Developer Portal as the admin user created during deployment. Create or onboard additional users.

Milestone 3: Create & Embed A Form

Once the team is onboarded, it's time to get hands-on. Start by building a form and see how it embeds right into a custom application.

Resources:

Objective - Build a form and embed it in a application.

Milestone 4: Incorporate Essential Integrations

Connect the Form.io Platform to other tools and services to get the most out of it! Integrations can store form-user uploads, email submission data to a recipient, and use webhooks to push data to other parts of the application ecosystem.

Resources:

Objective - Use the Form.io Developer Portal to connect to any additional services or applications that may be necessary.