Projects and Folders
  • 04 Apr 2025
  • 3 Minutes to read
  • PDF

Projects and Folders

  • PDF

Article summary

Projects act as repositories for all your integration assets, including recipes, connections, and sub-folders. This structure makes it easier to access and manage integrations, keeping everything organized and enabling smoother workflows.

The Projects page is structured into two key sections:

  • Assets: The Assetsection includes smart folders that automatically aggregate all recipes, connections, and pages from your various projects. These folders provide a centralized location for managing your integration components.

    As new recipes, connections, or pages are created within different projects, the smart folders dynamically update to display them, allowing you to quickly access and manage assets across multiple projects without the need to navigate between them.

  • Projects: It displays a list of all the projects that are available for access. Projects help in managing and coordinating the integration development lifecycle more efficiently.

Best approaches for utilizing projects

Organizing and managing projects helps streamline collaboration and makes navigation easier across teams. By following these best practices, staying organized and optimizing productivity within the workspace becomes much simpler.

  • Manage projects effectively

    Structure projects by department, use case, or project type to establish a clear and logical organization. This enables efficient access and management of related assets.

  • Integrated Folders

    Integrated Folders provide a centralized view of all accessible recipes and connections. You can easily filter the list to display Active or Inactive recipes and connected or disconnected connections.

  • Manage Projects

    Project access permissions let you perform the following actions:

    Create Projects

    Move Folders, Recipes, and Connectors

    Delete a Project

Create Projects

Create a project to organize integration assets by department or use case. Store recipes and connections directly in a project or organize them within folders.

To create a Project, perform the following steps:

  1. Navigate to the Integration Hub > Projects.

    The Projects page is displayed. The left navigation pane consists of Assets and Projects categories.

    Figure: Projects homepage

  2. To create a new Project, click Create Project.

    Figure: Create project

  3. Enter the Project name, Project description, and click Create project.

    The new Project appears in the Projects menu.

    Figure: Create New Project

  4. To cancel the project, click Cancel.

Create Folder

To create a new Folder in the project, perform the following steps:

  1. Navigate to the Project view of the specific project and click arrow next to Create and select Folder.

    The New folder page is displayed.

    Figure: Folder

  2. Enter a Folder name. A folder name must be unique within its parent folder at the same hierarchy level.

    Use the Location dropdown menu to select the project for the new folder.

    Figure: New Folder page

  3. Click Create folder. The folder is added as a subfolder within the selected project.

Assets

The Assets page consists of the following filters:

Figure: Assets page filters

  • All Assets: Filter by asset type, including recipes, connections, and pages.

  • App: Select one or more apps to display only assets associated with the selected apps

  • Edited by: Filter by the user who edited the assets. Select Me to view assets you edited or Others to view assets edited by specific collaborators. Access to assets edited by other collaborators may be restricted.

  • Tag: Filter by tags to organize assets, including recipes, connections, data tables, and pages.

Additional sub filters for Assets:

The Assets page and Assets tab include sub filters to manage recipes, connections, and pages.

For example, when Recipes is selected as the asset type, the Recipes filter includes the following subfilters:

Sub filter

Description

All Statuses

Filter by Active or Inactive status. All statuses are shown if no option is selected by default

App

Select multiple apps to filter recipes associated with those apps.

Recipe trigger

Choose one trigger option from an app, as each recipe can only have a single trigger.

Edited by

Filter by the user who edited the recipes. Choose Me to view recipes you edited, or Others to select and view recipes edited by specific collaborators within the workspace. Not all users can view recipes edited by other collaborators.

Tag

Filter recipes by tags to categorize them according to specific criteria.

When Connections is selected as the asset type, the connection filter includes the following subfilters:

Sub filter

Description

All Statuses

Filter by Connected or Disconnected status. All statuses are shown if no option is selected by default.

App

Choose one app to filter connections associated with that app.

Edited by

Filter by the user who edited the connections. Choose Me to view connections you edited, or Others to select and view connections edited by specific collaborators within the workspace. Not all users can view connections edited by other collaborators.

Tag

Filter connections by tags to categorize them according to specific criteria.


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