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. 

The New Project express connect assistant will be displayed.

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 versus development.
• Project Source: 
  • Blank - a complete blank project will be created, you will need to configure workflows and other project assets from scratch. 
  • Upload a File - If you have exported a project file from another project instance, you can upload it with this option. You will need to set up connection configs, as exported project files include placeholder configs only.
  • Template - Select this option if you wish to start with an existing workflow template. Templates are provided 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. 

Next