Creating Applications

Overview

This page explains what an Appian application is and how to create one.

The basic and full application builders have been deprecated, and will be removed in a future release of Appian.

What's an application?

An application is a collection of objects that make up a business solution. Appian recommends creating a dedicated application for every business solution. For example, Customer Relationship Management (CRM), Employee Onboarding, and Sales Opportunities would be three different applications.

For more information about working with applications, see the applications view page.

You can deploy an entire application to your environments. However, to increase the ease and flexibility of deployments, we recommend that you start a package for the application during development.

Create your application and set security

For a more in-depth walkthrough about creating applications, see the Application Building Tutorial.

To create an application from scratch:

  1. Click the New Application button in the toolbar.

  2. Configure the following properties:

    Property Description
    Name Enter a name that follows the recommended naming standard. The maximum length of the name is 255 characters.
    Prefix (Optional) Following the recommended naming standard, specify the short, unique prefix to use in all object names related to the application. For example: CRM for a customer relationship management application. The prefix must start with a letter and can only use letters, numbers, and underscores. The maximum length of the prefix is 10 characters.

    Appian constructs a default prefix using the initial characters of the first 10 words you entered in the Name property. You can retain, modify, or delete this default prefix.

    If you configure the Prefix property, Appian pre-populates this prefix in the Name fields for any new constants, interfaces, and rules you create.

    If your prefix duplicates an existing prefix, Appian displays a warning message. This message does not block the duplicate prefix, however, because there may be business cases where applications appropriately use the same prefix.

    You can update the Prefix in the application properties. If you change the Prefix value after creating objects in an application, you cannot bulk update the names of existing objects with the new prefix. You must manually edit the name of each existing object.
    Generate groups and folders to secure and organize objects (Optional) If this checkbox is selected, Appian will automatically generate standard groups and folders for this application.
  3. Configure security for the application:

    If Appian generated groups for the application, the Default (All Other Users) permissions are set to No Access, and the default security groups are pre-populated with Viewer and Administrator permissions. If those permissions are appropriate and complete for your application, you can skip the rest of this step.

    • Select a Permission Level for the Default (All Other Users) group. By default, this value is set to No Access.
    • For each existing group you want to add:
      • Click Add Users or Groups.
      • Browse to and select an existing group.
      • Select a Permission Level for that group.
    • For each new group you want to add:
      • Click Create New Group next to the empty User or Group box.
      • Configure properties for the new group, then click Create.

    Setting application security is important as it determines who has permission to view and edit the application's contents. Appian recommends adding at least one Administrator group and one Viewer group to your application's security role map. See the Object Security page to learn more about object security in Appian, security best practices, and how to configure, edit, and review security at any time.

  4. Click SAVE.

Once you've set security on your application, Appian will display the application view.

New applications always unpublished by default and contain no objects.

To start building your business solution, add objects to the application. As an optimal starting point, we recommend creating a record type, then auto-generating your record actions and record views.

Generated groups and folders

To facilitate your building process, Appian can automatically generate certain groups and folders if you select the Generate groups and folders to secure and organize objects option during application creation.

These generated groups and folders are described in this section.

Appian follows the recommended naming standard for generated groups and folders, and starts the object names with the Prefix property set for the application. In the object names below, this naming convention is represented by the prefix element.

Groups are important building blocks of an application, because they allow you to organize users and assign permissions to the groups of users as you add objects.

Appian generates two groups for your application:

  • prefix Users for all users of the application.
  • prefix Administrators for the application's administrators.

Appian configures the following properties for these generated groups:

Group prefix Users prefix Administrators
Parent None None
Members prefix Administrators group and your user your user
Group Type Custom Custom
Visibility Restricted Restricted
Membership Closed Closed
Privacy Policy Low Low

Although created automatically, these generated groups are not part of the system groups that Appian provides for your environment. Instead, they are Custom type groups that you can manage in the same way you'd manage groups you create manually.

Appian also:

  • Sets the generated groups as the default security groups for the application.
  • Pre-populates the generated groups in the security role map for the application.

Folders provide the infrastructure for your application, allowing you to organize objects and control developer access to those objects in bulk.

Appian generates the following folders:

  • prefix Models (process model folder)
  • prefix Rules & Constants (rule folder)
  • prefix Knowledge Center (parent to Artifacts and Application Documentation folders)
  • prefix Artifacts (document folder)
  • prefix Application Documentation (document folder)

Appian sets the security for these folders as follows:

  • Default (All Other Users) permissions set to No Access.
  • prefix Administrators group permissions set to Administrator.
  • prefix Users group permissions set to Viewer.

Configure default security groups

In many applications, object role maps repeatedly use the same two groups: one to give Viewer permissions to the application's general users and one to give Administrator permissions to the application's administrators.

If you configure default security groups for your application, Appian uses these default groups to pre-populate the object role maps as you create new objects in the application.

If Appian generated groups and folders when you created a new application, Appian automatically configures the generated groups generates as the default security groups.

To manually configure default security groups for your application:

  1. In the application view, open the settings menu .
  2. Select Application Properties.
  3. In the Application Properties dialog, configure the following properties:

    Property Description
    Users Group Specify the group that you want to pre-populate with Viewer permissions when creating new objects in this application.
    Administrators Group Specify the group that you want to pre-populate with Administrator permissions when creating new objects in this application.

    To specify a group, start entering the name of a group in the property box, then select the group you want from the dropdown list.

  4. Click SAVE CHANGES.

If you change the default security groups after creating objects in an application, you cannot bulk update existing role maps with the new groups. You must manually configure the role map for each existing object.

Create application actions

After creating your new application and adding objects to it, you may want to add application actions. Application actions are visible under the Actions tab of Tempo and allow users to start process models related to your application. For example, in a Vehicle Management application, you may have an application action called Loan Vehicle which kicks off a process model with a start form that allows users to start the loaning process.

Application actions can be created in the following ways:

This section focuses on the first method, creating application actions via the application view properties menu.

To create an application action, you must first create a process model that allows a user to interact with the process and that contains either a start form, user input task, or some other attended node.

Make sure to set appropriate security on your process model so that users will be able to start it. Appian recommends adding an Administrator group and at least one Initiator, Viewer, Manager or Editor group to the process model's security dialog.

Once you have created your process model, open the settings menu in the application view, and select Application Actions. You can name and describe your action as it should appear in Tempo, and link your process model.

Application actions will always appear in alphabetical order in Tempo.

Publish your application

Applications can be either published or unpublished. When created, applications are unpublished by default. This feature allows developers to show or hide application features, including application actions, in Tempo.

An application must be published in order for its application actions to appear in Tempo. Publishing an application has no effect on actions used in Sites or Embedded Interfaces.

To publish or unpublish your application, open the settings menu in the application view, and select Publish/Unpublish Application.

In Appian Designer, the icon for an application appears grey when the app is unpublished and red when the app published.

A published application will appear as a filter under Applications on the Actions tab of Tempo.

Open in Github Built: Tue, May 17, 2022 (03:02:27 PM)

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