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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  • To expand on the record security, we faced the same issues when migrating from portal to tempo. With the goal of removing processes from memory as much as possible, we bypassed (mostly) process-backed records. With many process instances and complex security, we bypassed entity backed records - as best practice of creating one group per process instance is not feasible for us.

    What we do is store user information in the CDT/database (employee ID) for all who act in the process. We then utilize service-backed records to retrieve the data from the DB via a!queryEntity(), filtering for records that employee (loggedinuser()) should have access too. If they are in an admin group, filtering is bypassed and all records are shown, etc. As service-backed records are very customizable, this works out great - with a little extra coding of course (than entity or process-backed).
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  • To expand on the record security, we faced the same issues when migrating from portal to tempo. With the goal of removing processes from memory as much as possible, we bypassed (mostly) process-backed records. With many process instances and complex security, we bypassed entity backed records - as best practice of creating one group per process instance is not feasible for us.

    What we do is store user information in the CDT/database (employee ID) for all who act in the process. We then utilize service-backed records to retrieve the data from the DB via a!queryEntity(), filtering for records that employee (loggedinuser()) should have access too. If they are in an admin group, filtering is bypassed and all records are shown, etc. As service-backed records are very customizable, this works out great - with a little extra coding of course (than entity or process-backed).
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