Saving Custom Services to Settings

Making a custom service ready to use in other projects is easy!

Saving Custom Services as Standards

There are a two ways to create standard services from custom services in a project.

  1. Save to Settings: On any custom service, you will have the option to Save to Settings available in that service's context menu. This will create a new Settings version of that service available for approval by the LOB's Service Approver defined in the LOB's settings.

  2. Creating a Project Blueprint: Creating a Blueprint from an Approved Project that contains custom services will automatically create Settings versions of all of the services present in the project, and add those Services to the Blueprint. When the Blueprint is later used to create a new project, those created pre-defined services will be added. Note: With this method, these services will be created in Settings directly in the Approved state since they were added to a Blueprint

Approving Custom Services once in Settings

Unapproved services have a small yellow dot to the left of the service's title in the Services section of the settings menu:

Services that feature Subservices that need to be approved have a dark blue dot:

To approve a service that needs approval, you can either click the thumbs up icon that appears to the right of that service's information when you hover over it...

...or, if you click the service and open it up, you can click "Approve" at the bottom of the list of Subservice, next to the update button.

To approve subservices, you can click the thumbs up icons to the right of the subservice, near their ordering arrows.