Setup: guides
Create a project
A project is the workspace for a collection, an exhibition or a loan. Only status 9 may create projects.
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In the Projects overview, click Create project and enter the Project name. The dialog asks for nothing else. The project details open next.
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Enter the master data: Alternative project name, Project start, Project end, Project location and Project status. You decide the status yourself: the selection offers the existing statuses with their icons and accepts any new text. It appears everywhere exactly as you enter it; a new status first appears at the bottom of the overview. The overview groups its sections by status (such as Active, Planned, Completed), and so does the list in Assign projects; projects without a status appear under No status. The timeline next to the list shows every project with a valid time span.
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Set the permissions for everyone: the row Everyone with No access, Read only or Edit. This is the basic access for every account with status 3.
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On the Layouts tab, switch on the layouts the project should show. Layouts marked Default for new projects are already switched on. Without a layout switched on, the project has no input form.
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Grant further permissions on the Groups and Users tabs. Each row shows what already applies via Everyone and via groups, with the result beside it. See Grant access .
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If needed, set up the creation rules on the Object creation tab (described below).
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Check with an account that has status 3 that the right layouts and fields appear.
Creation rules
The Object creation tab decides where an object is created when someone creates it in this project.
| Setting | Effect |
|---|---|
| Create new objects in | The project in which the object is created. Default: this project |
| Additionally link into | Further projects the new object is linked to straight away |
Without a rule, a new object is created in the project where it is entered. Loans that are recorded in the exhibition therefore stay out of the museum’s holdings project. If instead everything new should end up in the holdings, set Create new objects in to the holdings project. The object is then created there and linked here.
Above the settings, a single sentence says what will happen, for example New objects are created in »Sammlung« and linked here.
If the target project itself creates objects in a third project, that does not apply to this operation. The interface points this out. This keeps it clear where an object is created.
If you lack write access to the target project when creating an object, or the target project has been deleted, Moliri skips the rule and tells you so.
Incoming rules
Because a creation rule writes objects into another project, the target project sees it on the same tab under Incoming rules. There you can lift any rule with Revoke rule. The confirmation explains what that means: objects created in the source project will no longer reach this project.
Rules that point at deleted or unknown projects are reported on the tab as stale. You can delete them with Remove stale rule.
Manage statuses
On the projects overview, Manage statuses opens a list of all statuses. Each row has a handle for dragging, an icon, a colour, the text and the number of projects with this status.
| What | How |
|---|---|
| Order | Drag by the handle. The groups appear in this order on the overview, in the jump bar, in the Project status selection and in Assign projects. No status always stays at the top |
| Icon | Click the icon box. The picker shows suggestions; the search box finds every icon of the Material Symbols set (Iconify) by its English name, for example rocket, schedule or check circle. No icon removes it |
| Colour | Click the colour box and choose a colour, your own with the colour wheel, or No colour. The icon and a line at the edge of the group carry the colour |
| Text | Change the text. Moliri then renames the status on all of its projects. Two statuses cannot have the same text |
| New status | Add status creates a status before any project carries it |
| Remove | Only a status without projects can be removed with the bin |
Nothing is stored until Save. A smiley in the text of a status stays text; to use an icon instead, delete the smiley from the text and choose an icon.
Delete a project
In the row Everyone, besides the three access levels, there is the level Deleted. A deleted project disappears from the overview. Status 9 can show it again with Show deleted Projects and reset the access.
Common mistakes
| Mistake | Consequence |
|---|---|
| No layout switched on | The project has no input form |
| Layout switched on, but without access | The tab is still missing |
| Checked only with your own administrator account | Permission errors go unnoticed, because status 9 sees everything |
| Project set to Read only, fields set to Edit | Nobody can write, because the project sets the upper limit |
Further reading
- Permission model : the decision tables
- Layouts : assignment and access
- Objects in several projects : the model behind the rules