Table of Contents

Getting Started with the Solution Library

Niamh Ferns Updated by Niamh Ferns

Solution Library Overview

The Solution Library in DeskDirector allows you to create and deploy pre-built entities to your instance with only a few clicks.

Solutions can include:

  • Service Groups
  • Service Types
  • Forms
  • Task List Templates
  • Surveys
  • Menus
  • Email Templates
  • Workflows
  • Artifacts

Managed Solutions

Managed solutions are a set of first-party managed solutions provided by the DeskDirector team. These are managed internally by our BPA team and we provide full support for them.

Many of these solutions will be used with our PowerPlay offering!

Community Solutions

Community solutions are a set of solutions built by and for the DeskDirector community. This allows for the sharing of solutions between DeskDirector clients.

Please note that these are not maintained by the DeskDirector team.

Deploying Solutions

Existing Solutions

To deploy a solution, simply head to Integrations > Solution Library in your DeskDirector Admin Portal and then:

  1. Search for and select a solution that you would like to deploy
  2. Select your preferred version and then select Deploy:
  3. Select Yes, then Deploy to confirm
  4. You'll see a list of entities as they're created in your instance. Once the deployment has finished, you can close out of the pop-up window:

To confirm, you can check under your Deployed Solutions page:

Creating a New Solution

To create a new solution, click Create Solution under the Managed Solutions tab:

From here you can:

  1. Give your Solution a Name, Short Description, and Full Description:
  2. Click Create Solution:
  3. From the Solution's window, you can then:
    1. Create versions
    2. Add entities
    3. Optionally, archive if you no longer want to publish the solution
    4. Optionally, edit the solution to change the name, changelog, or description

How did we do?

Get started with the DeskDirector Power Automate Connector

Contact