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.

#	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	Navigate to other workspaces. View information about this environment. View the product documentation. View applications from the end-user perspective.	Any
7	user menu	View your user profile, adjust your settings, and log out.	Any

Navigate to other workspaces

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

• Admin Console
• Appian RPA
• Cloud Database
• System Logs

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.

Navigation pane

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.

#	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.

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

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