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You can perform an action within a project. On the Project page, select the project and click the Action icon 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 Suite installation.
Before performing an action within a project, ensure that you have logged into Adeptia Connect with Admin or IT User rights.
Edit
Follow these steps to edit the existing project.
- Go to Configure > Project to view the list of existing projects.
- Click the Action icon under the Action column to view the action menu of the project you want to edit.and then click Edit.
- On the Edit Project screen, update the project details.
- Click Save.
View Templates
Follow these steps to view the Templates applicable to the existing projects.
- 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.
View Web Forms
Follow these steps to view Web Forms applicable to the existing projects.
- 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.
View Activities
You can view the activities applicable to the existing projects.
- 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.
Move All
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 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.