You can perform an action within a project. On the Project page, Select select the project and click the icon under the Action column to icon Image Added to view the action menu. These are the following actions which you can perform within a project. In addition, you can also check-in the activity, if you have enabled versioning in your Adeptia Connect installation.
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You cannot create an activity from the Projects page. You can only manage activities from this page. |
Before performing the activityan action within a project, 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 Click the Action Image Added icon under the Action column to view the action menu of the project you want to edit .Click the icon under the Action column and and then click Edit.
- On the Edit Project screen, update the project and click details.
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- Click Save.
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Follow these steps to view the Templates applicable to the existing projects. - Go to Configure > Project to view the list of existing projects.
- Select Click the Action Image Added icon under the Action column to view the action menu of the project you want to view templates.
- Click the icon under the Action column and click View Templates .It and 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. - Go to Configure > Project to view the list of existing projects.
- Select Click the Action Image Added icon under the Action column to view the action menu of the project you want to view Web Forms.
- Click the icon under the Action column and click View Web Forms.It and 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. - Go to Configure > Project to view the list of existing projects.
- Select Click the Action Image Added icon under the Action column to view the action menu of the project you want to view activities.
- Click the icon under the Action column and click View Activities.It and it will redirect you to Manage Object page.
User gets - Page and display the list of activities which are applicable to this project.
You can get manage the activities at Manage Object Page by using Project, Activity, and Search properties to view and manage the activities at Manage Object Page. User You 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. - Go to Configure > Project to view the list of existing projects.
- Select Click the icon Image Added under the Action column to view the action menu of the project you want to move the activities.
- Click the icon under the Action column and click Move All. Move All and you will see Move Project page.
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- 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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You can grant access to partners of a projects using this option. Follow these steps to grant access to partners. - Go to Configure > Project to view the list of existing projects.
- Click the icon Image Added under the Action column to view the action menu of the project.
- Click Grant Access and you will see the Grant Access page with list of Partners.
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- Click Grant Access to provide access to a particular Partner.
Select Yes, grant it to grant the access.
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You can select number of Partners by clicking Grant Access. |
- A confirmation message is displayed.
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title | Synchronize With Head |
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You can sync all the activities of a project to latest version by using Synchronize With Head option. With this option, you can check-out the project. Follow these steps to check-out the project. - Go to Configure > Project to view the list of existing projects.
- Click the icon Image Added under the Action column to view the action menu of the project.
- Click Synchronize With Head and a dialog box appears prompting you to confirm synchronize project with Head.
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- Click Yes to check-out the project and confirmation message is displayed.
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