# 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:

{% embed url="<https://www.youtube.com/watch?v=jFY-B6yY3ys>" %}

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

<table data-card-size="large" data-view="cards"><thead><tr><th align="center"></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td align="center">Milestone 1:<br>Getting the platform running</td><td><a href="https://3893637383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Flzf1MQtQ7rA4uagbyWwi%2Fuploads%2FYiorlNzleq4l8L0xSNpZ%2Fmilestone1_bg.svg?alt=media&#x26;token=a9d3461e-93d4-4cd1-8b4d-611a5591098a">milestone1_bg.svg</a></td><td><a href="#milestone1">#milestone1</a></td></tr><tr><td align="center">Milestone 2:<br>Authenticating Into the Developer Portal</td><td><a href="https://3893637383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Flzf1MQtQ7rA4uagbyWwi%2Fuploads%2F3kKUPtQKBhsDXJ0S8GD2%2Fmilestone2_bg.svg?alt=media&#x26;token=88ab30b5-42cf-441a-a7aa-224c1c318325">milestone2_bg.svg</a></td><td><a href="#milestone-2-log-into-the-developer-portal">#milestone-2-log-into-the-developer-portal</a></td></tr><tr><td align="center">Milestone 3:<br>Create &#x26; Embed a Form</td><td><a href="https://3893637383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Flzf1MQtQ7rA4uagbyWwi%2Fuploads%2FMf18ERfqzur8C9xSZgFn%2Fmilestone3_bg.svg?alt=media&#x26;token=d8087688-8d22-44f1-a238-05560522d21d">milestone3_bg.svg</a></td><td><a href="#milestone-3-create-and-embed-a-form">#milestone-3-create-and-embed-a-form</a></td></tr><tr><td align="center">Milestone 4:<br>Incorporate Integrations</td><td><a href="https://3893637383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Flzf1MQtQ7rA4uagbyWwi%2Fuploads%2FFxqCxo3zGUcKfxjpMrUn%2Fmilestone4_bg.svg?alt=media&#x26;token=ad1ddabb-cb9e-4ebf-90bc-57a84711f371">milestone4_bg.svg</a></td><td><a href="#milestone-4-incorporate-essential-integrations">#milestone-4-incorporate-essential-integrations</a></td></tr></tbody></table>

### Milestone 1: Get the Platform Running <a href="#milestone1" id="milestone1"></a>

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

{% embed url="<https://www.youtube.com/watch?v=PF2JTe_xsGY>" %}

**Resources-** Form.io Deployment guides:

* [Local Deployment](https://app.gitbook.com/s/KgNM52jrdfkHgHDfKCH9/local-deployment)
* [AWS Deployment](https://app.gitbook.com/s/KgNM52jrdfkHgHDfKCH9/cloud-deployment/aws-deployment)
* [Azure Deployment](https://app.gitbook.com/s/KgNM52jrdfkHgHDfKCH9/cloud-deployment/azure-deployment)
* [GCP Deployment](https://app.gitbook.com/s/KgNM52jrdfkHgHDfKCH9/cloud-deployment/gcp-deployment)

**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.

{% embed url="<https://www.youtube.com/watch?v=PKS74BfO8tg>" %}

**Resources -**&#x20;

* [Portal Base Project](https://app.gitbook.com/s/KgNM52jrdfkHgHDfKCH9/portal-base-project)
* [User Resource](https://app.gitbook.com/s/KgNM52jrdfkHgHDfKCH9/portal-base-project#user-resource)
* [Portal SSO](https://app.gitbook.com/s/KgNM52jrdfkHgHDfKCH9/portal-base-project/portal-sso)
* [Teams](https://app.gitbook.com/s/UjxAY3UFi7owqz5ZkVsD/teams)

**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.

{% embed url="<https://www.youtube.com/watch?v=SjZ5O8dMe98>" %}

**Resources:**

* [Form Building](https://app.gitbook.com/s/6LdEf8SjBIeQDsRL3BdV/)
* [Roles and Permissions](https://app.gitbook.com/s/-MPHoF2HwOA0s5HV_AIB/developers/roles-and-permissions)
* [Embedding a Form](https://app.gitbook.com/s/DuAwTOTr6NFMpkfgwq9x/form-embedding)
* [Authentication and Authorization](https://app.gitbook.com/s/DuAwTOTr6NFMpkfgwq9x/authentication-and-authorization)

&#x20;**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.

{% embed url="<https://www.youtube.com/watch?v=JN9gqSHFu4Y>" %}

**Resources:**

* [File Storage](https://app.gitbook.com/s/DuAwTOTr6NFMpkfgwq9x/integrations/file-storage)
* [Email Integrations](https://app.gitbook.com/s/DuAwTOTr6NFMpkfgwq9x/integrations/email-integrations)
* [Webhook](https://app.gitbook.com/s/6LdEf8SjBIeQDsRL3BdV/actions/webhook-actions)

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


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.form.io/start/platform-adoption-overview.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.