Add a Project

First published on: 02/22/2024/6:53 pm

To create a new project, press the "Add New" (+) button at the top of the Projects menu. 

You'll see the New Project Express Connect Assistant.

Select an application host (marker 1 below) to assign where the project's engine and supporting resources (such as log files) will be hosted. 

Set the project details (marker 2 below): 

• Project name—This will be displayed in the menu. 
• Environment type—Select the environment that best fits your project phase, such as production or development.
• Project source: 
  • Blank—A completely blank project will be created.
    • You'll need to configure workflows and other project assets from scratch. 
  • Upload a file—If you've exported a project file from another project instance, you can upload it with this option.
    • You'll need to set up connection configs, as exported project files include placeholder configs only.
  • Template—Start with an existing workflow template.
    • Templates are available for many common scenarios.

Configure the project details as prompted, then press the "Add Project" or "Add & Configure" button to proceed.

If the project source was either "Upload a Project" or "Template", the config screen will prompt you to fill in all connector configs included with the selected file or template.

Config setup is outlined in the Configure the Project page. 

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