Project

Learn how to create a project and configure workflows

Introduction

A project is a collection of processes and workflows. It contains a set of instructions for pulling data out of source systems and placing it into Target Systems. A project can be a simple worklfow for email automation or can have embedded processes and worklfows for mapping between two systems.

Concepts of a Project

Create Project

Follow the steps below to create a project:

Login to DBSync Cloud Workflow by navigating to the DBSync website.
Click on 'Login' and choose 'Cloud Workflow' as shown in the image below:

Provide your 'User Name' and 'Password' setup during signup and click 'Login'.

You will be redirected to DBSync Cloud Workflow Home Screen as shown below

Click 'Create' next to the 'Project' icon and you will get a pop-up to provide a desired name.
Click Ok
You will be redirected to the Task screen.

Refer Tasks for more information on creation and configuration of workflow

Add Template

DBSync Cloud Workflow provides pre-built solution templates for various connectors enabling automation for various business operations.

In order to add a pre-built template follow the steps below:

Navigate to 'Home Screen'
Click on 'Add Template' next to the projects section

Choose the desired template from the list of available options

Click 'Import'
Provide a desired name for your project and click 'Next'
Choose to integrate or merge apps or use your own application credentials

Click the 'Setup' icon next to the workflow to run it or click 'Configure' to modify workflows

Import Project

You can import a project from the task screen.

Follow the steps:

Open a desired project
Click on the drop-down next to 'Task'
Click 'Import'
Choose to browse or upload a project zip folder
Click Save

You can download or share a project from the Flow Screen

Follow the steps:

Open a desired project
Click on the drop-down next to 'Task'
Click 'Create'

Enter a name for your process and click 'Select Agent'
From the list of option choose 'Assign to Bot' for creating an automated workflow.
You can choose to maintain manual tasks by choosing other options