The fundamental building block to getting the most from Zigaflow
6 articles
Pre-Builds ExplainedWhat they are and what they do
Create or Find a Pre-buildHow to create or edit a pre-build in any module
Setting up a Pre-BuildAutomated Messages, tasks, default templates and more
Setting the Document and Email Templates on a Pre-BuildThese are automatically used when a quotation, job/order, etc., is created from the pre-build.
Pre-Builds - Set when an eForm is to be Created and LinkedAn eForm can be automatically created when the parent quotation, job/sales order moves to a new status
Pre-Builds - Set When a Feedback Form is GeneratedSet the status that a feedback form is generated on a pre-build