Creating and Managing Mobile Accounts

Overview

Once you've downloaded the Appian Mobile application, you need to provide the URL of your Appian server with your login credentials on the Accounts page to connect to your company's server. By connecting to your company's Appian server, you can retrieve and send information between your mobile device and the server.

The Appian Mobile application allows you to maintain multiple accounts connected to multiple servers.

Instructions for setting up your initial account, adding additional accounts, and maintaining existing accounts appear below for iOS, Android, and Android users.

iOS Users

Creating new accounts

To create a new account:

1. After initially opening the Appian Mobile, select Set up my account.
   • The Accounts screen displays.
   • All your existing accounts are listed here.
2. Select Add account.
3. Type the address of the server that you want to establish a connection with, such as the following: www.example.com.
   • Your Appian administrator can provide you with this information for your server.
   • The server host name does not need to include the fully qualified path, such as www.example.com/suite/tempo/.
4. Tap Next.
   • You will be displayed a system prompt asking you to grant the application access to the site’s data in Safari.
   • After you hit 'Continue' on the prompt to grant access, you will be displayed a Sign-In screen in an in-app browser to complete the account creation process.
5. Enter your username.
6. Enter your password.
7. Tap Add Account. If the account passes validation, it gets added to your existing accounts.

While Appian recommends always connecting via HTTPS, it is still possible to connect via HTTP within the app. On the Server screen (step 3 above), simply type in your server address with no protocol. The app will connect appropriately if the server supports HTTP only.

If the given server supports connection via both HTTPS and HTTP, connection will default to HTTPS.

Adding additional accounts

To add an additional account:

1. Tap the user avatar in the navigation bar.
2. Tap Accounts.
3. Select Add an account.
   • Provide your credentials.
4. Tap Add.
   • The account is saved and the feed from the new server is loaded.

Editing accounts

To edit an account:

1. Tap the user avatar in the navigation bar.
2. Tap Accounts. Your accounts information is displayed.
3. Tap Edit in the navigation bar.
4. Tap the delete control to delete an account.

Switching accounts

To switch accounts:

1. Tap the user avatar in the navigation bar.
2. Tap Accounts. Your accounts information is displayed.
3. Tap the account you want to use. A checkmark is displayed on the selected account, and the new feed is loaded.

Establishing a secure connection

When using an https:// connection, your mobile device checks with an authority to verify that your site is representing itself properly. If your site hasn't renewed its credentials in a timely manner, your site's certificate may fail this test. A failure of this test may indicate a security issue.

Android users

Creating new accounts

To create a new account:

1. When initially configuring your device, tap Set up my account on the welcome screen. — OR — When adding a secondary account, tap the Menu button, then tap Manage accounts.
   • The Accounts screen displays.
   • All your existing accounts are listed here.
2. Select Add account.
3. The Server Address screen is displayed. 1. Type the name of your server host in the field provided, such as the following: www.example.com.
   • The server host name does not need to include the fully qualified path, such as www.example.com/suite/tempo/.
4. Tap Next. You will be displayed a Sign-In screen in an in-app browser to complete the account creation process.
5. Enter your username.
6. Enter your password.
7. Tap Add Account. If the account passes validation, it gets added to your existing accounts.

While Appian recommends always connecting via HTTPS, it is still possible to connect via HTTP within the app. On the Server screen (step 3 above), simply type in your server address with no protocol. The app will connect appropriately if the server supports HTTP only.

If the given server supports connection via both HTTPS and HTTP, connection will default to HTTPS.

Editing accounts

To edit an account:

1. Tap the Menu button.
2. Tap Manage accounts.
   • The existing accounts are listed, with a More icon next to each account.
   • The currently active account displays a checkmark.
3. Tap the More icon and tap Edit account.
4. Modify the account settings as needed.
5. Tap Save Changes to update your account settings. — OR —
6. Tap Delete Account to remove the account that you are editing.

Switching Accounts

To switch accounts:

1. Tap the Menu button.
2. Tap Manage accounts. The existing accounts are listed.
3. Tap the account you want to use. A checkmark is displayed on the selected account, and the new feed is loaded.

Establishing a secure connection

When using an https:// connection, your mobile device checks with an authority to verify that your site is representing itself properly. If your site hasn't renewed its credentials in a timely manner, your site's certificate may fail this test. A failure of this test may also indicate a security issue.

The following error message is displayed if when an invalid certificate is presented.

1
Cannot create secure connection to server (SSL certificate is invalid). Please contact the system administrator.

• Invalid site certificates cannot be ignored, or treated as trusted.
• When an invalid site certificate is presented, a connection cannot be established with the server.

Contact your System Administrator if you receive this error.

Feedback