Overview: Solution Builder
Last Updated: August 9, 2023
The Solution Builder lets you set-up a collection of workflow apps and record apps that are grouped for a single purpose in one go. For example, an HR Leave Management Solution would comprise an Employee List record app and a Leave Approval workflow app. Take note that only Admins and Builders can build a solution.
Before creating a Solution, you must first know that you are either an Admin or a Builder. You can check your user type on your sidebar.
If you're an Admin: Switch to the Builder view on your sidebar to access the Solution Builder.
If you're a Builder: You can immediately access the Create button at the top or beside the Search bar on your dashboard.
There are two ways on how you can set up a solution:
Use Template: Composed of ready-made collection of apps that you can easily adjust to suit your organization's needs.
Start From Scratch: Lets you design a custom collection of records and workflow apps from a scratch.
Solution Management
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
The Solution Builder lets you set-up a collection of workflow apps and record apps that are grouped for a single purpose in one go. For example, an HR Leave Management Solution would comprise an Employee List record app and a Leave Approval workflow app. Take note that only Admins and Builders can build a solution.
Before creating a Solution, you must first know that you are either an Admin or a Builder. You can check your user type on your sidebar.
If you're an Admin: Switch to the Builder view on your sidebar to access the Solution Builder.
If you're a Builder: You can immediately access the Create button at the top or beside the Search bar on your dashboard.
There are two ways on how you can set up a solution:
Use Template: Composed of ready-made collection of apps that you can easily adjust to suit your organization's needs.
Start From Scratch: Lets you design a custom collection of records and workflow apps from a scratch.
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Solution Management
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 02/10/2023
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