Creating a Designer Project
  • 08 Jul 2022
  • 2 Minutes to read
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Creating a Designer Project

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Overview

Designer Projects are folders that store all objects in an instance such as other Folders, Designer Folders, and Designer Elements (e.g. Flows, Forms, Rules, etc). 

They are visible in the Studio in the Folder Tree but are not visible in the Portal.

On the other hand, Folders are visible in the Portal, but cannot create any Designer Elements since they are intended to store data, documents, and comments to prevent cluttering a Designer Project.



Example

There are two methods to create a Designer Project in the Decisions Studio:

  • Clicking the plus icon to the right of FOLDERS atop the Folder Tree.
  • Using the Action Menu on an existing Designer Project. 
  1. In Decisions Studio, right-click an existing Designer Project (ex: My Apps) in the Folder Tree. From the Action Menu options, select Create Folder

  2. In the Create Folder window, click CREATE under Create Designer Project.

  3. In the Create Designer Project panel, declare a Name (ex: New Designer Folder).

    To place the new Designer Folder at the root of the Studio Folder Tree, check the At Root option; leaving it unchecked will place it inside the existing Folder.

    To prevent users from creating root folders, disable the Show Add Root Folder Button in the Root Folder section of the Portal Settings.

    Click CREATE to finalize.

  4. The new Designer Project will be displayed in the specified location.



Copy a Designer Project

  1. Right-click any Designer Project from the Folder Tree. When the Action Menu appears, navigate to Manage > Copy Designer Project.

  2. The Copy Designer Project window appears with several configuration options. At the very minimum, a new name must be provided for the copy.

    Select COPY once all desired configurations are made.
    Setting NameDescription
    New NameName of the new copy Designer Project
    Copy To RootToggles placing the copy Designer Project at the root level in the Folder Tree.

    New Parent FolderAllows selection of the copy Designer Project's new Folder it will reside within.
    Select Entities To ExcludeToggles excluding specific items from the copy Designer Project.

    Exclude ItemsAllows selection of which item(s) the copy Designer Project will not retain.
    Use Existing TypeToggles if the copy Designer Project will utilize the same type name as its original

    Change Name ToPrompts for new name of the copy Designer Project's type name.

  3. A copy of the original Designer Project is then created at the desired location. The copied Designer Folder and all its copied contents are their own entities with their own unique IDs.


Deleting Designer Folders

  • Complete - Deletes both the Designer Project and all of its items. Deleted items are not visible in the default Folder Report, but are recoverable.
  • Keep Contents - Deletes just the Designer Project. When selected, items relocate to either their parent Designer Project or a specified Designer Project in the instance.



Best Practices

Within a new Designer Project, it is a best practice to populate it with child Designer Projects for each Designer Element.

For example, a parent Designer Project may contain Designer Projects for each Designer Element the process intends to use with names such as 'Data Structures' 'Flows', 'Forms', and 'Rules'. 

Notice in the screenshot below the child Designer Projects appear within the parent Designer Project in the center List View and also appear underneath the parent Designer Project in the Folder Tree.



For further information on the Portal, visit the Decisions Forum.

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