Installing custom solutions: Difference between revisions

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|description=Installing custom configurations, How to install a custom configuration
|description=Installing custom configurations, How to install a custom configuration
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'''Custom configurations''' are [[Configurations|configurations]] that Planfix users create. You can install one in your account as follows:
'''Custom solutions''' are [[Ready-made Solutions|solutions]] that Planfix users create. You can install one in your account as follows:


*Generate a [[Creating custom configurations |public link for your configuration]]:
*Generate a [[Creating custom configurations |public link for your configuration]]:
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== Go To ==  
== Go To ==  
*[[Creating custom configurations]]
*[[Creating custom configurations]]
*[[Configurations]]
*[[Ready-made Solutions]]
*[[Account Management]]
*[[Account Management]]

Revision as of 23:13, 12 April 2023

Custom solutions are solutions that Planfix users create. You can install one in your account as follows:

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  • Log in to the account where you'd like to install the configuration.
  • Open the public link in your browser and click the Install button:

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  • Select the desired account and click the Install configuration button:

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  • Check that the configuration was installed.
  • When it's installed, you'll see it in the section for installed configurations.


Go To