Projects are used to categorize your rules. Your rules may apply to multiple areas of your organization, you can categorize them into different projects to easily find each rule. This means you may have separate projects for Human Resources, Marketing, Finance and Accounting.
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You can manage all projects from the Manage Projects page found in the top-right dropdown menu.
On the ‘Manage Projects’ page you can create, modify and remove Loome Monitor projects.
To create a new project, please click on the ‘New Project’ button at the top right of this page, where you will be prompted to name this project.
To edit the title of a project, please click on the edit button on the project’s right.
To delete a project, please click on the bin icon on the right.
To view the rules that are in a project, please click on the list icon on the right of a project or click on the title of a project to be directed to its project page.
You can select a project from the homepage. All existing projects are displayed at the bottom of the page.
You can also click on ‘Manage Projects’ beside your existing projects at the bottom of this page to edit your projects as per the guide in the section above.
You can choose your project from the sidebar on the left.
If you would like to manage your projects and edit or delete a project, you can also click on the ‘Manage Projects’ button in the Projects slide-out, and you will be directed to a page with a list of all existing projects as shown in the guide at the top of this page.
Administrators can also create a new project from this slide-out.
Provide a friendly name to easily identify the type of rules that you will add to this project. Click on ‘Create Project’ and you will then be able to select this project on the homepage or left-hand project slide-out.
In a new project, Administrators and Authors can get started by clicking on the Create New Item button. If you would like to read more about how to create a rule, please click here to be directed to the rule creation guide.
If you are viewing an existing project, you will find all related rules for this project on this page.
Currently there are four actions you can select from for a rule on the project page. This will vary according to your application role, learn about what your role can do on the application roles page.
It will display the progress of the execution of this rule and you can view its execution steps in the expanded slide-out.
You can choose to view your rules as cards or in a list.
You can change this view by clicking on the Card and List buttons in the right-hand layout slide-out. These are highlighted in the image below, where the rule is displayed in card format.
If I clicked on list view, then the rule will display as shown in the image below.