You can perform an action within a project. On the Project page, Select the project and click the icon under the Action column to view the menu. These are the following actions which you can perform within a project. Before performing the activity, ensure that you have logged into Adeptia Connect with Admin or IT User rights.
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Follow these steps to edit the existing project. - Login as an Administrator or IT user.
- Go to Configure > Project to view the list of existing projects.
- Select the project you want to edit.
- Click the icon under the Action column and click Edit.
- Edit the project and click Save.
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You may want to delete a project from Adeptia Connect after you have achieved your objective. You can only delete a project if: - You are an Administrator or IT user.
- You are owner of the Project to be deleted.
- Project has no activities. Delete the activities of a project before deleting it. You must ensure that activities have no dependencies on other projects; else you need to move those activities to the relevant project. If you have not moved the activities with dependencies to another project, you will be automatically directed to the Move Activity page where you are required to select another project.
Steps to Delete a Project - Login as an Administrator or System Admin user.
- Go to Configure > Project to view the list of existing projects.
- Select the project you want to delete.
- Click the icon under the Action column and click Delete. A dialog box appears prompting you to confirm the deletion.
- Click Yes, delete it to delete the project.
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Follow these steps to view the Templates applicable to the existing projects. - Login as an Administrator or IT user.
- Go to Configure > Project to view the list of existing projects.
- Select the project you want to view templates.
- Click the icon under the Action column and click View Templates.
- It will redirect you to Template Manage Page (Configure > Templates) and display the Templates which are applicable to this project.
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Follow these steps to view Web Forms applicable to the existing projects. - Login as an Administrator or IT user.
- Go to Configure > Project to view the list of existing projects.
- Select the project you want to view Web Forms.
- Click the icon under the Action column and click View Web Forms.
- It will redirect you to Web Form Manage Page (Configure > Web Forms) and display the Web Forms which are applicable to this project.
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You can view the activities applicable to the existing projects. - Login as an Administrator or IT user.
- Go to Configure > Project to view the list of existing projects.
- Select the project you want to view activities.
- Click the icon under the Action column and click View Activities.
- It will redirect you to Manage Object page.
User gets Project, Activity, and Search properties to view and manage the activities at Manage Object Page. User can filter the project and its activities by selecting the project from the drop-down list of Select Project box. |
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You can move an activity of a project to another project. You can move either all activities or the selected activities of a project. Follow these steps to Move an Activity to another Project. Login as an Administrator or IT user. - Go to Configure > Project to view the list of existing projects.
- Select the project you want to move the activities.
- Click the icon under the Action column and click Move All.
- Select the Target Project and Target User from the drop-down list of window and click Move.
- Your activities will be moved to respective Target Project and User.
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