This page shows you how to connect Microsoft Office to Appian. Through the use of an Embedded Interface and an Office Add-in, the integration described below allows users to view and complete their Appian tasks without ever leaving Outlook.
To configure the integration, you and the systems you will being configuring must meet the following requirements:
The following sections detail how to set up the add-in in Appian and Outlook.
Before uploading the add-in manifest to Outlook, you will need to enable the add-in endpoint in Appian.
There are two ways to enable the add-in in Outlook: globally and on a per-user basis. For production use, you should enable the add-in globally. When enabled globally, you do not need to worry about users not in Appian because the add-in will only appear if the user receives an Appian task email. Instructions for enabling the add-in on a per-user basis are provided for initial testing.
All Outlook accounts should now be connected to Appian. You can tell it is enabled for your users by following steps 1-3 in the next section and seeing the add-in displayed.
Note: There can be a significant delay, up to a few hours, between enabling the add-in in the control panel and seeing it enabled for your users.
Your single account should now be connected to Appian, and the add-in should appear in the list of add-ins associated with your account.
To test, go to one of your Appian tasks and copy the URL from your browser's address bar, e.g,
https://mysite.appiancloud.com/suite/tasks/task/12345. Paste that into an email to yourself and open the email. With the add-in installed, if the add-in is configured correctly, a button labeled "New Task" will appear above the email body. Clicking the button will load the task form in Outlook.
The following notes detail additional information about the add-in: