Projects

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.

Skip ahead to a guide about:

Manage Projects

You can manage all projects from the Manage Projects page found in the top-right dropdown menu.

Find Projects in the dropdown menu

On the ‘Manage Projects’ page you can create, modify and remove Loome Monitor projects.

Manage Projects here

Create a New Project

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.

Add a new project using this button at the top right

Edit a Project

To edit the title of a project, please click on the edit button on the project’s right.

Edit a project here

Delete a Project

To delete a project, please click on the bin icon on the right.

Delete a project here

View the Rules of a Project

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.

View all alerts in a project here

Click on the title of a project to be directed to the project page

Loome Monitor Homepage

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.

Homepage

Projects Slide-out

You can choose your project from the sidebar on the left.

Choose a project from the slide-out

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.

Manage projects in the slide-out

Administrators can also create a new project from this slide-out.

Create new project from the slideout

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.

New project

The Project Page

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.

Add a new rule to this project

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.

  • On the card of a rule, you can click on the run button to execute this rule.

Run an alert from an alert card

It will display the progress of the execution of this rule and you can view its execution steps in the expanded slide-out.

Run an alert from an alert card

Edit a rule

  • Click on the results button to view the results of this rule. You will be directed to its results page.

View the results of an alert from its alert card

  • Click on the Delete button to delete this rule. You will be prompted to confirm that you would like to remove this rule.

Delete an alert

  • When you are running a rule, you also have the option to cancel its execution via the cancel button on the rule card or row, and execution slide-out.

Cancel an alert

  • When running a rule from its card or row, you can also click on View Execution Status to expand the execution steps slideout and view its progress.

Cancel an alert

Card and List View

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.

List or Card view

If I clicked on list view, then the rule will display as shown in the image below.

List view