I want to create custom Hub for my 4 applications where user can create request, view the request, work on assigned tasks , how can i do , please suggest me the possible approach
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Create a custom Site as Hub with unified Record Type (for requests across 4 apps via relationships), Record List page (view/create), and Task Report interface (filter by app process models for assigned tasks/actions).GO through this link for better understanding - https://docs.appian.com/suite/help/26.1/cp-13/sol-custom-suite-user-guide.html
Hi Shubham, Thanks for help!but it would be more helpful if get more details or any example if we have.
I cover a centralized approach for task reports in this blog post: https://appian.rocks/2026/01/07/information-in-task-reports/
Just create a separate application in Appian, add a site object, and populate it with the information you want to provide.
Hi Stefan, But We are not following task based approached, I mean we are using record actions to change the status of the request.I want to show all requests raised by me of different different application in one single page in site. where I have to open summary view as well and i want to work on the request with help of record action.
This is also possible. Basis the status of the request show respective related action. Can you share more on your design approach - do you already have a unified record with all 4 apps and related grid?
Currently, I have 5–6 separate individual request applications. In addition, there is a separate application that maintains a master record type.
Whenever a new entry is created in any of the individual applications, the same entry is simultaneously added to the master record application. Using a read-only grid view, I am displaying all these consolidated requests on a single page.
Now, I need to display the corresponding related actions for each request based on the assigned group. I would like guidance on how to implement this functionality effectively.
Each individual record should have its related action configured with appropriate security so that users of a group can see actions as per their access level. Now, I can currently think of 2 simple approaches:
1. In the Master record type, you might already have a code to differentiate between different records to have proper mapping. Using the same differentiation logic, add a record summary link for each record so that on click user navigates to the respective record 's summary. You can 'Edit list' of Master record type and configure record summary links. Basis security enabled in related actions for each record, user will see the corresponding related action within summary page.
2. If you don't want to work with summary link then, you can configure a!recordActionField() in an expression rule having all the related actions involved. The security will be handled through respective record type, depending on the record action it belongs to. Just add an action column in the grid built using master record type. The column should have the expression rule containing record action configurations, pass appropriate data parameter context for each action and that should help achieve the expected functionality.
Try the above suggestions and come back if you face any issues still!