Project Network Overview

Project Network Overview

Overview

This section elucidates the procedure for engaging with the project network. Upon entering the project network, you can add and remove entities. After adding the entities to the network, you may establish connections using the user-friendly wizard. Furthermore, you can modify the objects between the connected entities. 

Accessing Project Network

Info
Navigation: Home > Projects > Edit > Network

You can access the project network using the following options: 
  1. Option 1: Click on the 'Entity' section or click on the 'Edit' icon (context menu) on the 'Project' card
  2. Option 2: Select the 'Edit' option drop-down on the 'Project Details' screen.
Option 1


Option 2

Set Your Default Network View

You can choose your preferred view mode for the project network, with two distinct modes available: the Interaction View and Dataflow View. The Interaction View provides a visual representation that focuses on the relationships and interactions among various components within your project, while the Dataflow View highlights the flow of information and processes. If you have not yet specified your preferred mode, the system defaults to the Interaction View for your convenience.

You will find a dedicated setting in the application's Settings section to customize the view mode according to your needs. To navigate there, follow the path: Settings > Personalization > Editor Settings > Network Editor Settings > Default View. If you haven’t made any particular choices, you'll automatically see the Interaction View when you open your project network.

If you wish to set a different default view mode, please refer to the Network Editor Settings article for detailed guidelines. Once you have adjusted your preferences, the network screen will open in the view mode you selected, providing a personalized experience that suits your workflow and enhances your project management capabilities. Refer to the Network Editor Settings articles for more information.

Interaction View

The interaction view serves as a detailed visual representation of how different entities are interconnected and how data flows among these entities within a project network. In this comprehensive network diagram, a selected entity is prominently positioned at the center, acting as the focal point, while all associated entities radiate outward in a peripheral layout. This arrangement not only highlights the central entity's significance but also illustrates the various relationships and interactions that exist within the network. Each connected entity is represented, showcasing the direct links and pathways through which data flows.

Select Entity Pop-up

When you designate the Interaction view as your primary setting, selecting either Network (in edit mode) or Entity (found on the project tile) triggers a Select Entity pop-up. This pop-up presents a comprehensive list of entities currently associated with your project. These entities can include various elements identified as systems, automation, or channels, all of which play essential roles in your project’s architecture.

If you have previously assigned entities to your project network, the pop-up will reflect a complete inventory of all entities. This inventory encompasses both the systems and automation that have been integrated into your project. The list will also include those entities that are not connected to any entity (but added to the project). By clicking on any of the listed entities, you can easily navigate to the interaction view, where you'll be able to visualize the network diagram and gain insights into the relationships and flow between different components.
InfoRefer to the Select Entity article for more information.


Additionally, the 'Show Legend' icon is located in the upper right corner of your screen. This feature serves as a valuable tool for interpreting the shapes and statuses of the entities displayed. By clicking the 'Show Legend' icon, you will open a detailed legend that explains the various symbols and colors used in the interaction view, enhancing your understanding of the project's layout and functionality.

Network Diagram

After selecting an option on the 'Select Entity' pop-up window, you'll be taken to the Network screen, where the Interaction View tab automatically opens. This screen shows a detailed network diagram with the chosen entity at the center. Surrounding it are various interconnected entities displayed to illustrate their relationships and interactions. Each connection is clearly shown, helping you understand how the selected entity interacts within the network. The layout is designed to give a clear and straightforward overview of the entire entity network.

The Network tab offers a complete view of the selected entity and key information at a glance. In the details card, the entity's name is clearly visible along with its type—such as service, CRM, marketing, or another—and its corresponding logo for visual identification.

The details card also displays the entity's current status, which may include indicators like "Alert" or "Warning," pointing out potential issues needing attention. This immediate feedback is crucial for maintaining the health and performance of your network.
Beneath the details, a list of actionable items appears, making it easy to navigate different tasks related to the selected entity. These options may include troubleshooting, updating settings, or starting maintenance procedures, all aimed at improving efficiency and addressing concerns proactively.

To see details of any entity in the diagram, just click on it. When you select an entity within the network diagram, it gets highlighted to show your selection. Simultaneously, the details for that entity appear in a new task tab, offering comprehensive information and a list of relevant action items to help you manage related tasks efficiently.

To examine the network connection associated with any specific entity in the diagram, simply double-click on that entity. Upon doing so, the selected entity will be brought to the center of the viewing area, allowing for a clearer perspective. The diagram will dynamically adjust, arranging all connected entities around the centered entity, effectively illustrating the relationships and connections within the network. This interactive feature enhances visibility and comprehension of the network structure, allowing users to easily trace connections and understand the entire diagram's layout.

You can also interact with the connection lines linking different entities to view detailed information about the connection. Clicking on a line brings up a detailed overview in the network tab, showing the specifics of the connection and the number of objects connected within this network.

The tab also provides various action options, allowing you to modify connection details as needed. If necessary, you can disconnect the connection entirely. This flexibility enables efficient management of relationships among entities within the network.

Network Tab

The primary purpose of the network tab is to deliver comprehensive information regarding different entities within your network, along with associated action items that facilitate management and troubleshooting tasks. Once you select any entity within the network diagram, you will see its details and associated action items.

Additionally, if you opt to click outside of the network diagram, the network tab will reveal a comprehensive list of all entities currently in the network. This list provides a quick overview and easy navigation to access details and perform actions on any of the entities represented in the diagram. 
Refer to the Network Tab article for more information.

Entity Tab

When you click the Show Entity icon located in the action area of your interface, the Entity tab will open prominently within the context area of the screen. It’s essential to note that if another tab is already active, the Entity tab will be positioned adjacent to it, enabling seamless navigation between tabs. 

The Entity tab presents a comprehensive and systematically organized list of entities pertinent to the selected project, categorized into three distinct segments:
  1. Channels
  2. Systems 
Each entity is represented by a band, with the currently highlighted entity denoted by a tick icon, which serves as an indicator of your selection.

When a different entity is selected, the corresponding band will become highlighted, and you will be directed to the Network tab, where detailed information regarding the selected entity is provided. Furthermore, by double-clicking on an entity band, the focus will shift to center that entity in the diagram, thereby constructing a visual representation of the network along with the connected entities. Subsequently, you will be redirected to the Network tab, which will display in-depth details regarding the selected entity and its interrelations within the project.
Refer to the Entity Tab article for more information.

Help Tab

When you click the Help icon in the action area of your interface, the Help tab opens within the screen's context area. If another tab is already active, the Help tab will be placed next to it, allowing smooth navigation between tabs.

The tab will provide the on-screen help. The help is categorized into the following sections:
  1. Screen Help: The Screen Help section provides on-screen help articles specifically designed to display content relevant to the current screen in use. If you require assistance regarding the current screen, please refer to the article available in the screen help section for guidance.
  2. Related Articles: This section provides supplementary articles related to the current screen, where additional information may be needed regarding action items within the action area of the display, such as adding or removing systems, modifying settings, and similar actions. 
  3. Knowledge Articles: This section offers knowledge articles pertinent to the current module you are engaged with. For instance, if you are within the project module, you will find all necessary articles relevant to functioning within that module.
Refer to the Knowledge Base for articles about Project Network. 


Filter Tab

When you click the Show Entity icon located in the action area of your interface, the Entity tab will open prominently within the context area of the screen. It’s essential to note that if another tab is already active, the Entity tab will be positioned adjacent to it, enabling seamless navigation between tabs. 
Refer to the Filter Tab article for more information.


Action Items on Interaction View

This section delineates the available action items within the interaction view. These action items are accessible via the network tab. Utilizing these items, you can configure and modify the project network and its associated settings. 

Add Entity

This section describes how to add an entity to the project network. An "Add" button is accessible in the action area of the screen. By clicking this button, you will initiate the Add Entity wizard, which facilitates the inclusion of any entity into your project.

It is crucial to ensure that your entity, whether a system or automation, is already created within its respective module before beginning.

The introductory screen of the Add Entity wizard provides a comprehensive overview of the process. Through the wizard, you may integrate systems or automation into your project. After completing all necessary steps, the new entity will appear in the Entity tab under its proper section.
Refer to the Add Entity article for more information on how to add an entity to the project.

Connect Entity

This section provides information on how to connect one entity to another to build your project network. An accordion is available next to the Add button in the action area of the screen. When you click the accordion, a Connect option will appear. Clicking the Connect option starts the Connect Entity wizard, which allows you to connect any entity within the project network. Furthermore, the project network also facilitates a drag-and-drop functionality for connecting entities.

It is crucial to ensure that your entity, whether a system or automation, is already added to your project. If not, you will not be able to connect to your desired entity.

To establish connections between the entities, select your initial entity and position it at the center of the diagram. If the entity is present within the current network diagram, double-click on it. If it is not available, navigate to the Entity tab and locate your entity. Double-click the entity band to center the chosen entity within the diagram.

Once you have finalized your first entity for connection, you need to select the second entity to connect to it. You can do this in two ways: first, locate your second entity in the Entity tab, then drag and drop it into the network diagram where your first entity is. After dropping the entity into the diagram, a Connect Entity wizard will start. Second, click on the Connect option next to the Add button in the action area. When you click this option, the wizard will launch. You will then be able to choose your second entity within the wizard. Follow all the steps, and at the end, you'll see a confirmation message, and the new entity will appear connected in the network.
Refer to the "Connect Entity" article for more information on connecting entities in the project network.

Edit System

This section provides information on how to edit the system that is part of the project network. To modify any system within your project network, select the system by clicking on it in the network diagram. The system will become highlighted, and the Network tab will commence displaying its detailed information and related action items. Subsequently, click on the 'Edit System' button. Upon clicking, the editing interface will open, enabling you to alter any of the system's details. The interface will present the following sections for editing:
  1. Admin Users
  2. Configuration
  3. Details
  4. Logo
  5. Published Objects
  6. Subscriptions
Refer to the "Edit System" article for more details on editing the system within the project network.

Remove From Network

You can remove any system from the network using this option. This option will not appear if the system is connected to an entity. Please note that you can remove entities from the network only if they are not linked to any other entity in the network. If they are connected to another entity, you cannot remove them. You must first disconnect the connection and then remove the entity.

Click on the entity in the Interaction view that you want to remove. A 'Remove From Network' button will appear on the network tab. Click on the 'Remove From Network' to start the process.

Refer to the "Remove From Network" article for more information on how to remove an entity from the project network.

Edit Connection

This section explains how to modify the connection between entities. Click on the connection line between the entities you want to change. The 'Edit Connection' option will appear on the Network tab. Click on the band to start editing the connection settings. On the edit screen, you can modify the following details for both entities:
  1. Activation:
    1. Activation Status
    2. Trace
  2. Configuration:
    1. Error Handling
    2. Filter
    3. Settings
    4. Subscriptions
    5. Trigger
    6. Value Mapping
Refer to the "Edit Connection" article for more details on modifying the connection settings between the entities.

Edit Configuration

This section explains how to configure the object settings of the connection. Click on the connection line between the entities for which you want to configure the objects. The 'Edit Configuration' option will appear on the Network tab. Click on the band to start configuring the object. Once you are on the configuration screen, you can configure, activate, and deactivate the object.
Refer to the 'Edit Configuration' article for more details on adjusting the object settings between the entities.

Disconnect

This section explains how to disconnect the connected entities. Please note that you cannot disconnect the connected entities directly. There may be entities that are subscribing to data from these entities. Hence, you need to disconnect the dependent entities first, and then you will be able to disconnect the connection between the entities. Click on the connection line between the entities that you want to disconnect. The 'Disconnect' option will appear on the Network tab. Click on the band to start the disconnect process.
Refer to the "Disconnect" article for more details on how to sever the connection between the entities. 

Initialize

This section provides detailed guidelines on how to initialize and synchronize data between your connected systems. Once you are on the interaction view and click on the connection between any of the connected systems, you will see the Initialize band on the Network tab. Clicking the button will take you to the initialization screen, where you can view the list of configured objects. If you are initializing the object for the first time, you will notice the 'Not started' flag on the object. To initialize any object, click on it and follow the steps. The process involves synchronizing the master data of objects between the connected systems.
Info
Refer to the 'Initialize' article for more details on how to initialize the data between the connected systems. 

Dataflow View

The Dataflow View provides a detailed, tree-like representation of the project network, displaying how different entities are interconnected and how data flows among them within a project network. In this comprehensive tree view, an entity or trigger is prominently positioned at the parent level, and objects, component center, and other subscribing entities are presented at the leaf level based on the subscription. Each connected entity is represented, showcasing the object and components through which data flows.

Action Items on Dataflow View

This section outlines the available action items within the data flow view. These action items are accessible via the network tab. Utilizing these items, you can configure and modify the project network and its associated settings. 

Edit Component

This section explains how to edit component settings. To change a component from the dataflow view, click on the component node to select it. The node will be highlighted, and the Network tab will then display the 'Edit Component' panel. Click on this panel. When you do, the editing interface will open, allowing you to change the component settings. On the edit screen, you can modify the following details:
  1. Activation:
    1. Activation Status
    2. Trace
  2. Configuration:
    1. Error Handling
    2. Filter
    3. Settings
    4. Subscriptions
    5. Trigger
    6. Value Mapping
Refer to the 'Edit Component' article for more details on editing the component settings within the project network.

Edit System

This section provides information on how to edit the system that is part of the project network. To modify any system within your project network, select the system by clicking on it in the network diagram. The system will become highlighted, and the Network tab will commence displaying its detailed information and related action items. Subsequently, click on the 'Edit System' button. Upon clicking, the editing interface will open, enabling you to alter any of the system's details. The interface will present the following sections for editing:
  1. Admin Users
  2. Configuration
  3. Details
  4. Logo
  5. Published Objects
  6. Subscriptions
Refer to the "Edit System" article for more details on editing the system within the project network.



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