Building a Dashboard Vs Building a FORM

hi rajp,

we have to make a difference on two levels here.
Appian objects vs usage.
SAIL (forms) are the basic UI/UX technology of Appian. You can use it as forms to get data or reports to show data.

Forms are available in processes as "User input tasks" or as part of records views. The should be used to rereive data/interactions from users. so here we use more textfields, checkboxes,  (pretty generally spoken)

Reports are basically appian SAIL (forms) embedded into an Appian "report"object. so the core technology is the same.From the technical perspective you are using still sail (form) functions.

You built them somehow a bit different. So the business sense is more to show data from your databases, records, processes and so on. Core is more to get good understandable overviews for users. you want to display data here and not getting from the user. As consequence you user other Sail elements,which should be more visual like charts 

Conclusion

So technically spoken, there are very view differences.

From the user perspective -> you need a different structure and other user experience.

I really recommend the following inputs by appian:

https://docs.appian.com/suite/help/20.3/ux_getting_started.html
https://docs.appian.com/suite/help/20.3/SAIL_Design.html

https://docs.appian.com/suite/help/20.3/Configuring_the_User_Input_Task.html

https://docs.appian.com/suite/help/20.3/Create_a_Record_Type.html

hi rajp,

we have to make a difference on two levels here.
Appian objects vs usage.
SAIL (forms) are the basic UI/UX technology of Appian. You can use it as forms to get data or reports to show data.

Forms are available in processes as "User input tasks" or as part of records views. The should be used to rereive data/interactions from users. so here we use more textfields, checkboxes,  (pretty generally spoken)

Reports are basically appian SAIL (forms) embedded into an Appian "report"object. so the core technology is the same.From the technical perspective you are using still sail (form) functions.

You built them somehow a bit different. So the business sense is more to show data from your databases, records, processes and so on. Core is more to get good understandable overviews for users. you want to display data here and not getting from the user. As consequence you user other Sail elements,which should be more visual like charts 

Conclusion

So technically spoken, there are very view differences.

From the user perspective -> you need a different structure and other user experience.

I really recommend the following inputs by appian:

https://docs.appian.com/suite/help/20.3/ux_getting_started.html
https://docs.appian.com/suite/help/20.3/SAIL_Design.html

https://docs.appian.com/suite/help/20.3/Configuring_the_User_Input_Task.html

https://docs.appian.com/suite/help/20.3/Create_a_Record_Type.html