Articles on: Solutions

Setting Up a Solution from Scratch

Last Updated: August 11, 2023

This article will walk you through setting up solutions from scratch.

Before creating a Solution, you must first know that you are 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.


To set-up a solution starting from scratch, follow the steps below:

Step 1: From the Builder dashboard, click on Create button and select Start From Scratch.
Fig. 1: Module Selection
Step 2: Fill-out the following fields for the Information Setup:

Name: We recommend that you give your solution a short name that is easy to remember.
Category: You can select any category for your solution. Selecting a category will help you filter through your publish solutions.
Description: Adding a description is optional, but it helps your user learn what the solution is for and how to use it.
Tags: This is also optional. Tags are words or phrases which can describe your solution. This can make searching for your solution easier and more accurate.

Fig. 2: Information Setup
Records: You can create a new record from scratch, or select records from Published Workflows or from Existing Templates to add in the solution.

Fig. 3: Create or Add Record
Workflows: You can create a new workflow from scratch, or select records from Existing Templates to add in the solution.

Fig. 4: Create or Add Workflow
Step 3: Click on Proceed to successfully build the solution.

You can find all the solutions you created in the Solutions Management.



Overview: Solution Builder
Setting Up a Solution Builder Using a Template

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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