Last Updated: July 14, 2021

The Solutions page is where you can view, manage, and delete the solutions that you have built. This is also the page where you can create new solutions.



Editing a Solution

Step 1: Search for the solution that you want to edit
Step 2: Click on the ⚙ icon of that solution.
Step 3: A popup will appear where you can can configure which workflows, records, and datasets should be a part of the solution.

To remove an app from the solution, search for it from the list and then unselect it. Click on Save Solution to save your changes.



Adding new Workflow or Record

Step 1: Click on Add new workflow or record
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
Setting up a Solution from scratch
Setting Up a Solution Using a Template

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!