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Top Menu How To's

How to's for the Top Menu guide.

Create a New Project​

  1. Go to the File menu at the top of the IDE.
  2. Click on New Project.
  3. Enter a project name in the input field.
  4. Select a file path (DM).
  5. Confirm to create and open the project. A new folder structure will be automatically initialized in the Solution Explorer.

Open View Panels​

  1. Click the View menu from the top menu bar.
  2. Select any of the following options:
    • Solution Explorer
    • Toolbox
    • Object Explorer
    • Output
  3. The selected panel will open in its default position.
  4. Repeat the steps for any other panel you want to open. These panels help you navigate and design projects more efficiently.

Build And Publish A Project​

  1. Click the Run menu.
  2. Choose one of the following:
    • Build Project (for full compilation)
    • Build Client
    • Build Server
  3. Wait for the build to complete. Check the Output panel for logs.
  4. Once the build is successful, click Publish to deploy the changes. Make sure all changes are saved before starting the build process.

Access Tools Menu Options Based On Permissions​

  1. Click the Tools menu from the top bar.
  2. Attempt to access modules like:
    • Authorization
    • Flow Manager
    • Project Manager
  3. If access is restricted, verify your assigned roles.
  4. Contact an admin to request the following permissions if needed:
    • Workflow View/Edit
    • Authorization Management
    • Project Management
      These permissions control visibility and access to advanced tools.