Configure a Project

   MaestroPreviously known as Transact Maestro.  |   Form Builder |  5.1 & Higher This feature is related to 5.1 and higher.

You only need to fully configure your organization the first time it is used. Once the style and shared component libraries are created, you only need to setup new projects for new forms.

There are multiple steps required to create the projects discussed in the Resource Management topic. You will need to:

  1. Create the Shared Components project
  2. Create the Style project
  3. Create the forms project
  4. Create the Shared Components organization library
  5. Create the Style project organization library

For more information, see resource management.

Create New Project

You will need to create at least three projects within your organization. The three projects include:

  1. Shared Components Project
  2. Style Project
  3. Form(s) Project

Create the Shared Component Project

This project will be used for shared components.

  1. Expand Home and select the Organization
  2. Click the Create Project button
  3. Enter the Name and Description for the new project
    We recommend using the displayed naming conventions, as it will keep the organization and projects organized.
    Use the "Organization name" followed by "Shared Components".
    • The Initial default version is the starting version number for all new assets (forms, components, and templates). You can leave the default version number as is or you can update the initial version number as needed.
  4. Click Create
    This will display the project under the Organization.
  5. Select Libraries under the project folder
    This will display the five default libraries, along with a custom project library.
  6. Select the project library and click Delete
    You do not need the project library for the Shared Components project. You will be creating an organization library that will be used instead. Deleting the project library will avoid confusion when publishing shared components.
  7. Click OK
    This is to confirm that you want to delete the project library. Once confirmed, the project library will be deleted.

Create the Style Project

Now you will need to create the Style Project. This project is specifically used for styling, which includes templates and shared styles. This project will also include styles created for shared components.

You will follow the same steps used when creating the Shared Components Project.

  1. Select the Organization and click Create Project
  2. Enter the Name and Description of the project. Use "[Organization Name] plus Style" when creating the project.
  3. Click Create
  4. Select Libraries under the project folder
  5. Select the project library and click Delete
  6. Click OK

Create the Form(s) Project

The last project you need to create, is the project used for the form(s). This project is specifically for the form(s) created.

You will follow the same steps to create the project, but you do not need to delete the project library.

  1. Select the Organization and click Create Project
  2. Enter the Name and Description of the project. Use the name of the form project or the form group name when creating the project.
  3. Click Create
    This finishes the setup for the form(s) project. You do not need to delete the library for this project.

Create New Organization Library

Once you have your projects created, you will need to create organization libraries to replace the project libraries deleted in the above steps. This will include:

  1. Shared Component Library
  2. Styles Library

Create Shared Component Library

  1. Select Libraries under the Organization
  2. Click Create Library

Next, learn how to upgrade a project.