Creating custom solutions: Difference between revisions

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Custom solutions are [[Ready-made Solutions|solutions]] that any account administrator can create. They are used to transfer settings (sets of objects and links among them) between different Planfix accounts. This can help you maintain your company's best practices across various business processes.
Custom solutions are [[Ready-made Solutions|solutions]] that any account administrator can create. They are used to transfer settings (sets of objects and links among them) between different Planfix accounts. This can help you maintain your company's best practices across various business processes.


== Navigation ==
== Navigation ==
Line 14: Line 13:


== Creating solutions ==  
== Creating solutions ==  
*Go to '''Account management — Configurations — Created by me:'''
*Go to '''Account management — Solutions — Created by me:'''
https://s.pfx.so/pf/bo/52RVC7.png
 
https://s.pfx.so/pf/7J/LrYobX.png
 


*Click the '''Create solution button:'''


*Click the '''Create configuration button:'''
https://s.pfx.so/pf/FZ/paLe9B.png
https://s.pfx.so/pf/O1/AK58vv.png




In the window that opens:
In the window that opens:
*Enter a name for the configuration. This is the name you will use to find your configuration in the configuration list:
*Enter a name for the solution. This is the name you will use to find your solution in the solutions list:
https://s.pfx.so/pf/s8/IMrnVn.png
 
https://s.pfx.so/pf/hu/8AZWM3.png
 
 
*Enter a description for your solution so you and other users will be able to understand what it is intended for, what processes it works with, and how it helps:
 
https://s.pfx.so/pf/ue/DqDemf.png




*Enter a description for your configuration so you and other users will be able to understand what it is intended for, what processes it works with, and how it helps:
*Select a solution type, full or reduced:
https://s.pfx.so/pf/Jn/KXKSNt.png


https://s.pfx.so/pf/Zp/cWmq8k.png


*Select a configuration type, full or reduced:
https://s.pfx.so/pf/Y9/FpMqPC.png


*Select the types of objects to include in the solution:


*Select the types of objects to include in the configuration:
https://s.pfx.so/pf/pn/9Kaltd.png
https://s.pfx.so/pf/ue/GNM6gE.png




*Each type of object selected will appear as a row in the table shown below:
*Each type of object selected will appear as a row in the table shown below:
https://s.pfx.so/pf/Up/2QeCyY.png


https://s.pfx.so/pf/fe/cozxFr.png


*Click a line to select the objects of each type that will be included in the configuration:
https://s.pfx.so/pf/VS/BdShae.png


*Click a line to select the objects of each type that will be included in the solution:


:'''Important:''' If you want to add a tree of task templates to the configuration, you only need to select the main template. The remaining nested templates will be added automatically.
https://s.pfx.so/pf/3Q/Ra1tfa.png
*Specify the section the user should be sent to once the configuration is installed:
 
https://s.pfx.so/pf/mM/0ULH0g.png
 
:'''Important:''' If you want to add a tree of task templates to the solution, you only need to select the main template. The remaining nested templates will be added automatically.
*Specify the section the user should be sent to once the solution is installed:
 
https://s.pfx.so/pf/Fx/Piw7M6.png




Line 56: Line 64:
'''Don't open''' — this is the default
'''Don't open''' — this is the default


'''Workspace''' — displayed if there are workspaces in the configuration
'''Workspace''' — displayed if there are workspaces in the solution


'''Planners and filters''' — displayed if there are planners and filters in the configuration
'''Planners and filters''' — displayed if there are planners and filters in the solution
   
   


Specify whether or not the help panel should open with a description once the configuration is installed:
Specify whether or not the help panel should open with a description once the solution is installed:
https://s.pfx.so/pf/aw/P2JbD5.png
 
https://s.pfx.so/pf/Yo/WR3YIL.png




Line 69: Line 78:
'''Don't open''' — this is the default
'''Don't open''' — this is the default


'''Configuration description''' — add a description that will be displayed in the panel
'''Overview of solution''' — add a description that will be displayed in the panel


'''Link to site''' — enter any link that will open
'''Link to site''' — enter any link that will open




Once everything is ready, click '''Create configuration''' (above). The configuration will appear in the list, in the '''Created by me:'''
Once everything is ready, click '''Create solution''' (above). The solution will appear in the list, in the '''Created by me:'''
https://s.pfx.so/pf/sm/BI9CBJ.png
 
https://s.pfx.so/pf/dH/lDtiQl.png


== Public links to custom solutions ==
== Public links to custom solutions ==
To [[Installing custom configurations | use a custom configuration]] in a different account, you must generate a public link.
To [[Installing custom solutions | use a custom solution]] in a different account, you must generate a public link.
 
*Click the name of the custom solution in the '''Created by me  — Edit button''' to generate a public link:
 
https://s.pfx.so/pf/Cc/0vlCDe.png
 


*Click the name of the custom configuration in the '''Created by me  — Edit button''' to generate a public link:  
*Generate a public link to your solution:
https://s.pfx.so/pf/7A/zdIxXe.png


https://s.pfx.so/pf/dA/GBExjO.png


*Generate a public link to your configuration:
https://s.pfx.so/pf/fc/Lp7veo.png




*The public link generated will be displayed in the solution:


*The public link generated will be displayed in the configuration:
https://s.pfx.so/pf/VV/Dc02Mp.png
https://s.pfx.so/pf/86/Ig9YhF.png




Share this link with other Planfix users, or use it to transfer your settings to another account.
Share this link with other Planfix users, or use it to transfer your settings to another account.


If you no longer want your configuration to be available via this link, generate a new one. Please note that this will only affect future attempts to use the old link to install your configuration. Configurations that were installed using the old link before the new link was generated will still work.
If you no longer want your solution to be available via this link, generate a new one. Please note that this will only affect future attempts to use the old link to install your solution. Solutions that were installed using the old link before the new link was generated will still work.


== Additional information ==
== Additional information ==
* Administrators and technical administrators of all accounts can create custom configurations.
* Administrators and technical administrators of all accounts can create custom solutions.
* Only the creator of a custom configuration can view it. The creator can also delete their configuration or (re)generate a public link to it. Configurations are not available to other account users with administrator rights.
* Only the creator of a custom solution can view it. The creator can also delete their solution or (re)generate a public link to it. Solutions are not available to other account users with administrator rights.
* To copy protect your configuration, you [[Prohibit adding objects from this configuration to other configurations|can disable duplication of the contents to other configurations]].
* To copy protect your solution, you [[Prohibit adding objects from this configuration to other configurations|can disable duplication of the contents to other solutions]].





Latest revision as of 10:54, 21 April 2023

Custom solutions are solutions that any account administrator can create. They are used to transfer settings (sets of objects and links among them) between different Planfix accounts. This can help you maintain your company's best practices across various business processes.

Navigation

Creating solutions

  • Go to Account management — Solutions — Created by me:

LrYobX.png


  • Click the Create solution button:

paLe9B.png


In the window that opens:

  • Enter a name for the solution. This is the name you will use to find your solution in the solutions list:

8AZWM3.png


  • Enter a description for your solution so you and other users will be able to understand what it is intended for, what processes it works with, and how it helps:

DqDemf.png


  • Select a solution type, full or reduced:

cWmq8k.png


  • Select the types of objects to include in the solution:

9Kaltd.png


  • Each type of object selected will appear as a row in the table shown below:

cozxFr.png


  • Click a line to select the objects of each type that will be included in the solution:

Ra1tfa.png


Important: If you want to add a tree of task templates to the solution, you only need to select the main template. The remaining nested templates will be added automatically.
  • Specify the section the user should be sent to once the solution is installed:

Piw7M6.png


Available default sections:

Don't open — this is the default

Workspace — displayed if there are workspaces in the solution

Planners and filters — displayed if there are planners and filters in the solution


Specify whether or not the help panel should open with a description once the solution is installed:

WR3YIL.png


Available options:

Don't open — this is the default

Overview of solution — add a description that will be displayed in the panel

Link to site — enter any link that will open


Once everything is ready, click Create solution (above). The solution will appear in the list, in the Created by me:

lDtiQl.png

Public links to custom solutions

To use a custom solution in a different account, you must generate a public link.

  • Click the name of the custom solution in the Created by me — Edit button to generate a public link:

0vlCDe.png


  • Generate a public link to your solution:

GBExjO.png


  • The public link generated will be displayed in the solution:

Dc02Mp.png


Share this link with other Planfix users, or use it to transfer your settings to another account.

If you no longer want your solution to be available via this link, generate a new one. Please note that this will only affect future attempts to use the old link to install your solution. Solutions that were installed using the old link before the new link was generated will still work.

Additional information

  • Administrators and technical administrators of all accounts can create custom solutions.
  • Only the creator of a custom solution can view it. The creator can also delete their solution or (re)generate a public link to it. Solutions are not available to other account users with administrator rights.
  • To copy protect your solution, you can disable duplication of the contents to other solutions.


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