How to create a Solution Management?

How to create a Solution Management?

Feature:

The Solution Management feature is designed to facilitate the sharing of solutions among various vendors within the company. This functionality supports many-to-many interactions between Solution Providers and different Vendors within the organization.


Who Will Use This Feature?

This feature will be utilized by users within the company.

Benefits:

Implementing the Solution Management feature offers Solution Providers within the company an opportunity to promote their solutions among vendors within the same organization.

Process:

1. To enable the 'Solution Management' feature, please submit a ticket to support@mindmatrix.net.
2. Once the 'Solution Management' feature is activated for the company, go to 'Setup' > 'Solution Manager' to verify whether the 'Solution Management is enabled or not'.
Steps:

- Once the 'Solution Manager' feature is enabled, navigate to 'Setup' > 'Custom Fields' > 'Solution Custom Fields'.
- Clicking on this menu will load the 'Solution Custom Fields' page, which will display all the Solution types created within the company. The grid includes features such as Search, Filters (if applied to any Solution Types), Sorting (default by 'Created On'), and the 'Delete' action.

Creating a Solution:
Clicking on "Create" initiates a step-by-step process:

Step 1 - Info: This step includes mandatory information such as Name, Description, and Filters.
Step 2 - Fields: Optional step where custom tabs and fields for the Solution Type can be added.
Step 3 - Sharing: In this step, users can share the Solution Type with Company/Users/User Groups/Organizations/Organization Groups. Permission levels include 'View', 'Edit', 'Delete', and 'Owner', each granting different access rights. Super/Site Admins can also create 'Solution Categories' for filtering Solutions.

Creating Solution Categories:

- Created Solution Categories in the company are displayed with sorting options for Name and Updated On, as well as a search function and the 'Delete' action.

- Clicking on the "Filters Used" count will load the added filters page, and clicking on "Solutions assigned" will display a list of Solutions with the option to remove filters from the category.


Creating Filter Categories:
- When creating a filter category, the name is mandatory and unique per company.
- At least one filter needs to be added to activate the category.
- Users can add unique filters per category or import multiple filters.

Here is a KB article for creating a "Filter Category" (Click Here)

Roles and Permissions:

Roles include a feature checkbox permission for 'solutions'. Users with this permission and Super admins will have access to create Solutions.

Creating Solutions:

- Navigate to Setup > Solution Management > Solutions
- This page displays all the Solution Types shared with the user and the Solutions created within the organization (based on user organization level).
- The grid offers features such as Search, Filters (if applied to Solution Types), List and Thumbnail Views, Sorting (default by 'Created On'), and the 'Delete' action.

Creating a Solution:

1. Info: This step includes mandatory information like Name, Description, Thumbnail, Banner (Web banner/Image/Image Banner selection), and Filters.
2. Details: Custom fields of the Solution Type are displayed, allowing the user to enter field values for the Solution.
3. Related Assets: Users can provide filters for Playbooks, PDFs, Documents, Videos, Courses, and Curriculum that will be associated with the Solution.
4. Related Products: Filters for Product Database Types can be added, which will be associated with the Solution.

Solution Center:

All users will have access to the "Solution Center," where they can create their own Solution Stack. Super Admins can configure the banner displayed to all users.

Users can add Solutions to their stack and rate them. The Solution Center displays newly added Solutions (within the last 30 days) and trending Solutions.
- Trending Solutions

Guided Search:

Users can use the 'guided search' to filter solutions from the list. These filters are populated from the Categories created within the company.
**Viewing a Solution:**

When a particular Solution is opened, the Description and banner (if added in the 'Overview' section) are displayed. Filtered Product records are shown in the "Related Products" section.
Any custom tabs for the Solution are displayed after the 'Overview' section.
Filtered Playbooks, LMS, Documents, videos, and PDFs are displayed in the 'Training/Marketing/Sales Playbook and Related Documents' tab.

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