How-to Create Packages

  1. Click the Projects tab in the MyBar.
  2. From the Project Information Card of the Workspace Project you wish to create a Package from, click the Cogwheel icon, located at the bottom-right corner of the card.
  3. Select Package from the Sections Bar.
  4. Next, select the "Create" button. 
  5. Populate the required fields within the "Create New Package" configuration page, select the required Forms, Reports, Workflows and/or Lookup Tables and click the "Save" or "Save & Close" button.
  6. If required, select the "Edit" button to further edit the Package details.


The ability delete unwanted Packages require certain Permissions. If you need further assistance, please submit a Ticket or contact your Customer Success Specialist directly.

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