Creating custom solutions

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.

Navigation

• #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:

• 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 configuration type, full or reduced:

Select the types of objects to include in the configuration: