Hi all, we are in middle of planning for complete moving data from apps to

Hi all,
we are in middle of planning for complete moving data from apps to tempo interface.
We had a several discussions of what is appian best practise for doing that.
Now wee have several question about records. On the system customer wants to keep all data permanently , so we suggest to do some king of archiving or saving necessary data in SQL database and displaying those data by using tempo report and tempo records in same manner as portal reports and process instance dashboard.
So my question is it possible to set security on record data per instance or entry level in same manner as process instance security? And if it's possible how can we do it?
And on the other hand how can we display a html data by using sail?
BR,Natasa

OriginalPostID-191793

OriginalPostID-191793

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  • @natasav Here goes the answers to the best of my knowledge.

    >> Is it possible to set security on record data per instance or entry level in same manner as process instance security? And if it's possible how can we do it?

    Yes, that's possible. But the way we do it entirely depends on the type of the Record.

    Initially you can set the security with respect to the source of the record. For instance, in case of process backed records,it is managed via process instance security, that is, the users who can gain access to a particular record should be the one that should also have access to process(i.e. the individual should be in the security role map in a proper role). Whereas in case of entity backed records, the users should have proper rights against Data Store. Going through the documentation at https://forum.appian.com/suite/help/16.1/Record_Design.html and https://forum.appian.com/suite/help/16.1/Record_Design.html#Record_Security can help you to gain insights over this.

    The security can be additionally imposed in the form of default filters as well (for a Record from any source), if needed. For instance, documentation at https://forum.appian.com/suite/help/16.1/Record_Level_Security_for_Entity_Backed_Records_Best_Practice.html explains how we can also make use of default filter to impose an additional security constraint.

    >> And on the other hand how can we display a html data by using sail?

    I am not sure what you exactly meant by this, but there are few components such as RichText, which can slightly help you rendering html features such as bold text, bullets, italics, underline etc. Though we may not be successful to bring each and every feature from html into SAIL, at-least we can try to replicate for some extent by making use of SAIL components. For instance, a Paging Grid SAIL component can be used to substitute the html table. If you are able to expand on the html content desired by you, the practitioners here could let you know the SAIL components that should be used to substitute or replicate the functionality.

    I tried adding as much as I can, and let's see if any other practitioners are able to provide their valuable inputs.
Reply
  • @natasav Here goes the answers to the best of my knowledge.

    >> Is it possible to set security on record data per instance or entry level in same manner as process instance security? And if it's possible how can we do it?

    Yes, that's possible. But the way we do it entirely depends on the type of the Record.

    Initially you can set the security with respect to the source of the record. For instance, in case of process backed records,it is managed via process instance security, that is, the users who can gain access to a particular record should be the one that should also have access to process(i.e. the individual should be in the security role map in a proper role). Whereas in case of entity backed records, the users should have proper rights against Data Store. Going through the documentation at https://forum.appian.com/suite/help/16.1/Record_Design.html and https://forum.appian.com/suite/help/16.1/Record_Design.html#Record_Security can help you to gain insights over this.

    The security can be additionally imposed in the form of default filters as well (for a Record from any source), if needed. For instance, documentation at https://forum.appian.com/suite/help/16.1/Record_Level_Security_for_Entity_Backed_Records_Best_Practice.html explains how we can also make use of default filter to impose an additional security constraint.

    >> And on the other hand how can we display a html data by using sail?

    I am not sure what you exactly meant by this, but there are few components such as RichText, which can slightly help you rendering html features such as bold text, bullets, italics, underline etc. Though we may not be successful to bring each and every feature from html into SAIL, at-least we can try to replicate for some extent by making use of SAIL components. For instance, a Paging Grid SAIL component can be used to substitute the html table. If you are able to expand on the html content desired by you, the practitioners here could let you know the SAIL components that should be used to substitute or replicate the functionality.

    I tried adding as much as I can, and let's see if any other practitioners are able to provide their valuable inputs.
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