How to Create Your First Project in the Streamline

Welcome to the guide on creating your first project in Streamline! In this article, we'll walk you through the steps to set up a new project, add data sets, configure search criteria, and begin building your workflow.

Step 1: Creating a New Project

Navigate to the Projects Page:
 

Once your users are configured and your data sources are set up, the next step is to create a new project. From the dashboard, click on the Create Project widget. This will take you directly to the Projects page, where you'll see a list of all your current projects as well as the option to create a new project. 
 

Create a New Project:

Click on the New Project button.

In the pop-up, give your project a name. You can also add an optional description to provide additional context for your project.

Access Your Project Canvas:
 

After naming your project, you'll be directed to project access. From here, you can configure which user/groups have access to the project. After deciding which users you'd like to assign to the project, you can click Create Project to continue on to the workspace, which acts as your canvas for building workflows.

Step 2: Add Your First Step

Now that your project is created, it's time to add your first step in the workflow.

Add a New Step:

To begin, click on the Add Step button where you'll see a number of options. In this example, we want to choose the Activate Data option from the list. This will allow us to query the data sets that have already been set up. If you're interested in learning more about one of the other options, please click on the relevant article: 

• Activate data  
• Deliver data
• Form
• Logic
• Notification
• Sign 

Name the Step:

You can assign a custom name to this step, or leave it as the default name, in this case we've used "Activate Data.". 

Select a Data Set:
 

Once you've named your step, click on the field that asks you to add your data set.

Choose one of the datasets you've  set up for the project.

Configure Search Criteria:

After selecting your data set, the platform will prompt you to select a search field to query the data under the Activation criteria.

Add Additional Search Criteria (Optional):

If you wish to refine your search, you can click on the Activation Criteria button to include more filters. To remove any criteria, simply click on the Remove button to the right of your Activation method.

Step 3: Preview your Project/Workflow

Preview the Form:

Once you’ve set up your search criteria, click the Preview button. This will give you a live preview of the form that will be used in your workflow, allowing you to see how it will appear to users.

Adjust Search Results:

You can click on Search Results to see a preview of how the search will return data. If needed, click on Add Fields to modify what data will appear in the results, ensuring you pull the correct record for selection.

 

Step 4: Finalizing and Saving Your Step

Once your search criteria is configured, click Close on the top right to finalize the step.

If you wish to make changes to this step later, there are three options:

• Rename the Step: Click on the ellipsis icon and select Rename to change the step name.
• Edit: Jump back into making changes. 
• Delete the Step: If you need to remove this step entirely, select Delete from the same options menu.

Add a New Data Set:

If you decide to link a different data set to this step, you can do so by clicking on the step and selecting the new data set through editing.

Note: At this time, you can only link one data set per activation step, so you would need to delete or edit the current data set in that step before being able to add a different one. 

 

Step 5: Next Steps

With your first step configured, you're ready to continue building your workflow! Select the direction you'd like to take your next step in from the bottom right and click the plus button. Please reference our section above if you need any help with building out the next step of your workflow. 

Congratulations on creating your first project with Streamline! You’ve learned how to set up a project, add your first step, and configure data searches. With this knowledge, you're well on your way to building robust workflows for your organization.

If you have any questions or need additional support, feel free to check out the other help articles or reach out to the support team.