Performing an Action within a Project

Owned by Akash Kumar Jaiswal (Unlicensed)
Last updated: Mar 01, 2019Version comment
5 min read

You can perform an action within a project. On the Project page, select the project and click the 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 Connect installation. 

You cannot create an activity from the Projects page. You can only manage activities from this page.

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.

  1. Go to Configure > Project to view the list of existing projects.
  2. Click the  Action  icon under the Action column to view the action menu of the project you want to edit and then click Edit.
  3. On the Edit Project screen, update the project details.



  4. Click Save.
 Delete

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

  1. Go to Configure > Project to view the list of existing projects.
  2. Click the  Action  icon under the Action column to view the action menu of the project you want to delete.
  3. Click Delete. A dialog box appears prompting you to confirm the deletion. 



  4. Click Yes, delete it to delete the project.
  5.  If the project you want to delete has activities with dependencies on other projects, you will see Move Project page. 



  6. Click Move & Delete after selecting the Target Project and User and confirmation message is displayed.


 View Templates

Follow these steps to view the Templates applicable to the existing projects.

  1. Go to Configure > Project to view the list of existing projects.
  2. Click the  Action  icon under the Action column to view the action menu of the project you want to view templates.
  3. Click View Templates and 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.

  1. Go to Configure > Project to view the list of existing projects.
  2. Click the  Action  icon under the Action column to view the action menu of the project you want to view Web Forms.
  3. Click View Web Forms and 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.

  1. Go to Configure > Project to view the list of existing projects.
  2. Click the  Action  icon under the Action column to view the action menu of the project you want to view activities.
  3. Click View Activities and it will redirect you to Manage Object 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.

 You 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.

  1. Go to Configure > Project to view the list of existing projects.
  2. Click the  icon  under the Action column to view the action menu of the project you want to move.
  3. Click Move All and you will see Move Project page.



  4. Select the Target Project and Target User from the drop-down list and click Move.
  5. Your activities will be moved to respective Target Project and User.




 Grant Access

You can grant access to partners of a projects using this option.

Follow these steps to grant access to partners.

  1. Go to Configure > Project to view the list of existing projects.
  2. Click the  icon  under the Action column to view the action menu of the project.
  3. Click Grant Access and you will see the Grant Access page with list of Partners.



  4. Click Grant Access to provide access to a particular Partner.

  5. Select Yes, grant it to grant the access.



    You can select number of Partners by clicking Grant Access.
  6. A confirmation message is displayed.




 Synchronize With Head

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.

  1. Go to Configure > Project to view the list of existing projects.
  2. Click the  icon  under the Action column to view the action menu of the project.
  3. Click Synchronize With Head and a dialog box appears prompting you to confirm synchronize project with Head.



  4. Click Yes to check-out the project and confirmation message is displayed.