Last Updated: July 16, 2021

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.

To set-up a solution using a template, follow the steps below:

Step 1: From the Builder dashboard, click on Create button and select Use Template.



Step 2: Click the Use Template button of the solution template you want to use.



Step 3: 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.
Records: You can create a new record from scratch, or select records from Published Workflows or from Existing Templates to add in the solution.
Workflows: You can create a new workflow from scratch, or select records from Existing Templates to add in the solution.



Step 4: Click on Proceed to successfully build the solution.

You can find all the solutions you created when you go to the Solution Management.

RELATED ARTICLE(S):
Overview: Solution Builder
Setting Up a Solution Builder From Scratch

Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
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