{"id":1459,"date":"2022-03-29T19:40:25","date_gmt":"2022-03-29T19:40:25","guid":{"rendered":"https:\/\/logicbuilder.integroscrm.com\/help\/?page_id=1459"},"modified":"2022-04-13T13:12:14","modified_gmt":"2022-04-13T13:12:14","slug":"projects","status":"publish","type":"page","link":"https:\/\/logicbuilder.integroscrm.com\/help\/projects\/","title":{"rendered":"Projects"},"content":{"rendered":"<p>Logic Builder provides you with the possibility to create Projects to group your flowcharts.<\/p>\n<p>Consider Projects as folders where you can group the flowcharts based on e.g. a module which logic it extends, sandbox\/production, Projects within your company, etc.<\/p>\n<p>Also, you can provide access to your project for other users.<\/p>\n<p><strong>Create new Project<\/strong><\/p>\n<p>There are two ways to create a Project:<\/p>\n<p>1. Upon Login:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1436\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-544cfb6117ba4c47a1323272495ba16c.png\" alt=\"\" width=\"472\" height=\"514\" srcset=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-544cfb6117ba4c47a1323272495ba16c.png 688w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-544cfb6117ba4c47a1323272495ba16c-276x300.png 276w\" sizes=\"auto, (max-width: 472px) 100vw, 472px\" \/><\/p>\n<p>2. Within Logic Builder -&gt; Project menu:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"376\" height=\"533\" class=\"wp-image-1438\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-45850a83bd5b412fa7c091bba72801c2.png\" alt=\"\" srcset=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-45850a83bd5b412fa7c091bba72801c2.png 376w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-45850a83bd5b412fa7c091bba72801c2-212x300.png 212w\" sizes=\"auto, (max-width: 376px) 100vw, 376px\" \/><\/p>\n<p>During Project creation, it is necessary to upload metadata to the Project. Please follow the section&nbsp;<a href=\"https:\/\/teams.microsoft.com\/l\/entity\/com.microsoft.teamspace.tab.wiki\/tab::4d4d3869-05d6-4ca2-82f6-66feba7d2634?context=%7B%22subEntityId%22%3A%22%7B%5C%22pageId%5C%22%3A192%2C%5C%22sectionId%5C%22%3A197%2C%5C%22origin%5C%22%3A2%7D%22%2C%22channelId%22%3A%2219%3AGV9ENoo222eBigmZM5UOMu1ahG_codh5dcdV6Bl6gJU1%40thread.tacv2%22%7D&amp;tenantId=519e02e0-0228-4124-a564-a7023ebd5bf3\" target=\"_blank\" rel=\"noreferrer noopener\">Import Sugar Metadata<\/a>.<\/p>\n<p><strong>Load Project<\/strong><\/p>\n<p>The project can be loaded:<\/p>\n<p>1. Upon Login:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1435\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-159ca86168c444bcb473f19c3d6416de.png\" alt=\"\" width=\"490\" height=\"546\" srcset=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-159ca86168c444bcb473f19c3d6416de.png 674w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-159ca86168c444bcb473f19c3d6416de-269x300.png 269w\" sizes=\"auto, (max-width: 490px) 100vw, 490px\" \/><\/p>\n<p>2. Through Project -&gt; Load Project section<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" width=\"391\" height=\"486\" class=\"wp-image-1432\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-6a2af85ab83b4252bf280bb82b665591.png\" alt=\"\" srcset=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-6a2af85ab83b4252bf280bb82b665591.png 391w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-6a2af85ab83b4252bf280bb82b665591-241x300.png 241w\" sizes=\"auto, (max-width: 391px) 100vw, 391px\" \/><\/p>\n<p>Upon loading the Project, you can load a flowchart or create a new one. Please follow section&nbsp;<a href=\"https:\/\/teams.microsoft.com\/l\/entity\/com.microsoft.teamspace.tab.wiki\/tab::4d4d3869-05d6-4ca2-82f6-66feba7d2634?context=%7B%22subEntityId%22%3A%22%7B%5C%22pageId%5C%22%3A192%2C%5C%22sectionId%5C%22%3A201%2C%5C%22origin%5C%22%3A2%7D%22%2C%22channelId%22%3A%2219%3AGV9ENoo222eBigmZM5UOMu1ahG_codh5dcdV6Bl6gJU1%40thread.tacv2%22%7D&amp;tenantId=519e02e0-0228-4124-a564-a7023ebd5bf3\" target=\"_blank\" rel=\"noreferrer noopener\">Flowcharts<\/a>.<\/p>\n<p><strong>Add Project description<\/strong><\/p>\n<p>You can leave several words describing your project to help you and other users to get an idea of what is particular Project for.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1440\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-b800b15a8ba8414c96adc9640f3018bf.png\" alt=\"\" width=\"340\" height=\"309\" srcset=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-b800b15a8ba8414c96adc9640f3018bf.png 463w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-b800b15a8ba8414c96adc9640f3018bf-300x273.png 300w\" sizes=\"auto, (max-width: 340px) 100vw, 340px\" \/><\/p>\n<p><strong>Sharing Projects<\/strong><\/p>\n<p>You can share your projects with other Logic Builder users.<\/p>\n<p>To add a user with access to create\/edit\/delete\/view flowcharts within the Project navigate to section&nbsp;<strong>Add Project User<\/strong>&nbsp;and provide an email address for the user who should obtain access to the Project:<\/p>\n<p><a href=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-d23a2ad0a5fe48ebb91008c8ae369973.png\" rel=\"prettyPhoto\"><img decoding=\"async\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-d23a2ad0a5fe48ebb91008c8ae369973-1024x263.png\" alt=\"\" class=\"wp-image-378\"><\/a><\/p>\n<p>To add a user to only view the flowcharts navigate to section&nbsp;<strong>Add Spectator<\/strong>&nbsp;and enter an email address of the Logic Builder User:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1434\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-46bd71575559468d9d1a231a2b9b8e55.png\" alt=\"\" width=\"294\" height=\"324\" srcset=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-46bd71575559468d9d1a231a2b9b8e55.png 381w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-46bd71575559468d9d1a231a2b9b8e55-272x300.png 272w\" sizes=\"auto, (max-width: 294px) 100vw, 294px\" \/><\/p>\n<p>To revoke access just&nbsp;<strong>Delete Project User<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1437\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-809aafdd4df4450c8bf9df312111ebea.png\" alt=\"\" width=\"298\" height=\"463\" srcset=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-809aafdd4df4450c8bf9df312111ebea.png 388w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-809aafdd4df4450c8bf9df312111ebea-193x300.png 193w\" sizes=\"auto, (max-width: 298px) 100vw, 298px\" \/><\/p>\n<div style=\"background-color: #ddeaff; border-left: 6px solid #0072b3; padding: 12px;\">\nNote: only project creator has the right to update Project Metadata.<\/div>\n<p><strong>Delete and Leave Project<\/strong><\/p>\n<p>You could delete project if you own it:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1439\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-a96dacda2ddf47c78c6d2876ad762379.png\" alt=\"\" width=\"283\" height=\"515\" srcset=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-a96dacda2ddf47c78c6d2876ad762379.png 468w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-a96dacda2ddf47c78c6d2876ad762379-165x300.png 165w\" sizes=\"auto, (max-width: 283px) 100vw, 283px\" \/><\/p>\n<p>Or leave project if you didn\u2019t create it:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1433\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-16ed0b120d3347b2ac5eca40d95c6f9d.png\" alt=\"\" width=\"312\" height=\"609\" srcset=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-16ed0b120d3347b2ac5eca40d95c6f9d.png 463w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-200-16ed0b120d3347b2ac5eca40d95c6f9d-154x300.png 154w\" sizes=\"auto, (max-width: 312px) 100vw, 312px\" \/><\/p>\n<div style=\"text-align:left\" class=\"yasr-auto-insert-visitor\"><!--Yasr Visitor Votes Shortcode--><div id='yasr_visitor_votes_1459' class='yasr-visitor-votes'><div class=\"yasr-custom-text-vv-before yasr-custom-text-vv-before-1459\">Click to rate this post!<\/div><div id='yasr-vv-second-row-container-e156a39c15700' \n                                        class='yasr-vv-second-row-container'><div id='yasr-visitor-votes-rater-e156a39c15700'\n                                      class='yasr-rater-stars-vv'\n                                      data-rater-postid='1459' \n                                      data-rating='0'\n                                      data-rater-starsize='24'\n                                      data-rater-readonly='false'\n                                      data-rater-nonce='fa81b01ba5' \n                                      data-issingular='false'\n                                    ><\/div><div class=\"yasr-vv-stats-text-container\" id=\"yasr-vv-stats-text-container-e156a39c15700\"><svg xmlns=\"https:\/\/www.w3.org\/2000\/svg\" width=\"20\" height=\"20\" \n                               class=\"yasr-dashicons-visitor-stats\"\n                               data-postid=\"1459\" \n                               id=\"yasr-stats-dashicon-e156a39c15700\">\n                            <path d=\"M18 18v-16h-4v16h4zM12 18v-11h-4v11h4zM6 18v-8h-4v8h4z\"><\/path>\n                          <\/svg><span id=\"yasr-vv-text-container-e156a39c15700\" class=\"yasr-vv-text-container\">[Total: <span id=\"yasr-vv-votes-number-container-e156a39c15700\">0<\/span>  Average: <span id=\"yasr-vv-average-container-e156a39c15700\">0<\/span>]<\/span><\/div><div id='yasr-vv-loader-e156a39c15700' class='yasr-vv-container-loader'><\/div><\/div><div id='yasr-vv-bottom-container-e156a39c15700' class='yasr-vv-bottom-container'><\/div><\/div><!--End Yasr Visitor Votes Shortcode--><\/div>","protected":false},"excerpt":{"rendered":"<p>Logic Builder provides you with the possibility to create Projects to group your flowcharts. Consider Projects as folders where you can group the flowcharts based on e.g. a module which logic it extends, sandbox\/production, Projects within your company, etc. Also, you can provide access to your project for other users. Create new Project There are &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/logicbuilder.integroscrm.com\/help\/projects\/\"> <span class=\"screen-reader-text\">Projects<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"yasr_overall_rating":0,"yasr_post_is_review":"","yasr_auto_insert_disabled":"","yasr_review_type":"","footnotes":""},"tags":[],"class_list":["post-1459","page","type-page","status-publish","hentry"],"yasr_visitor_votes":{"number_of_votes":0,"sum_votes":0,"stars_attributes":{"read_only":false,"span_bottom":false}},"_links":{"self":[{"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/pages\/1459","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/comments?post=1459"}],"version-history":[{"count":2,"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/pages\/1459\/revisions"}],"predecessor-version":[{"id":1522,"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/pages\/1459\/revisions\/1522"}],"wp:attachment":[{"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/media?parent=1459"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/tags?post=1459"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}