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• Overview: Solution Builder

  The Solution Builder lets you set-up a collection of workflow apps, record apps, and data tables that are grouped for a single purpose in one go. For example, an HR Leave Management Solution would comprise of an Employee List record app, Leave Balance data table, and a Leave Approval workflow app. Take note that only Admins and [Builders](https://qrcustomersuccess.crisp.hSome readers

• Setting Up a Solution from Scratch

  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: ${colorSome readers

• Setting Up a Solution Using a Template

  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: ${colorSome readers

• Managing your Solutions: Adding and Removing Apps in a Solution

  Configure your solutions in Solutions Management. Add workflows and records, reassign to another solution, or remove from a solution. Popular