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FAQs on 'Projects'
FAQs on 'Projects'
Updated over a week ago

Q1. Can I mark / remove multiple projects as favourite at a time?

A1. Yes, you can do this from the projects listing view. Select multiple projects and do a right click, then choose 'Mark As Favourite' / 'Remove As Favourite' option as needed.

Q2. Why can't I access some of the options in project's 'Settings' screen?

A2. The role you belong to, doesn't have the privilege for concerned project settings. You may contact your Asite administrator to request its access.


Q1. How can I delete an existing role?

A1. A role can only be deleted if no user, role or organization were assigned to it ever. For a role that is / was assigned to any user, role or organization, the role name is allowed to be edited. Also, the users, user groups or organizations in such roles can be added or removed as and when required.

Q2. Why am I unable to manage roles for some/all of the existing users in my projects, even though I have necessary role privileges?

A2. This can happen in projects that were cloned from project templates and having inheritance option turned on.

To manage users roles and access in any of your project templates, you need to switch to Classic View (This function is not a part of Adoddle View at present). Click here to access help on Classic View. In case you need access to Classic View, contact your Asite administrator.

Click here for detailed help on how to break the inheritance of workspace objects if required.


Q1. How do the role privileges work if I assign multiple roles with similar or varying privileges to same user?

A1. Such a user will get a combination of privileges based on each of the roles assigned to them.

Q2. Why am I unable to manage role privileges for some/all of the existing roles in my projects, even though I have necessary role privileges?

A2. This can happen in projects that were cloned from project templates and having inheritance option turned on.

To manage role privileges in any of your project templates, you need to switch to Classic View (This function is not a part of Adoddle View at present). Click here to access help on Classic View. In case you need access to Classic View, contact your Asite administrator.

Click here for detailed help on how to break the inheritance of workspace objects if required.


Q1. How do the form permissions work if I assign multiple roles with similar or varying form permissions to same user?

A1. Such a user will get combination of form permissions based on each of the roles they are assigned to.

Q2. Why am I unable to manage form permissions for some/all of the existing roles in my projects, even though I have necessary role privileges?

A2. This can happen in projects that were cloned from project templates and having inheritance option turned on.

To manage form permissions in any of your project templates, you need to switch to Classic View (This function is not a part of Adoddle View at present). Click here to access help on Classic View. In case you need access to Classic View, contact your Asite administrator.

Click here for detailed help on how to break the inheritance of workspace objects if required.


Q1. The previous link I had sent is now expired and no longer works for the user I invited. Can I resend the invitation with a new link?

A1. Every user invitation email link will have limited time for user to accept or decline the invitation, after which the link expires.

You always have an option to resend an invitation to the same user with a new link, while checking the status of your invitation. Navigate to 'User Invitations' screen of your project and click on 'Status' menu in the left hand side to check status of your invitation and also resend invitation if required.


Q1. I’ve proxied on behalf of a user but when I go to Switch Users, their name isn’t showing?

A1. You need to check that required project is selected in the project filter where proxy access was assigned. If it still doesn't appear, check whether you are trying to get access outside of the start and end date defined while assigning proxy access.


Q1. What is the difference between 'Basic' and 'Custom' form templates?

A1. 'Basic' form templates are hard-coded and cannot be customized, while 'Custom' form templates can be completely customized as and when required.

Q2. Can we assign same form template multiple times in same project?

A2. Yes, you can assign same form template multiple times in a project as required. It is advisable that every form template added to the project be configured with a unique AppBuilder FormID Code for quick identification and better management of project form templates.


Q1. I want to change the response type of a custom form to 'Multiple Response' but the radio button is disabled.

A1. To change the response type to 'Multiple Response', you need to publish the form template again. Select a template file (.xsn / .zip) file by clicking on the 'Choose File' button, and the option for 'Multiple Response' will be accessible to you.

Q2. Why am I unable to deactivate some/all of the form types in my projects, even though I have necessary role privileges?

A2. This can happen in projects that were cloned from project templates and having inheritance option turned on.

You need to find out relevant project template from which concerned project was cloned and then deactivate concerned form types within that specific project template as required.

Click here for detailed help on how to break the inheritance of workspace objects if required.

Q3. How do I know if a project was cloned from a project template or not? If yes, how can I find out the name of project template from which that project was cloned?

A3. The 'Type' column in 'Projects' area displays whether the corresponding record is an 'Independent' project, a 'Cloned' project, or a 'Template' i.e. a project template.

In case of a 'Cloned' project, you can see the 'Cloned From' column corresponding to that particular project in the projects listing screen displaying the template name from which it was cloned.

In case you don't see the required columns in the projects area, click here to understand how to customize columns.


Q1. Why am I unable to edit an form status or use the 'Deactivate' checkbox against the same?

A1. You can edit an form status or use the 'Deactivate' checkbox against the same, only if you have 'Admin' access on the same. You may contact your Asite administrator to request its access.

Q2. Why is a form status showing in italic font?

A2. All deactivated form statuses will appear in italic font, when managing form statuses. To reactivate an form status, untick the 'Deactivate' option against the same and click 'Save'.

Q3. Why is the gear icon for status formatting showing color shades differently for different statuses?

A3. The color shades for statuses are determined based upon whether the status is active / inactive and formatted / not formatted. Accordingly, the gear icon for a given status can contain various shades of grey or black colors.

Q4. Why am I unable to manage some/all of the existing form statuses in my projects, even though I have necessary role privileges?

A4. This can happen in projects that were cloned from project templates and having inheritance option turned on.

You need to find out relevant project template from which concerned project was cloned and then manage form statuses within that specific project template as required.

Click here for detailed help on how to break the inheritance of workspace objects if required.

Q5. How do I know if a project was cloned from a project template or not? If yes, how can I find out the name of project template from which that project was cloned?

A5. The 'Type' column in 'Projects' area displays whether the corresponding record is an 'Independent' project, a 'Cloned' project, or a 'Template' i.e. a project template.

In case of a 'Cloned' project, you can see the 'Cloned From' column corresponding to that particular project in the projects listing screen displaying the template name from which it was cloned.

In case you don't see the required columns in the projects area, click here to understand how to customize columns.


Q1. Why can't I edit a purpose of issue or use the 'Deactivate' checkbox against the same?

A1. You can edit a purpose of issue or use the 'Deactivate' checkbox against the same, only if you have 'Admin' access on the same. You may contact your Asite administrator to request its access.

Q2. Why is a purpose of issue showing in italic font?

A2. All deactivated purpose of issues will show in italic font. To reactivate a purpose of issue, untick the 'Deactivate' option against the same and click 'Save'.

Q3. Why am I unable to manage some/all of the existing purpose of issues in my projects, even though I have necessary role privileges?

A3. This can happen in projects that were cloned from project templates and having inheritance option turned on.

To manage purpose of issues in any of your project templates, you need to switch to Classic View (This function is not a part of Adoddle View at present). Click here to access help on Classic View. In case you need access to Classic View, contact your Asite administrator.

Click here for detailed help on how to break the inheritance of workspace objects if required.


Q1. Why can't I edit a file status or use the 'Deactivate' checkbox against the same?

A1. You can edit a file status or use the 'Deactivate' checkbox against the same, only if you have 'Admin' access on the same. You may contact your Asite administrator to request its access.

Q2. Why is a file status showing in italic font?

A2. All deactivated file statuses will show in italic font. To reactivate a file status, untick the 'Deactivate' option against the same and click 'Save'.

Q3. Why is the gear icon for status formatting showing color shades differently for different statuses?

A3. The color shades for statuses are determined based upon whether the status is active / inactive and formatted / not formatted. Accordingly, the gear icon for a given status can contain various shades of grey or black colors.

Q4. Why am I unable to manage some/all of the existing file statuses in my projects, even though I have necessary role privileges?

A4. This can happen in projects that were cloned from project templates and having inheritance option turned on.

You need to find out relevant project template from which concerned project was cloned and then manage file statuses within that specific project template as required.

Click here for detailed help on how to break the inheritance of workspace objects if required.

Q5. How do I know if a project was cloned from a project template or not? If yes, how can I find out the name of project template from which that project was cloned?

A5. The 'Type' column in 'Projects' area displays whether the corresponding record is an 'Independent' project, a 'Cloned' project, or a 'Template' i.e. a project template.

In case of a 'Cloned' project, you can see the 'Cloned From' column corresponding to that particular project in the projects listing screen displaying the template name from which it was cloned.

In case you don't see the required columns in the 'Projects' area, click here to understand how to customize columns.


Q1. Why can't I edit a distribution group?

A1. You can edit a distribution group, only if you have 'Admin' access on the same. You may contact your Asite administrator to request its access.

Q2. Why am I unable to manage some/all of the existing distribution groups in my projects, even though I have necessary role privileges?

A2. This can happen in projects that were cloned from project templates and having inheritance option turned on.

To manage distribution groups in any of your project templates, you need to switch to Classic View (This function is not a part of Adoddle View at present). Click here to access help on Classic View. In case you need access to Classic View, contact your Asite administrator.

Click here for detailed help on how to break the inheritance of workspace objects if required.


Q1. Why can't I add a holiday while viewing working calendar?

A1. You can view working calendar irrespective of the role you belong to. Based upon the privileges assigned in the role you belong to, you can add / edit a holiday in working calendar directly while adding / editing a project.


Q1. Can I clone a project template in a way that changes made to it are not subsequently updated to the cloned project?

A1. You can clone a project template by specifying the objects that you want to clone and keep the inheritance option switched off. This will clone the structure only, without having any subsequent updates from the template.

Q2. How do I create project from scratch without using a project template?


Q1. Why can't I define holidays for a past date in working calendar?

A1. The primary purpose of working calendar is to enable automatic calculation of due date for any task distribution. This can be based on the number of days defined by the user in various scenarios, as applicable. A typical distribution task wouldn't be applicable for a past date, and hence defining holidays for past date in working calendar is not allowed.


Q1. Why can't I use the QR code functionality for files in MS Word or MS Excel format?

A1. The QR code functionality is currently supported for PDF file format only by default. If you want to use QR code functionality with other file formats, see Extended QR Code on Files.


Q1. Why can't I use the QR code functionality for files in MS Word or MS Excel format?

A1. The QR code functionality is currently supported for PDF file format only by default. If you want to use QR code functionality with other file formats, see Extended QR Code on Files.


Related to Edit a Project

Q1. Why can't I define holidays for a past date in working calendar?

A1. The primary purpose of working calendar is to enable automatic calculation of due date for any task distribution. This can be based on the number of days defined by the user in various scenarios, as applicable. A typical distribution task wouldn't be applicable for a past date, and hence defining holidays for past date in working calendar is not allowed.

Q2. I see the 'Inheritance Option' tab while editing a project. How do I know the name of project template from which this project was cloned?

A2. You can find this out from the 'Cloned From' column corresponding to that particular project in the projects listing screen. In case you don't see this column in the projects listing, add the same i.e. 'Cloned From' field from the available fields using the option for customizing columns.

Q3. Can I delete an existing project?

A3. No, a project cannot be deleted once created. Only the status of project can be changed depending on your access. Click here to understand more about project statuses.


Q1. I see the 'Inheritance Option' tab while editing a project. How do I know the name of project template from which this project was cloned?

A1. You can find this out from the 'Cloned From' column corresponding to that particular project in the projects listing screen. In case you don't see this column in the projects listing, add the same i.e. 'Cloned From' field from the available fields using the option for customizing columns.

Q2. My Project is cloned and inherited from a project template, and I need to change a folder configuration which is specific to my project. Is there a way to break inheritance on a folder without affecting other areas?

A2. No, breaking inheritance of a folder will require breaking inheritance of dependent objects which can include folder permissions, workflow definitions, workflow system tasks, etc...

However, if a change in folder configuration is specifically required on a project, it is suggested to create a new folder with required configuration in that project so that it serves your purpose.

If configuration is required in general for other projects as well, it is best to communicate to relevant project manager about general configuration and get it updated on related project template directly so that all projects can benefit out of it.


Q1. How can I publish an email to a project folder?

A1. You need to know the email address associated with the project folder to which you want to send / publish the email. Send an email to that email address and it will be automatically published in the concerned project folder if the mailbox is active.

Q2. Can I send an email to multiple project mailbox addresses at the same time?

A2. We currently don't support sending an email to multiple project mailbox addresses at the same time. However, you can always send separate emails to each project mailbox address as per mailbox configuration.

To ensure optimum utilization of available storage space as well as to avoid duplication of data, it is advisable not to save same content at multiple project locations. To achieve your purpose when same file or email content reference needs to be placed at multiple project locations, Asite gives you an option to link files from one project folder to another, within the same or other projects accessible to you. Click here to learn more.

Q3. How can I know that an email was sent by an external user?

A3. You can find the actual user who had sent the email within the file content.

Q4. Why can't I change the email address of an existing project mailbox configuration?

A4. Once assigned, an email address cannot be changed for a particular configuration. You can deactivate the current configuration and create a new configuration with the required email address based on availability.

Q5. How can I identify that a file was published via mailbox?

A5. There is no clear or specific way to find out if a file was published via mailbox or not. If you have any relevant information available regarding the concerned files published via mailbox, you can use different options like search box and filters within the 'Files' tab to help identify such files.


Q1. Why can't I change the email address of an existing project mailbox configuration?

A1. Once assigned, an email address cannot be changed for a particular configuration. You can deactivate the current configuration and create a new configuration with the required email address based on availability.


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