Creating custom solutions: Difference between revisions
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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 configuration. This is the name you will use to find your configuration in the configuration list: | ||
https://s.pfx.so/pf/ | https://s.pfx.so/pf/s8/IMrnVn.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: | |||
Revision as of 12:21, 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
- 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:
- 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: