|The capabilities described on this page are included in Appian's standard capability tier. Usage limits may apply.
Every portal needs at least a portal object and an interface, but a portal can contain that and so much more. This page walks you through creating a portal, from the very beginning of development through deployment.
This walk-through uses record types to seamlessly connect your Appian data to your portal. This is the recommended way to work with data in a portal.
The portal object contains the settings that are used to publish a portal. When a portal is published, Appian bundles up the portal object and all the precedents of the portal object to create the portal.
To create a portal object:
Pages are the interfaces that display to your portal users. You can have up to 10 pages or page groups in a portal and can choose one interface object to display on each page. If you have more than one page, they display in a header bar.
Make sure that you aren't using any incompatible functions or components in your interface. For more information about the functional design considerations to keep in mind when creating a portal, see Portal Best Practices.
To add a page:
Page groups allow you to create a nested menu of pages under a page group title in your portals's header bar for an additional level of navigation. Each page group can have up to ten pages.
Before you can start adding and configuring page groups, you must add at least one page to your portal.
To add a page group:
To add pages to a page group:
If you add more than one page to your portal, the header bar is automatically enabled. If your portal has only one page, the header bar is optional. Showing a header bar in your portal allows you to choose a color and logo to display in the header bar to help your users recognize that the portal belongs to your brand.
Additionally, you can make changes to any of the default branding configurations, such as input and button shape, to fit your organization's branding guidelines.
To configure the header bar and branding:
A service account acts on behalf of your portal users. The records, processes, and documents stored in Appian won't be available in your portal until you give your service account access to them.
System administrators can create a service account directly from the portal object.
To add a service account:
Optionally, you can add reCAPTCHA to your portal to help you monitor your portal for spam or potentially malicious activity. Not every portal needs Google reCAPTCHA, but we recommend using it if your portal is high profile, highly publicized, or if you have had issues with spam messages in your portal.
To add a reCAPTCHA connected system:
Enter the Google reCAPTCHA credentials.
|Connected System Field
|Google Cloud Name (and Location)*
|reCAPTCHA Project ID
|Project ID for the Google Cloud project. To create a project, see the Google documentation.
|reCAPTCHA Site Key
(Security > reCAPTCHA Enterprise)
|The key ID configured for your portal, also known as the site key. To create a key ID, see the Google documentation.
When creating the key:
- For platform type, choose Website.
- Add your portal's domain to the Domain list.
After you create the key, simply copy it and add it to the connected system. No additional set up is required.
|reCAPTCHA API Key
(APIs & Services > Credentials)
|Sensitive. An API key with reCAPTCHA Enterprise API enabled. To create a reCAPTCHA Enterprise-enabled API key, see the Google documentation.
*Information from Google is subject to change.
See step 6 for more information on how to use reCAPTCHA in your portal interface.
You can configure your portal to be a Progressive Web App (PWA). A PWA looks and behaves like a native application and allows your users to install the portal on their device for easy and frequent access.
See the portal object page for more information about PWAs.
To configure your portal as a PWA:
This step will depend on your portal use case. This table lists common capabilities of portals along with the high-level steps to accomplish them.
If you want your portal to ...
Query a single record and its related data.
Allow portal users to upload files.
Allow portal users to download or view files.
Add, update, or delete record data.
Create a user, update data using a CDT, send an email, or start another Appian process.
Use reCAPTCHA to determine what to do if a bot is likely trying to use your portal.
Service accounts act on the behalf of your portal users. Unless the service account is given explicit permissions to certain objects in Appian, your portal won't have access to the records, processes, and documents stored in Appian. This helps keep your Appian environment secure and ensures your portal users can still connect to the information and processes that are important to them.
To give the portal service account the appropriate permissions:
With your supporting objects and portal object all created and configured, your portal object is now ready for publishing!
To publish your portal object:
For more information on publishing, see Manage a Portal.
Now that your portal is published, it's time to test it. It's important to test both your individual objects and the published portal as a whole with production-level usage. Some connections can't be tested until after publishing.
Navigate to the published portal using the URL under Web Address and test your portal as a user would interact with it.
To make sure that everything is functioning correctly, fully test all of the objects and connections that are precedents of your portal, including the following:
Be sure to fill out all of the fields, whether they are required or not, and go through all of the steps in your portal. If you run into any issues while testing, check out the Visitor Activity Logs in your portal object.
As you test and interact with your portals during development, use the Portal Monitoring tab in the Monitor view of Appian Designer to view key metrics related to portal interactions. These metrics will help you optimize performance and response times, ensure availability, and deliver a pleasant user experience.
For more information about testing and to learn about who can see your portal during testing, see Manage a Portal.
If you found any problems with your portal during testing, go ahead and make the necessary changes to your objects. When you save changes to your portal object or portal object precedents, the portal automatically republishes to stay up-to-date with the latest changes.
For more information on automatic republishing, see Manage a Portal.
Once you've created, published, and tested your portal object, it's time to deploy your portal to the next environment.
When you deploy a published portal, it automatically publishes in the target environment. To make sure your portal publishes automatically when you deploy it, see Deploying a portal for important information.
To deploy your portal:
You're ready to go!
Congratulations! You created a nice and shiny new portal!
After a successful deployment to your production environment, you can now share your portal with your users at the web address specified in the portal object and celebrate.
Once users start interacting with your portal, don't forget to monitor those interactions using the Portal Monitoring tab in the Monitor view of Appian Designer. This tab alerts you to any potential issues with response times or availability so you can avoid serving slow or inaccessible portals to your users.
Create a Portal