Designer Home Page Overview

This section covers the appRules Designer environment. It covers the main components including the toolbox, the designer, the property grid associated with the active activity, the Main Menu and Ribbon bar.

Designer

appRules Designer

Main Menu

The main menu gives you access to the general features:

• System settings including runtime, user, data source and project definitions.

• The Run menu for directly running jobs.

• Logs/Statistics for viewing logs and statistics from running and completed jobs.

• Check In/Check Out for checking in and checking out project databases.

• Job Monitor for monitoring running jobs.

Designer

The Designer is the work surface for composing appRules projects. It is the drag/drop environment on which activities are defined and connected to form the flow of the process. To add a workflow activity to any part of the designer, drag it from the toolbox and drop it on the designer.

ToolBox

The Toolbox shows the available workflow activities including the Generic activities and appConnector activities. The activities in the toolbox are grouped into sections.

Project Toolbar

The project toolbar gives you access to the project management tools and the properties of the currently opened Project

Main Menu

Menu	Option	Description
File	Log Into Project Database	To Open a different project Database
	User Settings	To Edit the current user settings
	Configure Toolbox	To Add or Remove activity modules from the current Toolbox
	Master Admin Options	This submenu gives access to the Admin features (Create New Project Database and other utilities).
	Developer Options	If the current user is a developer, his submenu includes options for additional settings including project settings.
	Log Out	Log Off from the current database and close the application
Settings	RunTime Settings	Define the runtime settings for the different environments (Test, Production, Development…)
	Users	(Admin Only) Define and change user types and settings.
	Data Sources	Manage settings for the Data Sources used in the current project database including metadata generation and connections
	Projects	Manage the settings for all projects in the current project database including Conditions, Actions, Schedules, Notifications, etc.
Run	Validate Project	Validates a selected project and displays results.
	Run Project	Runs a select project directly
	Rerun Data Migration Job	If the platform product is Data Migration Engine or the Enterprise Portal, this option reruns a data migration job.

Logs/Statistics	Project Run Details	Displays the complete Logs/Stats of a selected project ordered by Run Instances
	Project Run Instances	Displays the Run Instances of a selected project
	Database Log Entries	Displays the contents of the logs for a selected project based on a specific date range.
	Project Activity Statistics	Displays the statistics related to project activities.
	Project Data Source Statistics	Display the statistics about the project data sources.
	System Log Files	Access the optional log files generated if extended logging is selected at runtime.
CheckIn/CheckOut	CheckIn Project Database	Checks in (copy) one project database into another. Note: Source records are not locked for editing.
	CheckOut Project Database	Checks out (copy) one project database into another. Note: Source records are locked for editing.
Data Source Browser		Browse selected records in any supported data source type using the data source browser.
Job Monitor		Monitor and control all running jobs using the Job Monitor.

Project Toolbar

Options	Description
New	Creates a new project.
Open	Opens an existing project.
Save	Saves the current project designer settings.
Details	Displays the Project Details for the currently selected project. Project settings including, schedule, notifications, variables, etc. can be added, changed or deleted.
Validate	Validates the current project and displays the results.
Run	Runs the current project
Logs/Stats	Displays logs and statistics for the current project
Undo	Undo the last designer action
Redo	Redo the last designer action
Zoom in	Increase the size of the designer view
Zoom out	Decrease the size of the designer view
Delete	Deletes the selected activities from the designer view

Adding Modules to the Toolbox

To include activity modules in the toolbox, click the gear icon located at the top right of the toolbox in the home page or select "Configure Toolbox" from the File Menu:

Select the modules to be included from each category (eg CRM, ERP, etc.) and Click ”Reset Toolbox” when done.