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

• Add template

• Import a project

• Download or share 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:

Login to Cloud Workflow

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

Enter Login Credentials

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

Home Screen

• 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.

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

Add template

• Choose the desired template from the list of available options

Pre-built Templates

• Click 'Import'

• Provide a desired name for your project and click 'Next'

• Choose to integrate or merge apps or use your own application credentials

Merge Applications

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

Task Screen

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

Import Project

Download or Share Project

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'

Create Task

• 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

Assign to Bot

• Click Configure

• You will be redirected to the 'Flow' Screen

• Click the Gear icon to access options to 'Download' or 'Share' the project.
• Easily share or download projects