Skip to main content

Create and Delete a Project

Projects appear in the Project Explorer under the open workspace. Projects contain workflows, processes, resources, and connections.

Create a new project​

Create a new project that will have workflows, processes, and files that you can use to complete your business tasks.

Create a new project through File menu​

You can create a new project using the New option available in the File menu.

tip

In addition, you can also click available on the status bar and create a project.

To create a new project:

  1. In Process Studio, click File and select New. The sub-menu appears.

  2. Select New Project. The Create Project dialog appears.

    Figure 15: Create Project dialog

  3. In the respective tabs, enter the field details.

    FieldDescription
    Project tab:
    Project NameEnter the name of the project.
    NOTE: It is recommended not to use special characters in your project name.
    DescriptionEnter a description of the project.
    Created DateDisplays the project creation date and time.
    Last Updated DateDisplays the date and time when the project was updated.
    Others tab:
    Associated Process NameSpecify the name of the process that you want to associate with the project.
    After publishing the workflow successfully, you can see the associated process name in the Update Workflow page in AE server. For more information, see the Workflows 🡪 Workflow List section in the AutomationEdge User’s Guide.
    Associated Process CodeSpecify a process code based on which the user must name the step or entry in the workflow or process.
    For more information on how to configure a process code rule, see the Workflows 🡪 Inspection section in the AutomationEdge User’s Guide.
    Tags tableNOTES:
    - You can specify a maximum of five tags.
    - Tags can contain alphanumeric characters, hyphens, and underscore. However, spaces in tag names are not supported.
    For example:
    Supported tag name: google-1.
    Unsupported tag name: google 1.
    - The tags added through the Process Studio are at project level and are available in the AE server after the workflow is published.

    Important:
    Tags on the AE server will not be updated during a workflow update.
    Therefore, if you need to modify the tag details, then you can do so through AE server only. The tags are updated at the workflow level. For details, see Work with Workflows in the AutomationEdge User’s guide.
    Tags edited directly on the AE server will not be synchronized with the Process Studio project.
    TagsSpecify tags for the project. Providing tags can help with faster search for a project or workflow.

  4. Click Create. The new project appears under the open workspace in the Project Explorer.

    Figure 16: New project in Project Explorer

    Note

    You can also create a project through the contextual menu.

Delete a project​

You can delete a project and supporting resources permanently from the file system.

To delete a project:

  1. In the Project Explorer, select the project that you want to delete, and right-click on it. The contextual menu appears.

  2. Select Delete from file system, a confirmation dialog appears. Click Yes to delete the project folder and supporting resources permanently from the file system.

Last updated on