Click on the Perspectium Spoke app and choose Buy. You will then be prompted to log in with your HI credentials and purchase a license and entitlement to the app.
UI Step
Navigate to Available Applications
Shortly after the app has been entitled for your instance, go to your instance and then in the Filter Navigator of the Application Navigator, type in Available applications to navigate to System Applications > All Available Applications > All.
Image Added
UI Step
Install Perspectium Spoke
Search for the application by typing in Perspectium in the search bar.
Image Added
The Perspectium Spoke app should appear in the list with an Install button to the right. Click on the button and wait for it to finish installing.
UI Step
Navigate to Email Properties to allow outbound emails
Ensure you are in the Global application scope. In the Filter Navigator, type in Email properties to navigate to System Properties > Email Properties. Under Outbound Email Configuration, check the box for Email sending enabled. This will allow email notifications in the case sharing a record fails.
Image Added
UI Step
Allow outbound emails
Under Outbound Email Configuration, select the checkbox for Email sending enabled and click Save.
Image Added
UI Step
Navigate to Flow Designer
The Share Records flow is in the list of Flows and is ready to be customized.
