Last Updated: February 17, 2021

The Solutions Management lets you manage your solutions by editing workflows, records, and datasets that you want to include or remove in a solution. You can also add new workflows and records under that solution, and even create a new solution.



Editing a Solution

Step 1: Click the solution that you want to edit.
Step 2: Tick the checkbox beside the workflows, records, and datasets that you want to include in that solution. All the workflows, records, and datasets you selected will be listed in the Solutions Group section of the page.
Step 3: Click on Save Group button to save the changes you made. If you want to remove a workflow, record or dataset under that solution, you just have to uncheck their boxes.



Adding a Solution

Step 1: Click on Add new Solution Button.
Step 2: Set name for this solution and click OK.
Step 3: Select the workflows, records, and datasets that you want to include in that solution.
Step 4: Click on Save Group button to save the changes you made.



Adding new Workflow or Record

Step 1: Click on Add new workflow or record button at the upper right side of the Solutions Group section.
Step 2: Select whether you want to use a template or start from scratch.
Step 3: Select an app type that you want to add (workflow / record).
Step 4: Fill-out the form details and click Create to begin designing your form.



RELATED ARTICLE(S):
Overview: Solution Builder

Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Was this article helpful?
Cancel
Thank you!