On the People view, you can search for Appian groups using the Search field in the left navigation. Search results appear as you type.
Selecting a group from the search results, opens the group's Details view for the selected group.
The Details view includes the sections explained below.
A Details tab allows the Administrator, system administrators, and group administrators to edit a group and its properties. - Users who create a group are automatically added as group administrators. - Group members and non-members can access the Details page, but cannot edit its settings.
The functionality available on each tab of the Details tab is specific to each type of task you need to perform. - Members: view, add, and modify group membership right. See also: Adding Group Members Individually. - Administrators: view, add, and modify group administration rights. See also: Adding Group Administrators. - Properties: view and modify group properties and security settings. Group properties include the group's ID, UUID, name, and description. See also: Security Settings. - Rules: view, add, and modify group membership rules. See also: Defining a Rule for Adding Users.
The following table lists the user rights available for a group's Details tab apart from those controlled by the group's security setting.
See below: Security Settings.
|Right||Administrator/System Administrators||Group Administrators||Basic Users|
|View numbers of group members and administrators broken down by users and groups.||X||X||X|
|View the group's type, ID, UUID, name, description, creation timestamp, and creator.||X||X||X|
|Add users and other groups to group membership.||X||X|
|View, add, modify, or remove group membership rules.||X||X|
|View or update the Delegated Creation option.||X||X|
|Update group name and description.||X||X|
|View or update the Parent Group.||X||X|
|View or update group security settings.||X||X|
|Delete the group.||X||X|
The following security settings are available for groups.
|Type (who can view the group)||
See also: Administering Teams and Departments
When you click on the Tasks tab for a group, the report displayed includes the following information: - Tasks assigned to the group, but not yet accepted by anyone. - Tasks accepted by any group member (regardless of original assignment). - Tasks assigned to any group member, but not yet accepted.
NOTE: Tasks assigned to the group AND at least one member will NOT be counted twice. Only the task assigned to the group will be displayed. The report does NOT include tasks assigned to the selected group and others, and accepted by someone outside of the group.
The Group Tasks report shows a column for Assigned to which displays the assignee (if not accepted) or the owner (if accepted). If an unaccepted task is assigned to the selected group, and other users and groups, only the selected group name is displayed.
The report also shows a column for Status: Assigned or Accepted.
In addition to these tabs, the following actions can be taken from the Tasks toolbar, which is only present when the Tasks tab is selected.
|Save the current task view.|
|Print a task view.|
|Email the task view to a selected users or groups within the system.|
|Export the data displayed within the task view to Microsoft Excel.|
|Refresh the task view.|
|Configure the task view. Selecting Edit displays the Task View Options interface in a new window.|
See also: Task Management
Unlike other views, Group and User Views cannot be shared. These views can be customized and saved, but a copy of the view cannot be created.
All tasks displayed within a grid can be filtered. By default, the tasks toolbar consists of two quick filters. All existing quick filters can be modified, or additional quick filters may be added by editing the task view.
The table below lists the default quick filters in the Tasks toolbar and the options that are made available for selection in each of these filters.
|Filter Name||Available Options|
Selecting one of the above options results in processes that satisfy the rule imposed by the selected filter appearing within the grid.
Each task listed in the report has a checkbox associated with it. Selecting this checkbox displays another toolbar from which actions can be performed on the selected task. For an administrator of the underlying process, the following task-management options are available:
|Click||To. . .|
Start a new instance of the selected task(s).
Pause the selected task(s).
Cancel the selected task(s).
Reassign the task to another user or group in the system.
|Change the task priority.|
Modify the security for the underlying process.
When multiple tasks are selected, only the Start, Pause, and Cancel buttons are displayed on the toolbar. These are the only actions that can be performed on multiple tasks.
Say that the Group Tasks report for group Promotions shows tasks Review, Recommend, and Update assigned to group Promotions.
The Status is Assigned for all three tasks.
Once an Update task is accepted by a member of the Promotions group, the report shows tasks Review and Recommend assigned to group Promotions with the status set to Assigned and task Update assigned to the aforementioned user with the status set to Accepted.
If an Update is reassigned to group Promotions and the user, it shows up only once in the report as assigned to the Promotions group. If task Remove is then assigned to the user, it appears in the report as assigned to the user.
If a task named Add Promotion is assigned to groups named Promotions and Events, the group Promotions task report initially displays task Add Promotion. If someone in group Events accepts task Add Promotion, it disappears from the group Promotions task report.
When viewing a group's tasks, you can only view the tasks that are issued by processes to which you have access. You must have Process Administrator or Editor level access to a process in order to view the tasks that are issued by the process. Depending on the level of access you have to the underlying process, you can perform different actions with a group's tasks. For example, as a process administrator of the underlying process, you can reassign the task to another user or complete it yourself.
Selecting this tab allows users (with sufficient rights) to view all of a group's portal pages. The pages are listed within a grid that lists the page name, the date on which the page was created, the page type, the page category, the department/team the page is associated with, and a delete button that allows you to delete the page.
Users with insufficient user rights to view a group's details can view the page, but no data appears under each of the tabs.
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