Manage Solutions

Solutions are placed within libraries. Before creating a solution, ensure a library for that solution type exists.

All apps come with a library for the solution types in the table below.

Library Name Library Type Related Solution

Excel Workbooks

Excel Solution

  • Solution level

  • Library level

 for Custom Excel Workflow Solutions

Forms

Form Solution

for Form Workflow Solutions

Queries

Query

for Query Solutions

Reference Data Lists

Reference Data

for Reference Data Solutions

Transactions

Transaction

for Transaction Solutions

As a Global Admin or App Admin, you can create any number of libraries. Once you have created the library, you are ready to create a solution. On the Manage Solutions page, you can do the following:

View a solution

  1. Open the Evolve site.
  2. Go to the Apps page and select the app for which you want to view solutions.
  3. From the Actions menu, select the configuration and go to Manage Solutions page.
  4. Select the library which includes the solutions you want to view.
  5. For each library available to you, the following details are noted:
    • Name
    • Description
    • Created by
    • Created Date
    • Modified by
    • Modified Date
Note:

To filter and sort on libraries, use the option at the top right of the libraries table.

Delete a solution

  1. Open the Evolve site.
  2. Go to the Apps page and select the app for which you want to view solutions.
  3. From the Actions menu, select the configuration and go to Manage Solutions page.
  4. Select the library, and then select the solution you want to delete.
  5. Click the Delete button and confirm the deletion.
Note:

Deleting a solution moves it to the recycle bin. Global Administrators can restore solutions at any time. When you delete a solution, the solution SQL view (created for Reporting) and all reports which draw upon that SQL view are retained - they are not deleted.

Manage solution permissions

Solutions inherit all permissions of the library they belong to. You can choose to edit the inherited permissions for specific solutions.

To manage solution permissions, you must have the following global roles or be a part of the following permission groups:
  • Global Administrator
  • App Administrator

Edit/change solution permissions

To edit/change solution permissions:

  1. Click the Apps menu. Go to the app for which you would like to edit/change solution permissions and click the icon in the Actions column.
  2. Click Configurations and click on Manage Solutions.
  3. Select the Library from the libraries window and then select the solution for which you want to edit/change permissions.
  4. Click the Manage Permissions button. The Manage Solution Permissions page will appear.
  5. Click the library permission category (Library Solutions or Processes) you wish to edit/change and click Stop Inheriting Permissions.
  6. When prompted to confirm, click Yes.
  7. You can opt to delete permission groups by clicking the ‘X’ next to that group. You can also opt to add another group by selecting it from the drop-down list.
  8. Click Save. You will be notified that the unique permissions for that solution have been updated successfully.

Check where a solution is used

  1. Open the Evolve site.
  2. Go to the Apps page and select the app for which you want to check the solution usage.
  3. From the Actions menu, select the configuration and go to the Manage Solutions page.
  4. Select the library, and then select the solution for which you want to check usage.
  5. Click Usage to view all instances where the solution is used.
Note:

Only deployed solutions are counted when identifying the number of times a solution has been used.

Unlock a solution

While Solution Developers are editing Forms solutions, the solution is locked by the Solution Developer. Global and App Admins can unlock the solution by following these steps:

  1. Open the Evolve site.
  2. Go to the Apps page and select the app which includes the solution you want to unlock.
  3. From the Actions menu, select the configuration and go to the Manage Solutions page.
  4. Select the library, and then select the solution you want to unlock.
  5. Click Unlock Solution.