I have an Appian Security Design question. I have designed a Contract Request Ap

greggl over 8 years ago

I have an Appian Security Design question. I have designed a Contract Request App where security is paramount. The security requirements include 2 basic security roles:
1 - Observers allowed to view all contracts. (ex. CIO and members of contracting office group)
2 - The Requestor / process initiator and reviewers selected from form drop-downs to review can only see the requests they are a participant on.

After much review of the Security configuration options of all Appian components, I designed a solution whereby the Observers can see all the request Records and a Report of all processes and tasks. And then process participants (Initiators and Reviewers) can only see the News and when Tasks are specially assigned to them. They can not see the Record or Report. And the News postings are restricted to the participants of that process instance and the Observers group. This technically works as it allows Participants to see the current status of their ...

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0 Andrew P Gramann
Certified Lead Developer
over 8 years ago

Perhaps should all app users be allowed to view the Record and then put security on each Process Instance resulting in them only being able to their Records their allowed?

This is the way to do it for process backed records. Additionally, a!queryRecord() takes security into account when it is executed, so your can develop reports against your records type that still respect record level security.

Appian COE has written up the best practice for record level security on Data Entity backed records here forum.appian.com/.../Record_Level_Security_for_Entity_Backed_Records_Best_Practice.html
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0 Andrew P Gramann
Certified Lead Developer
over 8 years ago

Perhaps should all app users be allowed to view the Record and then put security on each Process Instance resulting in them only being able to their Records their allowed?

This is the way to do it for process backed records. Additionally, a!queryRecord() takes security into account when it is executed, so your can develop reports against your records type that still respect record level security.

Appian COE has written up the best practice for record level security on Data Entity backed records here forum.appian.com/.../Record_Level_Security_for_Entity_Backed_Records_Best_Practice.html
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