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.
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.
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.
The Toolbox shows the available workflow activities including the Generic activities and appConnector activities. The activities in the toolbox are grouped into sections.
The project toolbar gives you access to the project management tools and the properties of the currently opened Project
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.
Main Menu
Designer
ToolBox
Project Toolbar
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.
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
