Common View Elements

Overview

This page describes what you can do in certain elements common to various views in Appian Designer.

Header bar

The header bar is common to all views in Appian Designer. The elements of the header bar differ slightly depending on whether you're viewing the bar in an application or at the environment level.

The following table lists the elements of the header bar in all contexts.

screenshot of the header bar in an application

#

Element

Available Actions

Context

1

back arrow

Return to the Applications view.

Application

2

icon

Determine whether you're in the environment or application context.

Any

3

application name

Determine which application you're working in.

Application

4

quick search

Search for a design object in this environment.

Any

5

settings menu

Configure application settings.

Any

6

navigation menu

Any

7

user menu

View your user profile, adjust your settings, and log out.

Any

Depending on your user type and user role, you can access the following workspaces from Appian Designer:

To navigate to other workspaces:

  1. In the header bar, open the navigation menu .
  2. Select a workspace.

View information about this environment

In the About This Environment dialog, you can view the following:

  • Your current Appian version
  • Your current Appian RPA version
  • Data sources that have been added in the Admin Console or configured in the application server.

To view this information:

  1. In the header bar, open the navigation menu .
  2. Select About Appian.
  3. (Optional) Click EXPORT to download the information as a JSON file.

View the product documentation

To view the product documentation:

  1. In the header bar, open the navigation menu .
  2. Click Help. The Appian Documentation website opens in a new tab or window.

View applications from the end-user perspective

To quickly see your applications from your end-users' perspective:

  1. In the header bar, open the navigation menu .
  2. Continue as appropriate:
    • Click Tempo to see published applications and actions in Tempo.
    • Click the name of an application to see the site configured for that application.

The navigation pane is present in all views in Appian Designer.

The elements of the navigation pane differ slightly depending on whether you're viewing the bar at the environment level or in an application.

The following table lists the elements of the navigation pane in all contexts.

screenshot of the navigation pane at the environment level and in an application

#

Navigates to

Description

Context

1

Applications view

View a list of applications in this environment.

Environment

2

Objects view

View all design objects in this environment.

Environment

3

Deploy view

View all deployments in this environment or in an individual application, depending on context.

Any

4

Monitor view

View health, performance, and activity indicators for applications in this environment or for an individual application, depending on context.

Any

5

Users view

View all users in this environment.

Environment

6

Explore view

View and easily navigate to key objects in your application structure.

Application

7

Build view

View all design objects in your application.

Application

Toolbar

The toolbar is present in all views that contain grids. It is located immediately above the grid. When you select one or more objects in the grid, actions you can perform on those objects display in the toolbar.

The More menu in the toolbar includes additional actions that you'll probably use less often than the other toolbar actions. It is available in the Objects view, the Build view, and within any group or folder.

More Actions Menu

The More menu displays actions that are relevant for all objects that are available within the view. Additionally, any actions that aren't available for the selected object are disabled. The table below describes which actions are available for each object:

Design Object Properties Versions New Version Rename Download View Documentation
Connected System No Yes No No1 No No
Constant No Yes No Yes No No
Data Store No No No No1 No No
Data Type No No No No No No
Decision No Yes No Yes No No
Document Yes Yes Yes No2 Yes No
Document Folder Yes No No No2 Yes No
Expression Rule No Yes No Yes No No
Feed No No No No1 No No
Group Yes No No No2 No No
Group Type Yes No No No2 No No
Integration No Yes No Yes No No
Interface No Yes No Yes No No
Knowledge Center Yes No No No2 Yes No
Process Model No Yes No No1 No Yes
Process Model Folder Yes No No No2 No No
Process Report Yes Yes No No2 Yes No
Rule Folder Yes No No No2 No No
Record Type No No No No1 No No
Report No No No No1 No No
Site No No No No1 No No
Web API No Yes No No1 No No
  1. Object can be renamed when editing it.  2 3 4 5 6 7 8

  2. Object can be renamed from the Properties dialog.  2 3 4 5 6 7 8

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