Specifying the Project Information - Designer - Foundation 24.1 - Foundation 24.1 - Ready - Hyland RPA - external - Hyland-RPA/Designer/Foundation-24.1/Hyland-RPA-Designer/The-Interface/Specifying-the-Project-Information - 2025-04-03

Hyland RPA Designer
Platform
Hyland RPA
Product
Designer
Release
Foundation 24.1
License
ft:locale
en-US

The project settings pane provides access to all required metadata of the current project.

  1. In the upper left corner, click Menu .
  2. In the left pane, select Project.
    The Project Information pane is displayed.
  3. Optional. In the Process Name field, modify the name of the process.
    Note: This name matches the name of the project file.
  4. Optional. In the Process Author field, enter the name of the user implementing the automation project.
  5. Optional. In the Process Summary field, enter text for documentation purposes.
  6. Optional. In the Customer field, enter the name of the customer.
  7. Optional. In the Department field, enter the department in which the process is executed.
  8. Click Save.