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A Project in Adeptia Connect provides different types of activities, such as a Template, Web Forms, Mapping, Accounts, and Layouts. You can save all objects within a Project: in other words, a Project is a container for these activities and objects.

Also, Projects help you manage objects of your process within a Project and perform basic operations, such as View, Edit, Move, and Delete. In addition, you can also check the dependencies before deleting an object. However, you cannot create an object within a Project. You can only add an object to a Project by saving the object (at the time of creating or editing the object) within the required project. 

If you create any activities from Transaction Manage page, the project selection option is not available for these activities.

You can create multiple Projects to manage and organize different processes, and manage all these Projects from a single screen and perform the basic operations, such as Create, View, Edit, Move, and Delete on these projects. Adeptia Connect already has a project named Default and if you do not add your object in any of the projects, or if you do not select any project while creating or editing the object, then by default, the objects will be added in the Default project.

Following are the major subsections:

 

Section NameDescription

Creating a Project

Step-by-step instructions to create a new project.

Adding an Activity to a ProjectCreating and saving an activity within a project.

Performing an Action within a Project

Step-by-step instructions to perform an action to a project.

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