Create a Record Type for a Process Model

You can use any process model as the source for a record type. Each running instance of that process model will be treated as an individual record of your record type. A record type that connects to a process model is known as a process-backed record type.

Create a record type object

To create a record type:

1. In your application, go to the Build view.
2. Click NEW > Record Type.

3. In Create Record Type, configure the following properties:

   Property	Description
   Name	The name of the record type that is displayed in the Appian Designer. For example, in the Appian Retail application, you could have AR Order, AR Customer, or AR Support Ticket. Follow the recommended naming standard when creating this name.
   Display Name (Plural)	The name of the record type in plural form. For example, Orders, Customers, or Support Tickets. This is the name that business users see in Process HQ, Tempo, and as the search placeholder text in the record list and any records-powered grids.
   Description	The description of the record type shown in Process HQ, Tempo, and in Appian Designer. Click Generate AI Description to allow Appian AI Copilot to generate a record type description for you.

4. Click Create.
5. In the Review Application Security dialog, review the record type security settings.
6. Click SAVE.

Choose a data access method

A process-backed record type can only be configured using direct data access. Relationships and related features are not available for record types that connect to a process model.

Connect to a process model

To connect to a process model using direct data access:

1. In your new record type, go to Data Model.
2. Click Tell Us About Your Data.

3. Select Process.

   

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4. Click NEXT.
5. For Choose Process Model, select a process model.
6. Click FINISH.

Now, each active (unarchived) process instance will appear as a row in the record type.

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