Configuring Locations

Overview

The Locations Folder stores various information about companies and divisions within an organization, as well as their users. Users can store Address information of the company or division, and/or its Business Days, and Business hours. These Locations will be used as components for the creation of Flows, Forms, Rules, and Reports.

Example

This example will demonstrate how to add a Location and a Holiday to use within Decisions.

1. Navigate to System > System Data > Locations.
2. Click the ADD LOCATION button in the top Action bar. 
3. In the Add Location window, define the LOCATION INFORMATION, entering any relevant information to its respective Property.
4. Configure BUSINESS HOURS by toggling each checkbox for Work Days, then selecting a time from the Open Time and Close Time dropdown menus. 
   1. Click SAVE to save configurations and exit. 
      Users may edit any Location details via the Edit Action found under the Location Actions menu.
      
5. From the Locations Folder, right-click the newly added Location and select Add Holiday. 
   1. Enter a Name then a Description.
   2. Set the HolidayDate.
   3. Click SAVE to save and exit.