Creating Groups

Overview

Appian users can be organized into various groups. Groups can contain users or other groups as members. There are three types of membership: direct addition as a member, indirect addition by being a member of a subgroup, or addition by a membership rule.

Groups can be further organized into group types. Group types allow you to classify your groups into different categories. A group type can also be configured to ask for or require additional information for all new groups created for the type.

See also: Group Management

Creating a Group

All designers can create groups in Appian Designer. These groups may be of the Custom group type or any user-defined group type.

For information about group security, see Configuring Security for Groups.

To create a group from the application view:

  1. In the application view, click New > Group.
  2. Configure properties for the group.
  3. Click Create.

To create a group while viewing another group:

  1. In the application view, click a group.
  2. On the Members tab, click New Group.
  3. Configure properties for the group.
  4. Click Create.

Group Administration Versus Group Membership

An administrator for a group is (by default) also an administrator for all of its subgroups. An administrator of a group is not an administrator of its parent group. On the other hand, any member of a group is also made a member of its parent group. Administration descends the group hierarchy. Membership ascends it.

Locating the ID and UUID Number of a Group

In Appian, a group can be referenced in expressions using its ID number or sometimes UUID number. These numbers are displayed on the group's Properties dialog.

To view these numbers for a group, view the group's properties by doing the following:

  1. Select a group in Appian Designer.
  2. Click on the More menu and select Properties from the dropdown menu.
    • The group's Properties dialog is displayed.

Or:

  1. Click on a group in Appian Designer to open it.
    • The group opens inline, with the group's name as the page title.
  2. Click on the gear icon next to the current group's name to open the context menu, and select Properties from the dropdown menu.
    • The current group's Properties dialog is displayed.

Conversely, Appian Designer enables searching objects by their ID or UUID. Additionally, designers can use a rule to convert the group name to its ID number.

Open in Github Built: Fri, Oct 22, 2021 (11:11:24 AM)

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