Day 7: ¿Que entendiste de: Process Modeling 101: Automate Your Business Processes?
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DIA 6
Lesson Objectives
After you complete this lesson, you'll be able to:
When you assign a display name to a new site, consider the following guidelines.
Watch: Customize Site Branding!!!!!!!!!!!
After you complete this lesson, you’ll be able to:
Common Use Cases
In its simplest form, a portal is one or more interfaces created in Appian and published at a public URL, but it can also include a number of additional design objects. For example, if you want a user to fill out a form, and then launch an Appian process, you'll build an interface and a process model, along with any other necessary objects.
Interfaces added as pages in a portal can't use rule inputs, so you'll use local variables instead.
Portals are publicly accessible, but that doesn't mean they aren't secure.
To control access to your Appian environment, you'll create a service account. A service account acts on behalf of portal users, providing the portal with permissions to connect to selected information and processes in Appian.
You can create the service account directly from within the portal object, but then you'll need to add this account as a user to your app’s All Users group (or any other group that you want to use for your portal’s security).
After you implement all configurations, it's time to publish, test your published portal, and prepare for deployment. Keep a few details in mind:
Before creating a portal form you could need:
OJO el usuario genérico se crea en otro lado!!!
If your app uses record types and you want your portal to display data from Appian, configure the underlying interface using the a!queryRecordType function. This is what our developer did in the interface for the Acme Automobile’s Auditor Validation Portal. She added a local variable - local!maintenanceData - and then used the a!queryRecordType function to query the Maintenance record type.
Tip: You can review this example in the Appian Community Edition environment. Request your instance, and navigate to the Acme Automobile Reference Application. Review the interface used in this app's portal (AA_PRTL_DSH_AuditorDashboard).