Hello, good afternoon. I am writing on this forum to ask about the operation of service accounts in the portals. When adding a service account, I do not know how to use that account to use said portal, since I do not know how to log in with said accounts, and in fact, if I want to configure their credentials, it tells me that "the waiting time has expired ". Additionally, I would like to know if the portals are accessible to everyone with access to their URL. Thank you so much.
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If you want to query data from a record, then you don't need a service account. If you need to start a process, you will need a service account. Just map the service account in the portal configurations and add it in the all users group of your app.
With this, you will be able to start processes. Documentation - docs.appian.com/.../portals-data.html
Hi, if you want to use a!queryRecordType in a portal you do also need a service account that has viewer permission to the records.