Creating custom solutions: Difference between revisions
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== Navigation == | == Navigation == | ||
*[[#Creating configurations]] | *[[# Creating configurations]] | ||
*[[#Public links to custom configurations]] | *[[# Public links to custom configurations]] | ||
*[[#Installing custom configurations]] | *[[# Installing custom configurations]] | ||
Revision as of 12:14, 22 August 2022
Custom configurations are configurations that the administrator of any account 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.
- # Creating configurations
- # Public links to custom configurations
- # Installing custom configurations
Creating configurations
- Go to Account management — Configurations — My configurations:
- Click the Create configuration button:
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: