A newly-created solution can include custom modules as well as custom and system workspaces, such as System apps.
Each custom workspace or module can be included in only one solution. This will help avoid errors when exporting the solution later. At the same time, one system workspace can be added to multiple solutions. Since these workspaces are set by default in each company, they can be exported without errors occurring.
Please note that before exporting the solution, you can enable the option to add properties to the forms of a locked app within it. To do this, customize the app's context extension.
Read more about the process of building custom solutions in Build solutions in ELMA365.
To add a new solution, follow these steps:
- Proceed to create a solution in one of two ways:
- On the Administration > Manage Solutions page, click +Solution in the upper right corner and select Create in the opened window. Then on the opened form, specify the name and description of the solution; you can enable the Paid option. Please note that in the future when exporting the solution, this data will be automatically added to the export form.
- On any page of the system in the left menu, click the icon
and in the opened window go to Solutions. Then click +Add solution and select Create a solution. Then specify the name and click Create a solution.
To do this, click +Workspace. The opened list will show all system workspaces, as well as those custom workspaces that are not included in other solutions. Select a workspace and click Add.
You can then add other workspaces by clicking on the plus icon next to Workspaces.
Each custom workspace can be part of only one solution. The solution will include all components of the added workspace: apps, pages, separators, links, business processes, etc.
- If the solution contains a system workspace, you can select which apps or fields you want to offload. To do this, click on the name of the workspace and check the apps you want to offload. To move to the field selection, click the pencil icon next to the app name.
All system fields will be included in the default solution. You cannot deselect them. Only custom fields can be selected.
Please note, when adding a system workspace, the solution will not include:
- Business processes associated with the workspace;
- Document templates associated with the workspace;
- Groups and roles associated with the workspace;
- Counters associated with the workspace;
- Interfaces associated with the workspace.
- Include custom modules in the solution. To do this, click +Module or the plus icon next to Modules, then select a module from the list.
Each module can be added to only one solution. In this case, the solution will include all module components: parameters, widgets, API methods, business process activities, event handlers etc.
- After you have specified all the settings, click Save.
The solution is ready. Now you can export it, set a password, delete, edit or update it. To do this, click Administration next to the solution name in the list and select the appropriate action.
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