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Create Project From Template

Use the Create Project From Template wizard to quickly generate ready-to-use projects based on predefined templates and use-case scenarios.

What is "Create Project From Template"?​

The Create Project From Template feature in Synergy IDE allows users to initialize a new project using curated templates categorized by department, purpose, or function. It helps teams start fast without designing from scratch. Templates include built-in flows, forms, and configurations, allowing for immediate productivity.

Steps to Create a Project​

The creation wizard consists of 9 steps, each focusing on a different configuration area:

  1. Target – Define the project name, folder path, and target environment.
  2. Analyze – Preview included content and project structure.
  3. DM – Configure document management integration.
  4. Connection – Map system connections.
  5. HR – Assign personnel, roles, and HR objects.
  6. Form – Review and adjust form elements.
  7. Flow – Set up logic and process flows.
  8. PAT – Manage permissions and access control.
  9. Create Project – Finalize and generate the new project.

Step 1: Choose a Template​

Start by browsing available templates on the Startup screen or under the File > Create Project From Template menu. Each template card includes: Template title and description Business domain tags Buttons for Preview and Use Template

Preview opens a documentation view describing the template contents, tools used, and implementation notes.
Use Template opens the project wizard prefilled with the selected structure.

Template Selection

Use Cases​

  • Quickly spin up reusable projects across departments.
  • Build new solutions based on internal standards.
  • Reduce onboarding time for new developers or analysts.

Best Practices​

  • Preview templates to ensure they align with your needs.
  • Customize values like name/path before creating the project.
  • Use the wizard steps to fine-tune flow, connection, and access configuration.

See Also​

FAQs​

How To's​