Import a BrightWork Custom Solution

Import a Custom Solution Supplied by BrightWork

  1. Navigate to the Solutions folder in the BrightWork 365 install environment using the link https://make.powerapps.com
  2. Click Import.

  3. Select the solution ZIP file supplied by BrightWork and click Next.
  4. Click Import. The import process will take approximately 20 minutes. Wait until the upgrade completes and the progress bar turns green. It is safe to ignore any timeout messages you may see during this process.
  5. After the conclusion of the import process, if the security role <Customer Name> Team Member exists, all BrightWork paid license users (not free license users) will need to be added to it. If other <Customer Name> security roles exist, you will need to determine which of these security roles each of your users should receive, similar to how you would decide for other BrightWork security roles.

Import Custom Solution Forms Supplied by BrightWork

  1. Open the BrightWork 365 app and click into the Admin area from the bottom left of the app screen.

  2. Click Forms on the navigation sidebar.

  3. Click Import from Excel > Import from CSV and select the forms CSV file supplied by BrightWork.
  4. Click Next.
  5. Click Review Mapping.
  6. Click Finish Import.
  7. Click Track Progress and wait until the import has completed.
  8. Click Done.

Import Custom Solution Templates Supplied by BrightWork

  1. In the app's Admin area, click Templates on the navigation sidebar.

  2. Click Import from Excel > Import from CSV and select the template CSV file supplied by BrightWork.
  3. Click Next.
  4. Click Review Mapping.
  5. Click Finish Import and wait until the import has completed.
  6. Click Done.