Configuration
PRE-REQUISITE
User must be assigned to the Role Collection PartnerflowConfigurator in order to access this application. For more information: Security.
The Partnerflow Solution can be configured through the Configuration cockpit without any coding.
To do so, simply go to the "Config Cockpit" tile:
The following Configuraiton Objects are available. For more details, please see the Configuration Guide provided with your solution.
- Global Settings
- Scenarios
- Account Groups
- Business Units
- Business Unit Assignments
- Paths
- Steps
- Assignment Schemas
- Personas
- Security Groups
- Field Schemas
- Field Visibility Groups
- Fields
- Step/Field Assignment
- Notifications
- Notification/Step Assignment
Administrators also have the ability to Import/Export the entire configuration for mass update or to trasnport it into a new environment.